Companies similar to SOMERSET GROUP
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  • www.bfs-partners.com
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Beaini Financial Solutions (BFS) is a well-established independent financial and insurance practice in the Washington DC metropolitan area. The company provides a wide-range of wealth management solutions and insurance services to business owners,..
Relevance: 15.369068
  • affinitywmg.com
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Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available. We strive to help create financial stability and independence for each..
Relevance: 15.368311
  • www.sylvielefebvre.com
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At Sylvie Lefebvre & Associates, our core belief is that financial success is deeply rooted in a long-term focus. That's why we focus on building lasting relationships with clients and their families... As a fully bilingual (English and French)..
Relevance: 15.367813
  • www.themilazzogroup.com
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Our dedicated team of experienced professionals are committed to guiding you through the intricacies of long-term investing, seeking that you have a comprehensive understanding of the strategies and opportunities available to you. With our..
Relevance: 15.367118
  • ca.rbcwealthmanagement.com
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At Finucci Janitis Allen Wealth, our clients are at the heart of everything we do. That's why we take the time to truly understand your financial priorities, aspirations, and circumstances before beginning to craft a wealth strategy that is properly..
Relevance: 15.36645
  • www.appliedcapitalmgmt.com
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Applied Capital Management is an independent financial services firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial plans coupled with objective advice and..
Relevance: 15.365693
  • www.cppl.com.sg
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At Claremont, we take on a fiduciary role in the context of your individualized investment strategy to optimize and enhance investment returns. You will find in us a dedicated and focused team that you simply will not find in any other conventional..
Relevance: 15.365473
  • bradbaldridge.com
At Baldridge Wealth Management, we specialize in helping individuals, families, and business owners plan for all of life's stages. Whether it's having enough money to retire, handling a death or divorce, taking care of your parents, or dealing with a..
Relevance: 15.365067
  • www.alto-partners.com
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Alto Partners Pte Ltd is recognized by the Monetary Authority of Singapore as a Registered Fund Management Company... At Alto Partners, we channel the wealth, relationships and real-world expertise of our families to the success stories of tomorrow...
Relevance: 15.364398
  • www.delsangroup.com
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Our goal is to help businesses and families create wealth, become financially secure & protect the assets that they have worked hard to accumulate... Delsan Group Inc, with its principal establishment based in Montreal Quebec, is a financial..
Relevance: 15.364175
  • kestrel.ie
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Kestrel Capital is an independent, transparent, fee-only, investment advisory firm where the client relationship is at the centre of our process. We provide clear and objective investment advice to high-net-worth individuals, family offices,..
Relevance: 15.363576
  • www.ctiswiss.com
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Compagnie Transcontinentale d'Ingenierie (CTI) Sarl is a Swiss based company that advises Investorsand High Net Worth Individuals in the management and the optimization of their wealth as well as their investments..
Relevance: 15.362623
  • nesbittburns.bmo.com
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Our mission is to enhance the quality of our client's lives by creating and implementing customized financial strategies and managing client's investment portfolios to meet their own unique, individual goals... The Boyd Wealth Management Group is a..
Relevance: 15.3623705
  • www.trapartners.com
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Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations... On this basis we offer..
Relevance: 15.362197
  • www.garofaloandassociates.ca
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Our team is committed to providing you with superior wealth management experience to ensure your individual goals are attained. We offer a truly integrated and sophisticated approach to wealth creation and preservation; creating tailored strategies..
Relevance: 15.359408
  • www.mh-wealth.com
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We know no two individuals are the same. That's why we provide highly customized wealth advisory services for high net worth investors, families, and foundations... We're dedicated to providing investment management and strategic wealth planning..
Relevance: 15.357841
  • www.zlc.net
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At ZLC, our goal is to inspire people to go further with their finances. We believe our clients make the best decisions when they have been given the most comprehensive expert advice possible. We believe in the full picture, so we take a holistic..
Relevance: 15.357689
  • www.mccaffreywm.com
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McCaffrey Wealth Management is a West Houston based independent financial advisor of GWN Securities, Inc. with a focus on investment planning & management to help clients achieve financial security & prosperity... Unlike most financial advisors,..
Relevance: 15.356804
  • www.thefes.org
Family Empowerment Services is a 501(c)3 non-profit organization. Founded in 2013 by Judith Lahai, the organization assists low-socioeconomic individuals, families, communities, and organizations, locally and globally, through advocacy, educational..
Relevance: 15.356391
  • www.sdchc.org
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San Diego Community Housing Corporation is dedicated to empowering individuals and families through housing and comprehensive resident services... San Diego Community Housing Corporation is nonprofit community based organization dedicated to..
Relevance: 15.355865
  • mbfn.org
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MBF encourages and promotes Christian stewardship. We assist in estate and gift planning and providing educational seminars for churches and other groups. MBF provides professional management of assets entrusted to it by individuals and families,..
Relevance: 15.3555765
  • www.stevenscapitalpartners.com
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Our clients cover a broad spectrum but are mostly high-net worth families, business executives, professional athletes, institutions, churches, and non-profits. They rely on us for wealth management, comprehensive financial planning, and our ability..
Relevance: 15.354229
  • shpaccounting.com
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SHP Accounting Services CC is a locally owned Business Management consulting company operating in Namibia... Our consultant bring to each engagement a wealth of the real world business, industry and professional experience. Our company provides tax..
Relevance: 15.353851
  • www.munizfo.com
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Being one with our members, addressing each of their specific issues as our own with comprehensive understanding of their needs, providing practical solutions and empowering them so they can continue to build, preserve, enjoy and perpetuate their..
Relevance: 15.352237
  • www.unumbcenter.org
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The Unumb Center is a non-profit organization dedicated to providing high-quality, evidence-based diagnostic and therapeutic services to people with autism spectrum disorder and to serving individuals with autism and their families across the..
Relevance: 15.351462
  • www.wswartz.com
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W. Swartz & Co., LLC, offers tailored wealth management services delivered with concierge-level care. We work with individuals, families and business owners to understand goals and objectives, design plans and get results. Unlike franchise..
Relevance: 15.350827
  • www.truewealthpartners.com
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Our vision is to enable leaders to fully embrace their opportunities to invest time, energy and resources in the people and priorities that matter most to them. Because of our work, our clients will thrive as leaders of their employees, families and..
Relevance: 15.350802
  • www.ldomire.com
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With a professional and comprehensive background in annuities, life insurance and health insurance, L.D. O'Mire Financial Services has been a leader in developing strategies that help families keep and grow their wealth. Coupled with 53 years..
Relevance: 15.346317
  • gardnerandtaylor.com
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Gardner and Taylor is a boutique business and family immigration law firm located in Salt Lake City, Utah. We focus solely on United States immigration matters and provide a variety of comprehensive legal services for businesses, families, and..
Relevance: 15.342242
  • www.layman-lawgroup.com
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Protecting wealth for your loved ones and yourself is equally important. Through Estate Planning and Business Law, Layman Law Group will help you preserve a lifetime of accomplishments while protecting your family, values, and assets. We focus on a..
Relevance: 15.342174