Overview

I'm exploring the idea of expanding my business through acquisition. I have acquired three other practices in the last 20 years and have a very high retention ratio. We strive for high service and long-term relationships. We don't market, so all of our new clients come to us as referrals from other clients.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...