Overview

We are our clients personal shoppers for informed financial solutions, customized to their business and personal needs.
We are hoping to identify a possible merger or acquisition target within a 30-60 mile radius of our current location.

Last Activity
within 3 months

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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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