Overview

We are a holistic retirement planning team looking to take on advisors that are exploring succession plans. We've been very successful in prior mergers & making the process a smooth transition. We're willing to work with sellers on their timing & making a premium offer for the right fit.

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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Resources
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