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
within 3 months

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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Resources
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