Diverse Agency going in 10th year. Looking to grow. I have successfully completed prior mergers and understand the delicate nature of taking over a book of business. If you are looking to retire in the next 2-5 years please reach out. I'm affiliated with Broker Dealer with Corporate RIA.
My Practice Areas Include:
Fee Based Investment Planning, Legacy Retail Share Management
Small to Mid-sized Groups for Medical, Dental, Vision, DI, LTD, Workers Comp, GL, EPLI and 401k/ PSP Solutions.
Life, Health, Medicare, Disability, LTC, College Planning and Retirement and Individual Planning.