Overview

Myself and my partner are looking to acquire a book of business located in Central NY with a focus is managed assets and/or recurring income. We have a combined 50 years experience in the industry.

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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CRM Systems

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Resources
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