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

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...