Overview

I have a family owned practice and am interested in acquiring or becoming another firm's continuation plan. My father started our firm 30 years ago. Our focus is on financial planning and investment management services.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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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