Overview

Independent financial practice focusing on personal financial planning & small to medium size retirement plans. I have been in the business for 20 years. I am looking to grow by acquisitions of partial or full practices. Also willing to be a succession plan for another advisor.

Last Activity
6 months or more

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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Resources
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