Overview

Our team focuses on low fee asset management and value investing in PA and FL. We generally invest in stocks and etfs for our growth clients, and lower fee annuities to create guaranteed income streams for our retirement clients. We are looking to buy a local book of business and ensure a great experience and easy transition for your clients. Also open to merging with a larger firm to combine resources.

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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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