Overview

Central Ohio based Retirement Plan Advisor Firm - seeking succession candidates. Ideally will have years of experience in retirement plan industry, potentially a book of business. Receiving several leads per week that we need support meeting with, closing and servicing.


Last Activity
within 4 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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