Overview

Specialty Qualified Plan practice. Keeping an eye out for diamonds in the rough acquisition opportunities. Based In Arizona, specialize if high net worth financial planning and qualified plans that support non-traditional assets classes. We have in-house CPA/CFA's as well as starting 1/1 we will have staff lawyers to provide seamless private office experience to qualified investors.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,115 days old

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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