Overview

Our primary business is qualified retirement plans and employee benefits. We have executed a succession plan that included a merger with another firm. We are looking to merge with a wealth management practice to expand our growing wealth management business that results from spin off assets from our QP business. We are fully ready and able and well positioned to exploit the new fiduciary rules. They will beno problem.

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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