Overview

I own an independent financial planning firm that focuses on education and investment management. We have 4 CFPs, 3 paraplanners, 6 Series 7 licensed individuals, and 3 advisors that work face to face with clients. Our office works as a team and our client focus is on pre-retirees/retirees and business owners.

Market
Advisor/RIA
Last Activity
2 weeks

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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CRM Systems

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