Companies similar to MARATHON FINANCIAL STRATEGIES
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  • 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: 18.208519
  • 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: 18.207575
  • www.valicenti.com
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Valicenti Advisory Services, Inc. is an investment advisory firm that has been providing wealth management services for more than 40 years. Founded in 1984, Valicenti is a fee-based Registered Investment Advisor located in the Southern Tier region of..
Relevance: 18.20606
  • www.flplanning.net
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Financial Life Planning, LLC is a Registered Investment Advisory (RIA) firm based in Marlton, New Jersey... At Financial Life Planning, LLC, we are committed to helping you take charge of your financial life and achieve financial security. Your..
Relevance: 18.200956
  • www.finideas.com
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Finideas is SEBI Approved Investment Advisers. We specialize in delivering comprehensive financial planning and investment advisory assistance and services to individuals of any age, gender, income level and profession, families, and corporates...
Relevance: 18.200197
  • 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: 18.196386
  • rudewealthadvisory.com
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Establish ed in 2021, Rude Wealth Advisory is an independent RIA firm offering Financial Planning, Investment Management, Tax Planning & Preparation, Small Business Bookkeeping & More. Owner, Chelsea Rude, brings nearly 15 years of extensive,..
Relevance: 18.190258
  • www.mnmcapital.com
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Mend & Mint Capital is a specialized financial services firm engaged in Financial Planning, Mutual Fund, Equities and Fixed Income Sales & Trading. Engaged in the business of Stock Broking, Wholesale Debt Market Broking, Mutual Fund Distribution,..
Relevance: 18.184275
  • kellyfinancialplanning.com
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Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio. Through hourly services, Kelly Financial Planning provides hands-on financial guidance and education that is accessible to all.....
Relevance: 18.175257
  • www.lakesandplainsadvisors.com
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Lakes & Plains Advisors is an investment advisory practice which specializes in providing risk- appropriate, long term capital appreciation strategies for you and your family... Welcome to Lakes & Plains Advisors, a full service investment advisory..
Relevance: 18.153704
  • fpassociatesllc.com
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Financial Planning Associates, LLC is an independent full-service wealth management firm with advisors that specialize in comprehensive financial planning and investment management for individuals, families, and business owners... Financial Planning..
Relevance: 18.151674
  • www.scottsdalewealthadvisory.com
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Scottsdale Wealth Advisory provides full-service wealth management under the fiduciary rule. Through the use of the firm's Financial GPS Program, we represent select families in their pursuit of balanced portfolio management both pre- and post-..
Relevance: 18.133362
  • www.summitreservegroup.com
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Securities offered through Sigma Financial Corporation. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Summit Reserve Group is independent of Sigma Financial Corporation..
Relevance: 18.125135
  • www.burgessfinancial.com
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Burgess Financial Planning, LLC is a registered investment adviser offering advisory services in Oregon, California and in other jurisdictions where exempted...
Relevance: 18.121876
  • aristidepartners.com
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Aristide Partners is an independent, fee-only Registered Investment Advisor based in Westchester, IL... Aristide Partners LLC is a fee-only, financial planning, wealth management, registered investment advisory firm located in Westchester, IL...
Relevance: 18.099794
  • sites.google.com
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A financial services company specializing in retirement planning as well as securities and investment advisory services...
Relevance: 18.090454
  • bemiston.com
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Bemiston Asset Management is a fee-only financial advisory firm based in St. Louis, Missouri. I help mid-career millennials reach their goals using comprehensive financial planning and investment strategies... Bemiston is a fee-only financial..
Relevance: 18.049095
  • randeecookfinancial.com
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Strategic Financial Management, Inc. is an investment advisory firm located and registered in Colorado. Associated persons of Strategic Financial Management, Inc. are also registered representatives and investment advisor representatives of LPL..
Relevance: 18.047346
  • www.gabenelsonfinancial.com
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Gabe Nelson Financial, Inc. is a Registered Investment Advisory firm, based in Sioux Falls, offering fee-based financial planning and investment advisory services to solopreneurs and self-employed professional clients... Our clients receive personal..
Relevance: 18.042904
  • www.portsmouthwealth.com
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<p>William M. MacDonald, CPA CFP<span style=color: rgb(77, 81, 86); font-family: Roboto, arial, sans-serif; font-size: 14px;>®</span> has offices in Portsmouth, NH and Babcock Ranch, FL. Bill is an Investment Advisory Representative with Avantax..
Relevance: 18.038584
  • www.obsidianadvisorygroup.com
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OBSIDIAN Advisory Group is formed around a complete wealth creation and preservation model, designed to assist successful health professionals, business owners and family offices. We work with you and your advisory team to minimize tax leakage while..
Relevance: 18.03496
  • www.kiplingerwealth.com
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Kiplinger Wealth Advisors is an independent advisory firm offering an independent, unbiased approach to wealth management. Our wealth management process encompasses investment management, financial goal and tax planning. Each and every client..
Relevance: 18.030256
  • www.nashuacapital.com
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Nashua Capital Management is a Registered Investment Advisory Firm located in Nashua, New Hampshire. NCM offers customized Wealth Advisory Services including comprehensive financial planning and investment management. The founding philosophy is..
Relevance: 18.014711
  • www.wealthcaregdx.com
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Wealthcare Capital Management LLC (WCM) is contractually engaged by WCAP to provide financial planning, discretionary investment management and non-discretionary advisory services to WCAP clients. The financial planning process WCAP uses was..
Relevance: 18.010944
  • www.etzelfinancialresources.com
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Investment Advisor Representative of and investment advisory services offered through Independent Wealth Network, Inc., a SEC Registered Investment Advisor. Etzel Financial Resources is not affiliated with independent Wealth Network, Inc... Etzel..
Relevance: 18.007307
  • www.finbhaskar.com
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Bhaskar J Baruah Financial Advisory Services is an independent investor centric financial advisory service provider. Comprehensive financial planning and goal based investment planning are our premier services to our esteemed clients. In..
Relevance: 17.99994
  • www.dntfinancial.com
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DNT Financial, LLC is an investment advisory firm that is registered with the State of California. You can confirm our registration status and obtain background information about us on this website: www.adviserinfo.sec.gov. Our IARD/CRD number is..
Relevance: 17.986315
  • www.stalwartplanning.com
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Stalwart Financial Planning is a Registered Investment Adviser offering advisory services in the state of NC and other jurisdictions where exempted... Stalwart Financial Planning Blog - Robust Advice for the IFs of Life. Stalwart Financial Planning..
Relevance: 17.974106
  • trasattiwp.com
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Trasatti Wealth Planning has been advising individuals, families, and small business owners since 2004... Trasatti Wealth Planning specializes in two broad types of advisory services, Comprehensive Financial Planning and Professional Investment..
Relevance: 17.969107
  • ballewwealth.com
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Founded in 1988, Ballew Wealth Management is one of the southeast's premier wealth management firms with over $900 million of assets under management... As an independently owned Registered Investment Advisory firm, we hold ourselves to the highest..
Relevance: 17.965166