Overview

We are a rapidly growing financial services business with significant 403(b) business and growing registered investment advisory segment. Our senior management and owners have decades of experience both in the financial services industry and in growing business from inception to multi-billion dollar enterprises. We are seeking to continue our expansion nationwide through acquisition and/or merger with accretive and complementary businesses including RIA, CPA and estate planning firms.


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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CRM Systems

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