Overview

My current business is a combination of tax preparation for businesses and individuals and tax planning for businesses. I set up qualified and non-qualified investments andplace clients in annuities and life insurance when needed. My designations are CPA, RIA, and licensed in life insurance. We have a transactional attorney on our staff as well as a marketing professional and a licensed business broker. Our client base is not geographic, but rather spread across many states and several foreign countries. I am flexible as far as working with a seller. 95% of our business growth is thru client referral, due to our emphasis on good service and fair prices, treating all clients equally.

Market
RIA
Last Activity
within 3 months

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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