Overview

We're a family-owned business, that is involved in tax and retirement planning. We're trying to expand and acquire more business and open to purchasing another book of business or adding independent advisors who may be looking to grow themselves.

Market
RIA
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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