Overview

We continue to be in a growth mode. Our team aspires to find practices that want to merge with a firm that's has strong operational support, believes in putting clients needs first, desires an optimal client experience, believes in holistic planning and wants to work in a team environment. We also look to acquire practices that are looking to wind down or retire. We believe we can be a great solution for practices that are concerned for their clients and see part of any sale of their business is quality care for their clients and their legacy.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...