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Financial Advisors

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient o... See More

Highlights: Passive Investment Strategies, Registered Investment Advisor, Advisory And Investment Management, ETFs, Wealth Management, Investment Management, Asset Protection, Financial Planning Advice And Services, Independent Investment Advisor, Fee Only, Retirement Planning, Investment Consulting, Professional Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Rollover Of 401k Or IRA, Retirement Distribution Plan, Fiduciary, Mutual Funds, Stocks

Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

Highlights: Wealth Management, Stocks, Passive Investment Strategies, Annuities & Life Insurance, Financial Planning Advice And Services, Investment Management, Certified Financial Planner, Investment Consulting, Corporate Retirement Plan Services, Socially Responsible Investments, Legacy Planning, Investment Services, IRA, Fiduciary, Retirement Distribution Plan, Young Investors, Independent Investment Advisor, Comprehensive Financial Planning, Registered Investment Advisor, Fee-Only
Eric Flaten
Gig Harbor, WA

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Eric Flaten is a... See More

Highlights: Professional Wealth Management, Income Tax Planning, Estate Planning, Comprehensive Financial Planning, Independent Investment Advisor, Registered Investment Advisor, Financial Planning Advice And Services, Rollover Of 401k Or IRA, Advisory And Investment Management, Investment Policy Statements, Annuities & Life Insurance, Legacy Planning, Socially Responsible Investments, 401k Rollover, Investment Services, Fiduciary, IRA, Financial Planning, Investment Management, Mutual Funds
HighPoint Advisors
East Syracuse, NY

Address: 5900 N Burdick St, Ste 100, East Syracuse, NY, 13057-9464
HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ... See More

Highlights: Financial Advising Services, Estate Planning, Wealth Management, Investment Consulting, Retirement Planning, Life Insurance, Financial Planning Advice And Services

Douglas Greenberg is President of Pacific Northwest Advisory (PNWA), an investment advisory company providing highly personalized financial guidance to business owners, executives and individual investors.

He founded PNWA after compiling a remark... See More

Highlights: Legacy Planning, Investment Management, Business Planning, Divorce Planning, IRA, Retirement Planning, Independent Investment Advisor, Registered Investment Advisor, Investment Consulting, Asset Protection, Estate Planning, Corporate Bonds, Fee Only, Passive Investment Strategies, Fiduciary, Debt Management, Rollover Of 401k Or IRA, Professional Wealth Management, Annuities & Life Insurance, ETFs

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families... See More

Highlights: Certified Financial Planner, College Savings, Comprehensive Financial Planning, Fee Only, Tax Planning

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests firs... See More

Highlights: Charitable Planning, Investment Management, IRA, Financial Planning Advice And Services, College Planning, Retirement Planning, Retirement Distribution Plan, 401(k) Plans, Independent Investment Advisor, Wealth Management, Legacy Planning, Middle Income, Estate Planning, Advisory And Investment Management, Mutual Funds, Socially Responsible Investments, Comprehensive Financial Planning, Family Financial Planning, Stocks, Retirement Income Planning

Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from... See More

Highlights: Sustainability, NAPFA Member, Corporate Bonds, Fee Only, 401k Rollover, Financial Planning Advice And Services, Independent Investment Advisor, Financial Planning, Stocks, Socially Responsible Investments, Retirement Income Planning, Estate Planning, Business Planning, Fiduciary, Wealth Management, CFP ®, Retirement Planning, Asset Protection, Charitable Planning, Retirement Distribution Plan

PG Capital Management Group is an independent private wealth advisory firm dedicated to working with individuals, families, and small businesses. We strive to create strategies and solutions that would fit your personal financial goals by focusing on... See More

Highlights: Retirement Income Planning, Fee-Only, Passive Investment Strategies, Registered Investment Advisor, IRA, Investment Consulting, Debt Management, Comprehensive Financial Planning, Young Investors, Advisory And Investment Management, Stocks, Corporate Bonds, Investment Management, ETFs, Retirement Planning, Special Needs Planning, Rollover Of 401k Or IRA, Fee Only, Independent Investment Advisor

MPG is a leading Finance Planner and Financial Consultant in Houston, Dallas, Fort Worth, Oklahoma City, and Surrounding Areas. Contact Us Today For Your Financial Employment Needs!

Highlights: Financial Advisor, Financial Consultant, Finance Planner, Certified Financial Planner, Financial Planning, Financial Planning Advice And Services

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

Highlights: College Planning, Retirement Income Planning, Rollover Of 401k Or IRA, CFP ®, Wealth Management, Retirement Planning, 401k Rollover, Young Investors, Certified Financial Planner, Investment Management, Financial Planning

Freedom Founder is a community of like-minded investors that helps orthodontists or dentists to overcome their economic barriers and achieve financial freedom. Being a part of a community of investors will help in wealth building for orthodontists th... See More

Highlights: Retirement Planning, Financial Planning, Wealth Management, Investment Services

Vladimir specializes in financial planning, business and employer solutions, custom investment ideas, and manages investment portfolios for the team. Vladimir graduated from Georgia State University with honors and has a B.S. in Economics and minor i... See More

Highlights: Professional Wealth Management, Retirement Distribution Plan, Wealth Management, Stocks, Financial Planning, Registered Investment Advisor, Financial Planning Advice And Services, Certified Financial Planner, Passive Investment Strategies, Family Financial Planning, ETFs, 401k Rollover, Young Investors, Investment Consulting, Disability Income & Long Term Care Insurance, Business Planning, Investment Management, CFP ®, Legacy Planning, Retirement Planning

Intermountain Wealth Management is a fee-only Registered Investment Advisor based in Idaho Falls, idaho. Instead of measuring our success on commissions or company growth, we pride ourselves on the financial health and happiness of our clients. And t... See More

Highlights: Advisory And Investment Management, Financial Advisor, Retirement Plan, Wealth Management, Retirement Planning
Sapient Investments
New Hope, PA

We help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement. As investment advisors, our goal is to provide significant value-added, after all fees, expenses... See More

Highlights: MBA, Fee Only, Socially Responsible Investments, Wealth Management, Advisory And Investment Management, Rollover Of 401k Or IRA, Investment Services, ETFs, Financial Planning Advice And Services, Mutual Funds, Optional Performance-Based Fees (For Qualified Investors), Fee-Only, 401k Rollover, 401K Consulting, Sustainability, Professional Wealth Management, Middle Income, IRA, Registered Investment Advisor, Investment Policy Statements is © Copyright Sudden Ventures, Inc. ( 0.073 secs on 09/19/21)

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