Overview

We are an Independent Financial Planning firm with 5 licensed professionals. What makes us different is that we have professional referral relationships with a CPA firm and a Payroll company. We currently have a presence in 4 Central PA communities and growing.

We are looking to partner with talented advisers who want to consider merging or joining a unique, growing business model.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...