Companies similar to JOCELYN INVESTMENT MANAGEMENT
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  • barnardfinancialgroup.com
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Barnard Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM..
Relevance: 23.757399
  • arlingtoncapitalmanagementscholarship.com
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Arlington Capital Management (ACM) is a Registered Investment Advisory firm with $202 million in client assets under advisement as of 12/31/2018. The firm, which offers Proactive Investment Management, Retirement Income Planning, Tax Minimization..
Relevance: 23.75457
  • www.acg2.website
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ACG was incorporated in the state of Minnesota in 1998 to provide registered investment advisory (RIA) services to high net worth individuals and institutional retirement plans. ACG added fixed income Investment Management in 2006 and Benefits/Risk..
Relevance: 23.746418
  • 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: 23.722628
  • www.carsonchoiceretirement.com
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Carson Choice Retirement Solutions, Inc. is an Independent Registered Investment Advisory Firm, focused on personalized wealth management strategies and company 401(k) plans...
Relevance: 23.687267
  • www.campbellfinancialadvisors.com
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Campbell Financial Advisory Group of Marion, Ohio - providing investment management, financial planning, retirement planning, and estate planning strategies to individuals, families, and institutions...
Relevance: 23.679646
  • www.asrpc.com
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Asset Strategy Retirement Plan Consultants (ASRPC) is an independent, fee-based consulting and investment advisory firm. We provide unbiased investment advice to plan sponsors, plan participants, and other individual clients. In addition to company-..
Relevance: 23.654009
  • millerretirementgroup.com
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Insurance products are offered through the insurance business Miller Retirement Group. Miller Retirement Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment..
Relevance: 23.650883
  • www.macroviewim.com
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Founded in 2010 with a focus on fixed-income investing, our capabilities have grown to include comprehensive financial planning, total portfolio management, and retirement plan consulting. Disclaimer... MacroView Investment Management, LLC provides..
Relevance: 23.634472
  • piainvestments.com
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Located in Atlanta, Piedmont Investment Advisory is an independent investment management firm founded in 1989 by our General Partner, William C. Brookshire, Jr. We manage the portfolios of individuals, foundations, retirement plans, and an investment..
Relevance: 23.63171
  • www.luciawealth.com
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Andrews, Lucia Wealth Management LLC (ALWM) is a Bay Area based investment group. Our investment approach centers on Modern Portfolio Theory and evidence-based investing. We offer fee-based investment advisory services for individuals, closely held..
Relevance: 23.621769
  • summitretire.com
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Insurance products are offered through the insurance business Summit Retirement Services . Summit Retirement Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered..
Relevance: 23.565607
  • www.wellesley.ie
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Wellesley Investments & Pensions Ltd. is a financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement planning and provisioning... Registered in Ireland, No. 440388. Wellesley..
Relevance: 23.535069
  • www.perceptive-edge.com
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Perceptive Edge is a registered investment advisory firm committed to building long-term relationships while providing exceptional investment and retirement consulting services... Perceptive Edge Investment Management, Inc. is the name of our firm..
Relevance: 23.418573
  • www.cfgretirement.com
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Investment Advisory Services offered through Assured Retirement Financial Group, Inc DBA CFG Retirement. CFG Retirement is a Registered Investment Advisory firm with the SEC... We don't strive to be the biggest advisory firm. Instead, we strive to..
Relevance: 23.412924
  • arolafinancial.com
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Insurance products are offered through the insurance business Arola Associates. Arola Associates is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM..
Relevance: 23.409735
  • www.mariettawealth.com
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Marietta Wealth is a fee-only financial advisory firm focused on providing comprehensive financial planning and tailored investment strategies... We're an independent, fee-only financial advisory firm in Marietta, Georgia. Founded in 2015, we..
Relevance: 23.337906
  • www.blankequity.com
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Blank Equity Management is a registered investment advisory firm that provides financial planning and investment management services. We work with individuals, families, corporations and trusts... Blank Equity Management is an independent registered..
Relevance: 23.321459
  • vestisadvisors.com
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Vestis Advisors, LLC is an independent, Registered Investment Advisory firm located in Houston, Texas. We provide customized investment management services to individuals and their families. Our focus is to help retiring energy industry professionals..
Relevance: 23.27425
  • www.altumwealth.com
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Altum Wealth Advisors (AWA) is an independent investment advisory firm providing comprehensive wealth management, financial planning, & investment management services for individuals, families, business owners, & entrepreneurs. AWA also builds and..
Relevance: 23.227486
  • www.mainlinedailydeals.com
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1620 Investment Advisors provides investment management and research services to individuals, business owners, and financial services firms. Our investment advisory assets total over $125 million... Whether you are investing for the future,..
Relevance: 23.178566
  • postoakinvestment.com
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Founded in 1999, Post Oak Investment Management, Inc. is a Registered Investment Advisory firm located in Houston, Texas, dedicated to serving our clients with complete investment and wealth management services. Our client base includes high-net-..
Relevance: 23.128193
  • liftbridgefinancial.com
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At LiftBridge Financial Advisors, we follow a fiduciary standard with advisory clients or when providing advisory services to serve you, the client, alone... We combine independent, unbiased advice and guidance with the backing of one of the..
Relevance: 23.056944
  • www.sagefinancialadvice.net
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Sage Financial Advice provides investment management services that are designed primarily for individuals. Some examples of the types of investment accounts managed by the firm include brokerage accounts, custodial accounts, trust accounts, and..
Relevance: 23.041397
  • holmanwealthmanagement.com
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Insurance products are offered through the insurance business Holman Wealth Management. Holman Wealth Management is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment..
Relevance: 23.029125
  • www.tatewealth.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. Investment advisory services offered through Brookstone..
Relevance: 23.010576
  • www.salzmanfm.com
Salzman Financial Management LLC is an investment advisory and financial planning firm devoted to serving the best interests of the client through high standards of integrity and outstanding service. Retirement involves great uncertainty in terms of..
Relevance: 22.979626
  • www.skylinelp.com
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Skyline Asset Management, L.P. is a registered investment advisory firm specializing in small cap value management since 1995. We offer investment management services to endowments and foundations, corporate and union retirement plans, public..
Relevance: 22.956709
  • stocksandtaxes.com
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Financial Focus Asset Management, Inc. offers investment advisory services that are tailored to fit our client's needs. Whether it is long term investing, retirement planning or active trading that you are looking for, we offer a unique approach.....
Relevance: 22.901297
  • www.cornerstonewealthmgmt.com
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Cornerstone Wealth Management (CWM) is a Security & Exchange Commission (SEC) registered investment advisor, doing business in Ohio. Information relating to securities is intended for use by individuals residing in states in which the investment..
Relevance: 22.895798