Overview

We are a growing financial planning firm located in San Diego, CA but have clients all over the U.S. We have purchased two books of business in the last 2 years and are looking to purchase more businesses. We have financing in place for the right situation. We are looking to buy practices in any location in the U.S.

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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Resources
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