Overview

Wilde Wealth Management Group is a full service financial services firm. We offer in house estate planning, CPA services and Insurance needs. We are looking to acquire a practice that is wanting to provide for their clients wholistically. We are very responsive with same day business contact and pride ourselves on relationships. We are hoping to expand in Texas as we do already have clientele there.

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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CRM Systems

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Resources
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