Overview

I have a growing firm looking for opportunities to give advisors a smooth transition to retirement, or add advisors that could support or work for synergy to build their own businesses. We run a client focused practice that is financial planning based, and our scale affords us the ability to price reasonably to our clients, while providing a very high level of proactive and personalized service.

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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