Overview

We are an independent insurance agency and financial advisory firm looking to expand our client base for fee based investment business. We are a third generation family business, opened in 1982. Securing financing is not a problem and we are open to keeping some staff members on board.

Last Activity
6 months or more

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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Resources
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