Overview

I own a small financial services business with over 300 clients. I'd hope to find here a practice for sale (or possibly as a merger) which is somewhat close to me geographically. An advisor retiring within a few years would be ideal. I offer all types of insurance (Health, Life, LTC, and P & C) in addition to mutual funds, managed money, annuities, and alternative investments.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
March 10, 2016

Business Data

Blurred Charts

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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