Overview

A complete Financial Services Firm with an emphasis on Fee-Based planning, tax preparation, retirement planning, qualified plans with strategic partners (Paychex, ADP, JPM, Fidelity. Pershing), insurance and wealth management. Looking to acquire practices of individuals looking to retire now or within the next few years.

Market
Advisor/RIA
Last Activity
within 2 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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Insurance Business

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Technology Solutions

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CRM Systems

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