Overview

We are a client focused independent firm looking to buy or merge with other like minded financial professionals. Our business model allows us to be as customized as needed for our clients and can deliver all of the services they need to achieve their personal and financial goals. Our team possesses several years of client facing experience as well as various professional designations and licenses such as the CFP, CPA, and JD.

Last Activity
6 months or more

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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Resources
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