Overview

My business is mainly fee based asset management, with some commission, annuity, life, health, and long-term care business. We use Envision software to help our clients create a personalized plan to achieve their financial life goals and dreams. I am looking to grow my practice by buying other businesses, or merging with others who are looking to retire from the business.

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 Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...