Overview

I am a CFP with a broker/dealer relationship and my own independent RIA. I also have a full service tax and accounting business. I also have a full service insurance agency which handles life, health, LTC, DI, home, auto, commercial. Finally we have a team dedicated to Employer Sponsored Retirement Plans. Our team consists of 80 team members and 4 locations. We have acquired several practices and are always prepared to acquire a practice that fits with our values.

Market
RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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