Overview

Full service practice looking to grow by acquisition. Have a successor coming onboard once this is accomplished, to work into eventual practice ownership over the next ten years. Practice is dedicated to customized portfolios for our clients, who tend to be very loyal. We use a combination of stocks, bonds, funds, etfs and, where appropriate, annuities. We act as the financial concierge for each household working with us, often weighing in on decisions which come under the financial planning umbrella.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...