Overview

My partners and I are looking to purchase a book of business or bring an advisor in to sunset their book of business. We have a large presence in North East Ohio, specifically Cleveland as well as in Erie, PA. We believe in money management at all levels and treat our clients with the respect the surely deserve


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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