Overview

We are a Long-standing advisory team in FOCO. (20+years) (both advisors are CFP)

We are interested in growing our practice through acquisitions and possibly a merger or work-out. We will be transitioning to an independent platform in Q1 2021 and are looking for opportunities to pursue in the new year.

Our main disciplines include planning, fee based investment management, guaranteed income, life insurance.

Market
RIA
Last Activity
6 months or more

Business Data

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