Overview

We are a growing independent firm with 5 Administrative staff and 3 Financial Planners (CFP, CLU, ChFC, CIMA, MBA) along with a Tax Practice (4 CPA's) and 1 Estate Planning attorneys in house to serve the clients with their wealth management needs. We are the type that know everything about our clients and pride ourselves with exemplary service and relationships.
We purposely built our firm to serve as a flexible succession plan for financial advisors.
From this site we would hope to have the opportunity to meet with advisors that are interested in selling or merging their practices in to our firm.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...