Overview

I am building a sustainable asset that focuses on client satisfaction, retention, and a commitment to overall ethical business practices. I am looking to buy smaller books of business within my geographical area to expand my business and serve as many good, hard-working people as possible.

Market
Advisor/RIA
Last Activity
2 weeks

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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