Overview

RIA that actively manages and tailors portfolios to meet the particular needs of different types of clients. I am looking to expand through acquisition. Our firm's focus has been on the performance of accounts, customer satisfaction, and building trust. We are currently custodian assets at Schwab

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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