Overview

CFP launching business, looking to purchase or be successor for business. I'm finding niches in planning for young families, small businesses, and adult children who have to take over care and finances for aging parents.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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CRM Systems

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Resources
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