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Key Relationships (6)
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Target: C&J WEALTH ADVISORS
Bidder: MODERN WEALTH MANAGEMENT
3 Service Providers
9 Dealmakers
n/a
Value
Target: PETSO FINANCIAL
5 Service Providers
12 Dealmakers
Target: WISE RISK
Bidder: PARAGON INSURANCE HOLDINGS
4 Service Providers
6 Dealmakers
Target: OFM WEALTH
11 Dealmakers
Target: PLANNED ASSET MANAGEMENT
10 Dealmakers
Target: WADE FINANCIAL ADVISORY
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