Companies similar to JOCELYN INVESTMENT MANAGEMENT
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  • www.harfstandassociates.com
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At Harfst and Associates we offer integrated financial advisory services that are customized to meet the needs of each client... We listen, guide and offer support throughout every step of our clients' financial lives. Whether we are creating..
Relevance: 15.369504
  • www.sogotrade.com
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Portfolio management and advisory services are provided by MarketRiders, Inc. (doing business as SogoTrade Asset Management ("SAM")), a registered investment advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides discretionary..
Relevance: 15.3694935
  • www.tartanwm.com
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This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Beacon..
Relevance: 15.36929
  • whiteoakwealthpartners.com
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White Oak Wealth Partners is a boutique wealth management firm in North Carolina that provides family office and investment advisory services to high-net-worth individuals, families, and business owners across the Southeast... We believe in the..
Relevance: 15.369
  • www.melvilledouglas.com
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Melville Douglas was founded in 1987 by Christopher Melville and Harvey Douglas to provide a highly personalised investment management service. In 2001, Melville Douglas was acquired wholly by the Standard Bank Group... Since 1987 Melville Douglas..
Relevance: 15.367818
  • wealthspancapital.com
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Wealth Span Capital Management is a Registered Investment Advisor and we act as a fiduciary for our clients. As a fiduciary, we always act in the client's best interests. We work with clients on a tiered flat fee system for both financial and wealth..
Relevance: 15.36762
  • www.integrativefinance.com
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A fiduciary consulting firm, we specialize in fiduciary evaluation and guidance to retirement plan sponsors and their investment review committees. Consultants to both qualified and nonqualified defined contribution and defined benefit plans, we help..
Relevance: 15.366942
  • valdogroup.com
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Valdo Investment Group of Companies (VI) is a Value investment company under the legal entity company of PT VALDO INVESTAMA, based in Jakarta, Indonesia, providing Financial management services and Advisory services in various areas, including..
Relevance: 15.366536
  • www.wiseowlcapllc.com
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Investment advisory services offered through WiseOwl Capital, LLC, a Registered Investment Advisor (RIA). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.....
Relevance: 15.36635
  • www.argo-sg.com
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Argo St George is a boutique corporate finance consultancy firm based in London. We represent high quality companies with excellent management teams who are either looking to raise meaningful amounts of capital or who are looking for corporate..
Relevance: 15.365883
  • houstonvaluation.com
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Houston Valuation & Advisory LLC is a business valuation firm focused on valuing privately-owned businesses and providing client-specific tailored investment advisory and litigation support services. The firm's principal, Michael J. Morgan, has..
Relevance: 15.3650465
  • www.mandyrodgers.co.uk
We provide holistic wealth management services to clients across the UK. As an Associate Partner Practice of St. James's Place, we can provide affordable access to industry leading expertise and research. Services include: Protection, Investment..
Relevance: 15.3649235
  • www.hetogrow.com
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HetoGrow is into solar energy and business consulting support for SMEs, large corporates & institutions business process transformation. HetoGrow's strategy is driven by passion for investment management, trading as HetoGrow Capital Limited in the UK..
Relevance: 15.364605
  • legacyadvisoryservices.com
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Legacy Advisory Services is always looking for innovative, creative and customer-oriented team members. We're looking for people who will help us deliver a "Wow" experience to our clients. If that's you, simply fill out the form below and let us know..
Relevance: 15.364573
  • www.berkeleycapitalmanagement.com
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Berkeley Capital Management, LLC is an independent registered investment advisory firm, acting on the core value of putting our clients first with truly independent advice. We focus on customized investment portfolios designed to meet your financial..
Relevance: 15.363482
  • www.wilsonsadvisory.com.au
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Wilsons Corporate Finance is the leading investment firm for Australian emerging and mid-cap companies... Wilsons Advisory is pleased to have acted as Joint Lead Manager to the recent placement to wholesale investors by the MCP Master Income Trust..
Relevance: 15.363482
  • cmsadvisors.com
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives... We help create retirement income strategies for people..
Relevance: 15.363424
  • taylorretirementservices.com
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives... We help create retirement income strategies for people..
Relevance: 15.363424
  • thehollandgrp.com
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives... We help create retirement income strategies for people..
Relevance: 15.363424
  • www.guineverecapital.com
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We have a strong track record of accelerating the performance of sporting organisations -on and off the field... We build the end-to-end ecosystem around our sports businesses, to increase sustainability and potential for value creation... We are..
Relevance: 15.362176
  • investmentprof.org
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The Institute of Investment Professionals, Nigeria is registered under the companies and allied matters Act 1990, as a professional Institute. The Institute is dedicated to promoting effective investment analysis, management and advisory, Portfolio..
Relevance: 15.361859
  • www.kilpatrickadvisors.com
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Kilpatrick Advisors, Inc. has developed and refined a unique process to help our clients reach and enjoy a work-optional lifestyle. Our team uses these proven strategies to help generations of investors grow, protect, and manage wealth. Fully..
Relevance: 15.361487
  • gersteinfisher.com
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Gerstein Fisher is a division of People's United Advisors, Inc., a registered investment advisor and a wholly-owned subsidiary of People's United Bank, N.A... Top rated investment management and advisory firm that uses a quantitative approach that..
Relevance: 15.361266
  • www.risensonfinancial.com
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At Risen Son Financial, we are dedicated to serving as your retirement plan partner and investment fiduciary. Led by Kevin Donahue, CRPC ®, AIF®, our advisory firm cohesively works with your team to manage 401(k) investments, discuss financial..
Relevance: 15.360881
  • www.integrityira.com
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Integrity IRA is a managed IRA program with investment advisory services offered through SageView Advisory Group, LLC. a Registered Investment Adviser. Advisory services may only be offered by Investment Adviser Representatives in connection with an..
Relevance: 15.360014
  • karakapines.co.nz
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Our facilities fees (often known as a Deferred Management Fee) are significantly lower than average, and you'll benefit from any capital gain in your property, so your investment is protected... We believe that buying a home for your retirement is..
Relevance: 15.358775
  • tapparocapital.com
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Do you ever lay awake at night worrying that you might not have enough money to enjoy a carefree retirement? At Tapparo Capital Management, we work to ensure your money outlives you. Through deep connections and helping you clarify your goals, we..
Relevance: 15.358514
  • www.samridhiinvestment.com
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Samridhi Investment is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over years, to the satisfaction of its clients. Samridhi Investment offers a wide array of products and services,..
Relevance: 15.357741
  • sr724.com
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At Solid Rock Retirement Strategies, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Solid..
Relevance: 15.357363
  • trekfinancial.com
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Our clients will have a great amount of interaction with our new brand, Trek Financial. However, a new brand will never change our mission: to maintain our client's trust, provide the utmost transparency, and work hard for our clients every day.....
Relevance: 15.355848