Overview

I run a balanced financial planning fee based practice working primarily with Physicians and small business owners. Additionally I have partnerships with law firms to service the financial planning needs of their clientele. I am looking to merge and succeed someone with a like book of business.

Last Activity
6 months or more

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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