Overview

We are an established 2 partner well diversified financial services firm. We specialize in working with high net worth individuals/families, businesses, retirement plans, working with nonprofit's and also developing strategic partnerships with CPA's. We are in a growth mode and are interested in purchasing a few practices that are the right fit.

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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Technology Solutions

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CRM Systems

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