Overview

Fee based business using financial planning as our base. We manage clients retirement funds using mutual funds. Monthly phone contact & annual review are how we keep in touch. Our 28 year old son recently joined the business, has his Series 7 & has capacity help me manage a much larger practice. I hope this site can introduce me to potential sellers of their practices.

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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Variable Annuities

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Insurance Business

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Resources
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