Overview

We are a financial planning firm looking to acquire practices. We have a proven track record of purchasing practices with a very high client retention rate. We also offer the opportunity to work with our OSJ to assist in a smooth transition of clients to our firm or act as a successor through our Legacy Program. Visit ___ or ___ for additional information

Market
Advisor/RIA
Member Level
Basic
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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