Overview

Retirement and tax planning for clients approaching or in retirement. Would like to grow my business by purchasing books of retiring brokers. My broker/dealer has a program to help me
buy books.


Last Activity
within 4 months
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...