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Financial Advisors in Middletown, Delaware (New Castle County)

Mallard Financial Partners Inc
9 miles from Middletown, DE

Susan Lehnerd, CDFA, CFP, MBA
Whether you are seeking financial planning, investment management, or both, we are ready to lend a hand.

Donald W Nicholson & Associates, Ltd.
18 miles from Middletown, DE

Donald Nicholson, Sr., AAMS
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client’s personal l... See More

Glenayr Wealth Advisors LLC
18 miles from Middletown, DE

Joan Sharp, CAP, CFP, ChFC, MSFS, Other, RLP
Life is about change, and when life changes money changes. Change can be stressful for individuals and families. People and families experiencing significant change can easily be overwhelmed and operate ... See More

StratFI
19 miles from Middletown, DE

James H. Lee, CFA, CMT, CFP. StratFI offers a dynamic, forward-looking alternative to the run-of-the-mill investing approach provided by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpo... See More

Highlights: Registered Investment Advisor, Wealth Management, Retirement Income Planning, Mutual Funds, Fee Only, Professional Wealth Management, Stocks, Retirement Planning, Advisory And Investment Management, 401k Rollover, Investment Services, Certified Financial Planner, ETFs, Financial Planning, IRA, Investment Consulting, Sustainability, Socially Responsible Investments, CFP ®, Independent Investment Advisor

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