Overview

Our firm was established in October of 2006. We are an independent financial services firm specializing in many areas of financial planning, including but not limited to: personal financial planning, retirement planning and estate planning. It is my hope to accomplish our growth goals and be able to find a company or individual who is willing to sell their book of business or to use us as a succession plan for their book of business. I am hoping to grow MUM significantly in the next 2 years. The best way to accomplish that goal is through acquisition.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...