Companies similar to MARATHON FINANCIAL STRATEGIES
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  • cfefinancial.com
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CFE Financial was founded as a fee-only financial advisory firm to help our clients build and secure their financial future. Our focus is on the long-term benefits of careful planning and deliberate action. We are committed to service with..
Relevance: 18.50336
  • seymouram.com
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Seymour Asset Management is a fee-only, Registered Investment Advisor (RIA) offering sophisticated and personalized wealth advisory, financial planning and investment management services to Institutions, Family Offices and Individuals..
Relevance: 18.490717
  • www.eastendfinancialgroup.com
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East End Financial Group (EEFG) is an independent investment advisor and comprehensive financial planning firm registered under the Registered Investment Advisor Act of 1940 and appropriate notice filings. We are located in Riverhead, NY and this..
Relevance: 18.485476
  • capitalplanningpartners.com
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Capital Planning Partners is a leading financial services firm serving high net worth private and corporate clients. My clients include individuals and families, corporate executives, business owners and entrepreneurs. Originally founded in Silicon..
Relevance: 18.477255
  • www.inceptionfs.com
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Investment advisory and financial planning services offered through Inception Financial Services, Inc., a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance,..
Relevance: 18.471642
  • campbelladvs.com
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Campbell Advisory Services, LLC is a fee-only financial planning and investment advisory firm founded by Kelly Campbell, CFP®, CPA... Contact Kelly today to schedule a complimentary meeting and learn how Campbell Advisory Services, LLC can help you..
Relevance: 18.468838
  • www.taxplan4wealth.com
Tax Advisory Services offered through The Tax Plan for Wealth, Inc. Tax Plan For Wealth, Inc does not provide investment advice. Should you request information about services including financial planning or investment advisory, those services may be..
Relevance: 18.445894
  • www.beckerfinancialgroup.net
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At Becker Financial Group, we offer financial fiduciary services to advisory clients. We specialize in investment and retirement planning services. We focus on building long-term relationships with all our clients. Our philosophy is to provide our..
Relevance: 18.427809
  • www.masterplanadvisory.com
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Securities Offered Through RNR Securities, LLC, Member FINRA/SIPC. Mr. Palion is currently licensed to offer securities in the following states: New York, New Jersey, Pennsylvania and Florida. Master Plan Advisory, Inc. is a New York investment..
Relevance: 18.42228
  • www.bridgepathcapitalmw.com
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Bridgepath Capital is a company that provides Investment Management and Financial Advisory services to individual and institutional investors... We provide investment management services and offer investment products across all major asset classes..
Relevance: 18.42088
  • www.iamafiduciary.com
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Welcome to the virtual home of Taylor & Associates, a Fiduciary Registered Investment Adviser and boutique financial planning firm located in Santa Monica, California offering comprehensive, fiduciary financial planning and investment advisory..
Relevance: 18.399672
  • patuxentfinancial.com
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Patuxent Financial Partners, LLC is committed to respecting and protecting your privacy. Any personal information that you provide will only be used to fulfill your specific requests and will not be given, traded or sold to third parties. A full copy..
Relevance: 18.385693
  • www.avisensecurities.com
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Avisen Securities is a full-service investment securities firm founded on exceptional client service, personalized investment advice and independent research. The firm offers clients an expansive array of quality investment products and services..
Relevance: 18.383259
  • fiscalisadvisory.com
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FISCALIS ADVISORY is a professional advisory firm focused on creating personalized solutions for your advanced financial planning and money management needs. The Fiscalis method of practice brings together the fields of taxation, investment, and..
Relevance: 18.36054
  • capitalwealthplanning.com
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Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies. Investors and advisors can learn more about access to the institutional wealth management platforms through separately..
Relevance: 18.3573
  • www.cimontheweb.com
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CIM Financial Advisers is a Fee Only investment management and personal finance planning service provider... CIM provides fee-only investment management and related personal financial services built on a fiduciary based advisory relationship. We..
Relevance: 18.35418
  • www.finadvisors.com
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The Financial Advisory Group offers a wide range of services to help clients achieve and maintain financial independence. This includes financial planning, tax planning, retirement planning, investment management, family office, and pension plan..
Relevance: 18.344515
  • www.salinestahl.com
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Founded in 2004, Saline Stahl Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Stahl..
Relevance: 18.339952
  • www.ericksonfinancialgroup.com
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Erickson Financial Group, LLC, is an SEC Registered Investment Adviser. Investment management and financial planning services are provided solely to clients under an advisory services agreement. Our Client Relationship Summary can be found here. Our..
Relevance: 18.339846
  • assets4india.com
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Assets4 India Services is a financial planning and investment advisory firm with prime objective of providing professional advice... We are Certified Mutual Funds Investment Professionals having 10+ years of experience...
Relevance: 18.335726
  • www.lighthousewealthadvisory.com
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Comprehensive family office services. Lighthouse Advisory is a consultant to families of wealth and the advisers who serve them. Family Legacy Planning. www.LighthouseWealthAdvisory.com... This website is provided solely for Lighthouse Advisory and..
Relevance: 18.316092
  • bustamantefinancialsolutions.com
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Bustamante Financial Planning, LLC (BFP) provides personal financial planning and investment advisory services. BFP's plans are easy to understand and implement. BFP does not sell products or receive commissions. Clients are charged on an hourly..
Relevance: 18.310944
  • manekfinancial.com
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Manek Financial is a SEBI registered investment advisory based in Mumbai, providing services in Pune, Kolkatta, Ahmedabad and Bangalore as well, and offering Financial Planning and Direct Investment as key services...
Relevance: 18.306602
  • www.thrivent.com
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Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered..
Relevance: 18.274828
  • www.modernwealthdesign.com
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Our goal is to bring customized and comprehensive financial planning to all individuals amongst different career stages. We will cater to not only the mass affluent, but also to young professionals looking to get started and take their planning to..
Relevance: 18.272547
  • www.onesourceadvisor.com
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Our advice is objective and independent. Our solutions are client-focused and not product-specific. We utilize a consultative planning process that allows us to fully understand your needs and objectives. Our work includes an active planning..
Relevance: 18.26778
  • entelechy.co
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Entelechy is an independent financial planning and investment management company. We aren't bound to or owned by any other organizations, which means we aren't limited to specific solutions or advice, and we've chosen our partners, vendors & service..
Relevance: 18.264233
  • www.maniqmala.com
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Maniqmala Portfolios is an advisory based professionally managed Investment Consultancy Firm having more than a 16 years of rich experience in the financial advisory service industry... Our Team believes in three basic principles of Planning that is..
Relevance: 18.25913
  • www.pyxisfinancialplanning.com
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Located in Avon, CT, Pyxis Financial Planning is an office of Garrett Investment Advisors, LLC, an an SEC registered investment advisor... Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC a fee-..
Relevance: 18.252607
  • www.crosbyadvisory.com
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Crosby Advisory Group, LLC is a registered investment advisor with the state of Ohio. We are a fiduciary financial advisory firm with offices in Ashland, Ohio, and Willoughby, OH. We are dedicated to providing investment management and strategic..
Relevance: 18.240961