Overview

I work for an independent, fee only, firm in Massachusetts and live in Southern NH. I am looking to acquire financial planning practice(s) in New Hampshire, Massachusetts or Southern Maine. My firm has acquired many books of business over it's 20+ years and currently has both the capacity and financial resources to do so now.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,044 days old

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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