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
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...