Overview

We are a small independent private firm that is focused on quality not quantity. We primarily get our clients from referrals and COI relationships. We do no other marketing and run an efficient practice. 14 years in the business, CFP, RICP, CLTC feature in Wall Street Journal , NH Business Review, NH Magazine and other publications. We are looking to buy a quality practice or become a successor to a practice. We are NOT looking to sell or join another group.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...