Overview

Our office has a one stop shop team approach at same location since 1980. We offer investment advisory accounts, direct brokerage accounts, annuity tax and insurance planning. We have a CFP, CFA, tax Prep, Realtor and mortgage services all on site as well as strategic alliance with attorney in Pinecrest FL.

We have purchased several books of clients already and are looking to purchase small books in the Miami area.

Market
Advisor/RIA
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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