Overview

I am a CPA/PFS with all my securities and insurance licensing. We do full financial planning, retirement planning, insurance and estate planning for our client base.

I am looking to acquire a practice that will fit into our structure for growth and to offer additional services that may not currently be offered.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...