Overview

My business is a holistic financial advisory firm that provides financial planning, asset management, tax and bookkeeping. I am Series 7, RIA, and a CPA. I have been in practice for 21 years. Looking to acquire asset management or accounting/bookkeeping firms in the Detroit Area.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...