Overview

Led by a Senior Principal Advisor, coupled with one of the industries best Broker/Dealers in Commonwealth Financial Network, our company, advisors, and staff might be a good fit for your firm and its clients. We have great people, great client relationships, a proven process, great planning and products, all to help our clients to orchestrate their financial futures. We work with mass affluent individuals and businesses. We are a fee based practice with thriving growth in both the individual and qualified plans space. We have a CFA, 2 CFP's and a CHFC on staff. I know that we can be the right fit for many firms. Lets have a brief chat to see if there are some synergies.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...