Overview

I have three niche areas of expertise and looking for firms that may have high concentration of clients that fit. 1.Target age 60-65 year old moving into retirement planning final plans. 2 Work with War time Vets and their surviving spouses for VA benefits. 3. Fatih or biblical values and planning including estate plans.

Market
Advisor/RIA
Last Activity
within 6 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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CRM Systems

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