Overview

Seeking to acquire books of business to expand our practice. Uniquely qualified to succeed as team members have CPA, Series 65, Series 7, 66 and strong financial planning background. Team has over 20 years experience with competencies in investment , income tax, retirement, and estate planning. Uniquely qualified to consider all financial aspects together while making informed decisions to best serve the client.


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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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