Overview

We're a full service financial planning firm looking to grow our footprint with the right seller. The ideal seller is getting close to retirement and wanting to have a succession plan to their book of business.

Market
Advisor/RIA
Member Level
Plus
Last Activity
this month

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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