Overview

We are a RIA plus we do a little insurance business when appropriate. We are a CFP and have 28 years in the business. This is a Husband and Wife practice. We work through a RIA Portfolio Medics and clear through Axos

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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Technology Solutions

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CRM Systems

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Resources
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