Partnership with an Independent Financial Advisor

by **RRY** » Thu Feb 24, 2011 7:50 pm

Hello,

I’m the owner of a boutique accounting firm located in the financial district of Manhattan.

This is my third year in business and I have been thinking of expanding my practice to offer financial products such as mutual funds and insurance. However, I’m not licensed to offer any type of financial products and would like to collaborate with an established independent financial planner in this field.

Please feel free to send me a private message to discuss further.

Thank you.

R.

by **MrC1** » Fri Feb 25, 2011 2:46 pm

Hello R,

How can we get in touch with you? We should talk about what you ultimately envision and steps to put in place to get there.

You can respond privately to [url=mailto:ekim2100@yahoo.com]ekim2100@yahoo.com[/url] if you like.

Mike,

by **RRY** » Fri Feb 25, 2011 3:06 pm

Thank you for your comment Mike.

I sent you an e-mail.

Best,

R.