Overview

Small full-service financial planning firm, seeking growth opportunity through acquisition. Ideal practice has principal wanting to retire in 5 years, and perhaps stay for a period of time to ensure smooth transition, possibly a paid consultant position afterwards.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
196 days old

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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