Overview

I am a business consultant representing a client looking to acquire a book of 401k client business in Connecticut. A great opportunity for a firm that is looking to sell or partner with one of the top qualified plan advisors in the country.

Market
RIA
Member Level
Basic
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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