Overview

Women owned practice focusing on business, corporate executives and individuals in all aspects of wealth management. Particular focus on retirement plans and risk management. Work closely with business owners and estate planning.

Looking to expand and grow the business with like minded individuals looking to have equity in a larger entity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
846 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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