More Fields

Filters

Profiles which have:

Recent Changes

Profiles with recent changes to:
Sign up to Download

1-30 of 13,096 results

  • estatemanagementgroup.com
  • 4
  • 2
The Estate Management Group is a San Diego based wealth management firm headed by Deborah Sims, a thirty-year veteran of the financial services industry. As an independent wealth management firm the Estate Management Group is able to provide clients..
Relevance: 81.750244
  • www.beachhousewealth.com
  • 6
  • 1
  • 4
Beach House Wealth Management is an independent financial services and wealth management firm dedicated to assisting our clients. We offer comprehensive investment management and financial strategies, coupled with unbiased advice and recommendations...
Relevance: 80.95918
  • www.wealthinnovations.ca
  • 1
  • 4
We, at Wealth Innovation, are driven by the objective of creating and managing a sustained wealth creation process for our clients. This is delivered through a bouquet of cutting-edge & innovative products, and customized financial solutions.....
Relevance: 79.35167
  • www.ggwm.co.za
  • 1
  • 1
  • 13
Greengrass Wealth Management is an authorised and licensed independent financial services provider with the Financial Services Board (FSP Number: 19308)... Greengrass Wealth Management is a full-service wealth management and investment firm with the..
Relevance: 78.94976
  • rwm.co.za
  • 14
  • 2
  • 10
Renaissance Wealth Management (Pty) Ltd is registered with the Financial Services Board as a financial services provider (FSP Licence No. 878)... Renaissance Wealth Management was founded in 2000 as a boutique independent global financial advisory..
Relevance: 77.332504
  • www.archerhuntley.com
  • 6
  • 1
  • 5
Archer Huntley Financial Services, Inc., is an independent wealth management and financial services firm committed to the growth and preservation of our clients' wealth. We view our role as stewards of our clients' assets and work to help them..
Relevance: 75.7784
  • www.planningalliance.com
  • 65
  • 8
  • 63
Planning Alliance is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:50 Tice Boulevard, Suite..
Relevance: 75.71537
  • centurionwealth.com
  • 11
  • 1
  • 9
Centurion Wealth is a true independent financial planning firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products...
Relevance: 75.68462
  • www.edelmanwealthmanagement.com
  • 10
  • 1
  • 15
Edelman Wealth Management Group is an independent financial services company that will help protect you and your family's future with investment, insurance, and succession planning. We also provide group benefit plans for businesses... Edelman..
Relevance: 75.48038
  • www.soteria.financial
  • 2
  • 4
  • 1
Soteria is an independent, privately-held financial planning and wealth management firm based in Austin, Texas. We help our clients pursue and achieve their financial goals and dreams by building long-term relationships as their trusted and..
Relevance: 75.39401
  • www.worldfinancialadvisors.com
  • 2
  • 2
  • 3
World Financial Advisors is an independent financial services and wealth management firm conveniently located in the Galleria/Uptown area in Houston, Texas. We are committed to helping people pursue their financial goals and offer a wide range of..
Relevance: 74.370125
  • www.soundmoneygroup.com
  • 3
  • 2
  • 2
Sound Money Group is an independent financial services and wealth management firm. Our goal is to assist clients in every aspect of their financial lives. As independent financial professionals, we have the freedom to provide unbiased guidance and..
Relevance: 74.31735
  • www.eurasiacaps.com
  • 1
  • 2
Eurasia Capital Services is a wealth management and financial Services firm set up in April 2011 with the aim of creating a new benchmark in Investment Services and Client Servicing... Our vision is to be one of the most elite and trustworthy..
Relevance: 73.60054
  • www.fundkraft.com
  • 2
  • 2
FundKraft is a financial services and wealth management company, providing customized lending and investment solutions to its cliens. We provide best deals for your Home Loan , Business Loan, Loan gainst property, Equipment Finance, machinery Loan..
Relevance: 73.30767
  • www.dasfinancial.com
  • 6
  • 1
  • 4
We enjoy the personal interaction we have with each of our clients. Account establishment is just the beginning of our relationship with each of our clients. We are a continual resource, providing investment updates, reviews and recommendations. We..
Relevance: 72.71142
  • www.back9retirement.com
  • 2
  • 1
  • 1
BACK9 is a boutique financial services and wealth management firm which provides fully integrated services to assist our clients in achieving their retirement income planning goals and objectives. Our commitment to excellence coupled with a unique..
Relevance: 72.58288
  • www.mymoneytools.co.uk
  • 2
  • 1
Money Tools is a Trusted independently owned Financial Planning and Wealth Management Company based in Liverpool, United Kingdom, offering bespoke advice... Our vision is to be a financial services firm as unique as the individuals and families we..
Relevance: 72.47922
  • www.integrityfm.com
  • 1
  • 1
Our mission is to help clients work toward financial independence by taking time to determine their goals, objectives, time horizon, and risk tolerance so they can make prudent financial decisions for their future. As their trusted and knowledgeable..
Relevance: 72.19787
  • www.feenanfinancial.com
  • 3
  • 1
  • 1
Feenan Financial Group was founded in 1969, offering tax preparation services out of a small storefront in Dorchester, MA. Since then, our firm has grown into a comprehensive financial services and wealth management firm based in Quincy, MA. As a..
Relevance: 71.75765
  • www.pfg-planning.com
  • 6
  • 1
  • 5
PFG - Financial Planning & Management, formerly known as Sound Financial Solutions, Inc., was founded in 1996 by Linda Farinola as a "Fee Only" Financial Planning and Wealth Management services firm. Our philosophy is to provide each client with..
Relevance: 70.77851
  • www.abundanceadvisers.com
  • 1
  • 1
  • 1
Abundance Advisers was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing..
Relevance: 70.6326
  • modernfamilyam.com
  • 1
  • 9
At Modern Family Asset Management, we are committed to our clients. We are an independent financial planning firm, serving as your local financial advisor in Columbia, SC. We have built many rewarding relationships with clients, and we hope to do the..
Relevance: 70.093994
  • www.lifelonginvestments.com
  • 4
  • 1
  • 4
Lifelong Investments is a financial planning and wealth management firm in New Jersey serving individuals, families, and business owners Based in New Jersey, Lifelong Investments is a financial services firm offering comprehensive wealth management..
Relevance: 69.48149
  • www.bryantassetmgt.com
  • 8
  • 2
  • 7
Bryant Asset Management is an independent financial services, wealth management, and consulting firm. We offer a wide range of investment products and financial planning strategies. As independent financial professionals, we have the freedom to..
Relevance: 68.23728
  • www.2020financial.net
  • 1
  • 3
20/20 Financial Group was formed as a partnership between Robert J. Carter and Daniel M. Shevlin in 1998 under the name Carter Shevlin Financial. The firm is headquartered in West Chester, PA but serves clients throughout the Mid-Atlantic Region.....
Relevance: 67.89568
  • www.capitalfinancialgroupcfg.com
  • 1
  • 1
Capital Financial Group is proud to be a Firm of Lion Street, Inc., a leading financial services company based in Austin, Texas. Lion Street provides its elite network of independent Firms and financial planning experts access to the financial..
Relevance: 66.77236
  • suqutrainvest.com
  • 1
  • 2
  • 1
Suqutra is an independent financial services and wealth management firm that embraces technology and innovation to provide powerful resources and investment options to our clients by facilitating solutions to meet their financial goals. Our unbiased..
Relevance: 66.60105
  • www.yocumco.com
  • 1
  • 2
  • 5
Yocum & Company is an independent financial services, wealth management, and consulting firm. We're solution seekers and problem solvers. As independent professionals, our team is committed to providing guidance and insights designed exclusively to..
Relevance: 66.309204
  • www.priemfinancialgroup.com
  • 1
  • 3
  • 1
Priem Financial Group, founded in 2002 by Susan Priem, CFP® is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our..
Relevance: 66.29993
  • pvfinancial.com
  • 18
  • 3
  • 30
Pioneer Valley Financial Group is an independent financial services, wealth management and consulting firm... The difference between PV Financial and any other financial planning firm is that your PV Financial Advisor will undoubtedly focus on your..
Relevance: 66.09451