Overview

We are an independent, client-focused financial services firm providing wealth management, qualified plan fiduciary services, life insurance, estate planning, and alternative investments. Our target client is the UHNW business-owner to whom we can add value in two or more of these service specialties. We are growing organically and also looking for like-minded consultants or firms who would like to be part of an energetic, growth company.

Market
Insurance
Member Level
Basic
Last Activity
within 3 months
Listing Age
84 days old

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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