Overview

Independent financial planning firm looking to grow by buying or merging practices for synergies and continuity. We are fee based and focus on comprehensive financial planning utilizing the latest technology for effectiveness and efficiencies. We are looking to add one or two like minded adviser(s) to be a part of our growth and/or to provide a succession plan.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...