Overview

We do full financial planning with several financial advisers who are looking to buy or merge their practice and a financial adviser who is looking for a successor.

If you are interested in starting a conversation, please contact me.

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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CRM Systems

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Resources
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