Overview

After 30 years in the business and having recently updated staff and partners we are interested selectively in buying practices. Our primary business is small business retirement plans and retirement income ___ management for both categories. We have offices in Pinehurst (home office) and Charlotte, NC.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...