Overview

We are an integrated financial services firm offering both employee benefits and wealth management. We have an independent RIA and we are in process of evaluating broker dealer alternatives. I'm interested in growing by acquisition in the MA and possibly the NY area.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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