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
2 weeks
Listing Updated
Dec. 21, 2023

Business Data

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