Overview

We are a 5 advisor firm with 2 full time assistants looking to grow through mergers and acquisitions. We utilize a broker dealer and have an in-house OSJ. Continually looking for other advisors as well to be affiliated and have access to the systems we have built in order to make your practice turn-key and allow you more time to meet with clients. This allows our affiliates to grow their business the way they want with the back-office support they need to go to the next level. Let us process your paperwork, run your CRM, and process service requests while you develop relationships.

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within 3 months

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