Overview

Looking to buy a local practice that complements my existing mix of business, which is now mostly investment advisory with some annuities. My practice at one time included over 400 long term care insurance clients as well.I have focused on the retiree market for my entire career and bring a wealth of knowledge about taxes and estate planning that will benefit most any client.

Market
Advisor/RIA
Last Activity
this month

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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