Overview

We are a wealth management and insurance company. We partner with a P&C carrier and cross sell and refer business. The managing partners have a combined experience of 36 years in the industry. Currently we have offices In four states with 35 agents and advisors. We are looking for talent to acquire or merge to align with our core practice, access and growth strategy.

Last Activity
within 3 months

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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Resources
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