Overview

We offer retirement planning to people over 55. Our primary marketing method is through SS classes.
Our business is a mix of AUM, Annuities, and LTC Life & Medicare Insurance.
Our goal is to have a larger footprint in Central PA through organic growth and acquisitions.
The founder and principal advisor is 38 years old.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...