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
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,346 days old

Business Data

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Clearing Firm / Custodian

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