Overview

Experienced father & son advisor team looking to acquire a book of business to expand our client base. Ideal book is under 100 clients, fee-based. . We are a planning-first team with a long history in complex cases. We have specialties in Private Equity, Business Exists, Philanthropic Giving, along with holding CFP, CAP, CEPA certifications.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...