Overview

We are a small family owned employee benefits and wealth management firm with about 25 years of experience Looking to grow the Wealth management side of our practice through purchase of a wealth management practice with up to ___-___-____ in AUM.

Market
Advisor/RIA
Last Activity
this week

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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Technology Solutions

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CRM Systems

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