Overview

Our firm is aggressively growing. We are an integrated practice that offers multiple lines of services: financial planning, investment management, 401k management and individual and small business tax preparation and planning. We are a group of CERTIFIED FINANCIAL PLANNER™ professionals with a Certified Public Accountant on board. Many of our clients utilize all or several lines of our services. We are looking to bring on other professionals who share our core values and want to deliver exceptional service but would enjoy a more ensemble approach. We have access to a strong technology offering that really helps streamline our efficiencies and processes.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
720 days old

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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