Overview

Full service planning for current retirees & those approaching retirement
Client Niche: Mature, single women
Asset Management: Referred to SMA's and "Robo Advisors"
Fixed Assets: Primarily annuities thru IMO's, FMO's
My Objective: Find like minded advisor(s), small boutique firm to merge with. Free me to spend far more time marketing and asset gathering.

Last Activity
6 months or more

Business Data

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Resources
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