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  • www.c2fa.com
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In today's information age, I realize that you have access to an overwhelming amount of information. And with that information comes choices. I understand that you have many options when it comes to choosing your Financial Advisor, so why choose to..
Relevance: 21.18133
  • yourplacetoflourish.com
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I began in this business back in the 1990s. I was working with a large regional bank and they offered me the opportunity to become licensed to sell investment products. From there, I became a full-time financial advisor, and then a CFP® (Certified..
Relevance: 19.523304
  • cappelli.mybenefitadvisor.com
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My Benefit Advisor we believe controlling the cost associated with providing employee benefits is an obtainable goal. I strive to bring to my clients a value-based approach to human resource while committed to excellence, innovation, and service in..
Relevance: 19.373634
  • www.heritagecmllc.com
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I am dedicated to providing investment management and strategic wealth planning to my clients. Simply put, I strive to be my client's trusted advisor. As a financial advisor, my primary focus is to provide objective opinions that strive to pursue..
Relevance: 19.162157
  • askerniev.com
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I'm a Senior Wealth Advisor for the East End Financial Group. I created this space to help higher net worth business owners and retirees navigate the complexities of investing, saving for, and living comfortably in, retirement... I've spent 25 years..
Relevance: 19.119125
  • brianpalmer.com
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"When you hire me, you get a Real Estate Advisor, not a salesman. An advisor, by my definition, is one who helps clients achieve what is in their best interest, not mine. I pride myself on guiding my clients to the destination they truly wish to..
Relevance: 19.07098
  • www.indfs.com
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Independent Financial Solutions is headed by Judy, a seasoned LPL financial advisor providing ..... I realized I was not alone in my experience. I decided to dedicate my life's work, full-time, to becoming the type of advisor I would like to get..
Relevance: 19.032478
  • www.carybazan.com
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Some people feel they might not have acquired enough assets in their 40s or 50s to justify a financial advisor. Wrong! What you have acquired is important to you, and that's worth protecting... Information about securities-registered professionals..
Relevance: 19.01903
  • www.erdesq.com
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I know how important it is to listen. My role is not simply to advise you on legal matters, but to counsel through sometimes difficult and complicated decisions. I actively represent my clients rather than take a hands-off staff led approach. When..
Relevance: 18.96043
  • www.gnizichcfp.com
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My clients have worked their entire lives to prepare for retirement and handle life's financial challenges and my mission is to help them reach those goals by creating a clear and thorough road map for them to follow... I chose to be an Independent..
Relevance: 18.891766
  • www.mundayrealty.com
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For the past 16 years I've been lucky enough to serve my neighbors in the Lake Norman region as a trusted real estate advisor. Being a Realtor® in my own "backyard" has allowed me to share my expansive knowledge of the area with my clients. I take..
Relevance: 18.69412
  • www.3pointwealth.com
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My value to clients: As a wealth advisor, I believe in building a relationship of trust. This means putting your interests first. With such an overwhelming number of investment options, one of the most important decisions a client can make is to seek..
Relevance: 18.611034
  • ericlidemark.com
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Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the..
Relevance: 18.585052
  • www.paulgregoryinsurance.com
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MY FOCUS is to present myself to corporate clients and high net worth individuals as an independent broker and advisor. I will hand pick specific fully-staffed brokerages and will work with them to obtain terms and conditions for my clients..
Relevance: 18.456816
  • www.mytouradvisor.com
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My Tour Advisor is an India based Tour Operator Founded in 2013. MTA is a result of the Dreams, envisioned by two travel enthusiast for whom traveling is their Passion and Life, Started as an Inbound Tour Operator for European Clients, My Tour..
Relevance: 18.41412
  • www.janetbarr.com
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Janet Barr is a financial advisor in Santa Barbara with over 20 years of experience. She loves her job and the feeling of bringing happiness, health, and wealth into her clients' lives... As a female advisor, I bring a different voice to the table...
Relevance: 18.295612
  • www.mymoldadvisor.com
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My Mold Advisor is a company based in Lawrenceville, GA offering expert mold remediation services to both residential and commercial clients. We leverage over a decade of industry experience to provide tailored solutions that not only address..
Relevance: 18.185898
  • gaylordwealth.com
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Gaylord Wealth Management, LLC is a California Registered Investment Advisor servicing clients throughout the state... Gaylord Wealth Management, LLC has no hidden fees or commissions, does not accept fees from third parties, and does not sell..
Relevance: 18.15547
  • www.kgyanarcpa.com
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But what makes Kevork George Yanar, CPA stand out from the rest is not only my professional expertise, but my overt friendliness and caring attitude towards my clients. I work with clients on a one-on-one basis, creating a warm atmosphere that puts..
Relevance: 18.088627
  • www.mortgageweb.ca
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As a Complete Mortgage Professional, my goal is to assist you in finding the financial package that best meets your unique needs... Manage your LIFE, not just your Mortgage. Talk to a VERICO mortgage advisor today!..
Relevance: 18.015558
  • www.ghfa.net
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Independence: I am employed only by my clients, and I serve only their needs. I do not have a manager, a board of directors, or shareholders to serve. The client should know there are no other agendas, politics, or conflicts of interest.....
Relevance: 18.00806
  • www.successfulfinancialsolutions.com
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Successful Financial Solutions is an accounting and financial advisory business. I partner with my clients to plan, develop and assist in their business to create financial sustainability and management efficiencies. My main purpose is to help, not..
Relevance: 17.96215
  • www.ross.financial
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I have been a licensed independent advisor since 2008, and have helped hundreds of families, individuals, and business owners over the years. My focus is on tax advantaged investments, and life and health insurance that makes you money. My philosophy..
Relevance: 17.958906
  • www.wexfordwealth.com
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My name is Curtis J. Pritchard and I am the founder of Wexford Wealth Advisors LLC. I started my career in public accounting before managing my family's business for ten years. During this time my passion for investing began. I have worked as a..
Relevance: 17.84397
  • ningyap.com
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I'm a Realtorpreneur and Trusted Advisor. Analysing and presenting the best property investment option with strong business acumen is how I value-add to my clients. Being a consistent award achiever is proof of the results I deliver to my clients..
Relevance: 17.839863
  • encoreadvice.com
For 17 years you have shared your hopes and dreams with me, and together we've created financial plans to bring them to life. Now it's time to pursue my own retirement dreams and bring Encore Financial Group to a close. It has been a wonderful..
Relevance: 17.831055
  • fieldmarkllc.com
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Fieldmark Advisors is a registered investment advisor providing financial planning and investment advisory services. This means I have fiduciary duty to my clients - a legal and ethical obligation to put their interest ahead of mine... Fieldmark,..
Relevance: 17.802086
  • www.zahidakhan.ca
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The experience I gained working with RBC allowed me to transition into the independent mortgage broker role very successfully. I am committed to finding solutions for my clients that go beyond just getting a good interest rate. I believe in..
Relevance: 17.784
  • www.sterling-financial.net
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As a financial advisor, I can offer you guidance that can help you achieve your dreams and goals. I'm dedicated to providing a client-first, knowledgeable, and transparent approach to helping my clients protect and secure the financial futures for..
Relevance: 17.77151
  • www.mortgageweb.ca
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With over ten years of experience in banking and finance, I am able to provide a holistic approach for every mortgage solution. I strive to always put my clients' best interests first. With access to over 40 lenders, I am able to match my clients..
Relevance: 17.744492