Overview

We are a partnership looking to acquire a solid book of business from an advisor looking to retire and find a home for his or her practice. Whether it’s an immediate retirement or a transition over several years or more, we are looking for opportunities that will result in a positive situation for all concerned. Looking for a fee based practice or one in transition to fee, with an emphasis on wholistic financial planning and financial services.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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