Overview

full service financial services firm looking to expand by merging with practices looking for successor.
We handle managed accounts, brokerage accounts and life insurance. We also do a fair amount of financial planning.

Last Activity
within 2 months

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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