Overview

We run a practice in AZ with offices in Tucson, Phoenix, Flagstaff and Yuma. We primarily manage DC plans (403(b), 457, 401k) and do financial planning and money management with participants of our plans. Of course, we manage money and do planing for folks from all walks of life regardless of their affiliation with our DC plan sponsors.

We would like to acquire additional established practices in AZ. We also have a 40mil book on business that we could assign to a small practice that we acquire if they have capacity.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months

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