Overview

Fee-Only Financial Planning and Investment Management Firm looking to grow through acquisition and/or adding producing planners. We value an ethical approach and personalized service. CFP(R) designation is a necessity. We use individual securities, ETFs and open-end funds.

If you are looking for partnership opportunity or a succession plan, let’s start a discussion.

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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