Overview

I am a younger and passionate advisor looking to buy a book (or a part of a book of business). Whether you are retiring, simply want out of the business, or just looking for a continuity partner just in case, let's connect and see if something works out. My direct number is: ___-___-____

About me: I have been in the business for over 6 years, and have loved every minute of it! I am very driven, and I have a very strong relationship with all of my clients. I am very open and honest and that is what I attribute my early success in this business to. My hardworking nature, and honest integrity are valuable to my clients, and these are qualities I bring to the table to any book of business that would come my way. Those clients won't regret it, nor will you! Give me a call or message and we can discuss first steps!

Thanks, Tom

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...