Financial Asset Management Company For Sale

Business description

Financial Asset Management Company needs Partner or new Owner with Financial Insurance Profits to join this leading company. Established 1969, current Owner's expertise has created a long, profitable growth record in the financial services sector. Services include: Seminar/Workshops, Estate Planning, Retirement, Long Term Care, Variable Annuities, Mutual Funds, & other financial products available under Series Six License & Health Savings Accounts, encompassing a variety of companies. Excellent Company offerings include: Alliance Life Insurance Company of North America; Zurich & Chase Life & now Pension Benefits through the VA! Owner is a member of BISYS: an agency with 238,000 independent brokers that represent over 200 companies. Their goal is to create financial solutions & provide an extraordinary amount of personal service. They strongly believe that by educating their clients, they can be well-informed participants in their personal financial planning process. They determine clients financial & personal goals, & help them create a strategy designed to help achieve those goals. Services offered include: Equity Indexed Annuities: 50% Variable Annuities: 20% Universal & Term Life Insurance: 10% Long Term Care: 10% Mutual Funds: 7% Livings Trust: 3%. Call for additional information. This company boasts an excellent profit ratio basis & has a broad range of clientele primarily in Florida, but has attained licensing in NC & TX. Owner will provide some financing. Terms will depend on the structure Contact now for more information.

Property information

Real Estate:

Lease

Location:

Located in the State Capital, Tallahassee, North Florida in a 2000 square foot free standing comfortable office building. This company was originally established in Charlotte, NC for the Million Dollar Round Table, the first year in business & later moved & incorporated in 1981 in Tallahassee.

Premises details:

2000 square foot free standing comfortable office building.

Other information

Expansion potential:

Excellent potential for more expansion into many new areas

Competition / Market:

No concerns with regards to competition

Support & training:

Owner offers training & support

Reasons for selling:

Owner is seeking a partner or may retire

Trading hours:

Monday through Friday from 9:00 to 6:00pm

Financing available:

Owner will provide some financing. Terms will depend on the structure Contact now for more information.