Overview

My business partner and I are looking to acquire or merge with successful practices and also bring the highlest level of integration, technology and wholistic planning to create additional revenue for each practice. While based out of Charlotte, NC our existing relationships with CPA's, Property and Casualty Agencies as well as Advanced Markets Attorneys enable us to provide state of the art planning in the areas of Estate, Business, Charitable, Insurance and Longevity Planning across the country.


Last Activity
6 months or more

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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Resources
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