Overview

I'm looking to acquire a book of business in the Northern Illinois area. I am part of a full service financial planning firm that focuses on being an advocate for our clients. In our practice we utilize managed accounts, long term care and life insurance, annuities, and other items that may be needed. If you are thinking of selling your book of business, no matter the size, please feel free to reach out. I'd love to show you how our firm operates and what your clients would have to look forward to. I look forward to hearing from you.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred
Resources
Loading...