Overview

I'm looking to succeed my business within the year 2022. My business is comprised of personal income tax for a small community as I have created a financial planning platform for tax clients. My ideal candidate would be located with 25-50 miles or my current location, capable of successfully handling my tax practice as well as financial planning service and extremely client centered. It's prefered that the advisor would be an enrolled agent.

Last Activity
6 months or more

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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