Overview

Regional wealth management firm looking for growth opportunities through acquisition.

We are a registered investment advisor (RIA) and FINRA registered principal. We have a disciplined engagement and follow up system for leading the client through the financial planning process. We successfully merged another firm into ours in 2015 and have had terrific retention and client satisfaction with the transition.

We also offer retirement plan services and have a book of 401(k) business.

We'd like to do the same with you. Please reply!

Market
Advisor/RIA
Member Level
Basic
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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Insurance Business

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