Overview

We are a fully integrated financial services firm offering planning and asset management, accounting and tax services and insurance. We serve small businesses, families and individuals. We have experienced strong organic growth and would like to enhance this with select acquisitions or strategic business combinations. I have recently returned to my home in Western Kentucky, while the primary operations remain in Parsippany, NJ, and we are especially interested in businesses in the Western KY area.

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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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