Overview

Comprehensive financial planning practice that's completed one acquisition to date. Practice consists of the owner and no staff currently. Looking to acquire a practice of a selling advisor. Open to adding staff or retaining existing staff of seller if necessary.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...