Overview

I am actively looking for an individual or practice that would like to exit the financial services business over the next three years. The intention is to integrate their practice into our teams support model which will benefit all parties of a transition. My team mainly specializes in pre-retirement and retirement income planning. With over 100 years of combined experience, we are dedicated to developing lasting relationships with both our clients and whom they choose to inherit their legacy.


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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