Overview

Financial Planning firm with 4 advisors and 5 staff members. We are primarily recurring revenue based/fee based and do comprehensive financial planning. Looking to expand organically and through acquisition/mergers. Would also like to solidify continuity and equity opportunities.

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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