Overview

Experienced advisor group seeking acquisition of BOB in the Metro Detroit area. We are licensed in various states across the country, including but not limited to FL, CA, OH, NY. Have well developed relationships with CPAs. Significant experience with 401(k)/403b plans (design and management), insurance, annuities, financial planning, structured products, and managed accounts. We have video conferencing technology for out of town clients and host multiple marketing events throughout the year for client appreciation and acquisition. Large broker dealer provides compliance, marketing, tool/resources, and "Class A" office space.

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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Resources
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