Overview

Currently serve affluent small business owners. Client centered practice that derives revenue from fee-based AUM, advanced life insurance strategies, health insurance consulting fees, 401K advisory fees, minimal annuities and financial planning fees. Recently launched a property casualty agency. Goal would be to acquire a book of business with similar clients where we could develop relationships and increase wallet share through strategically cross marketing all of our various resources and lines of business.

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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Resources
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