Companies similar to LEGACY PLANNING ADVISORS
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  • paulcollinson.com
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Paul O. Collinson, MBA, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and financial planning on an hourly as-..
Relevance: 39.82771
  • www.legacyfa.com
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Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial,..
Relevance: 35.837402
  • www.hallfa.com
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Hall Financial Advisors is dedicated to helping clients create the life and legacy they desire. Contact our wealth management advisors today!... Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Hall..
Relevance: 32.387764
  • summitfinancial.com
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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business..
Relevance: 32.259884
  • summitfinancial.com
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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business..
Relevance: 32.250637
  • griswoldcapital.net
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At Griswold Capital Strategies, we are committed to delivering objective, unbiased advice to help our clients make informed investment decisions while creating a lasting legacy. Our sole focus is your bottom line... Securities offered through..
Relevance: 32.00991
  • www.donpurcell.net
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Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship..
Relevance: 31.361887
  • www.accentrixadvisors.com
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At Accentrix Advisors, through our credentialed personnel, we provide our clients with the knowledge and experience necessary to help them achieve their financial goals. Our President is an active CPA with years of experience preparing taxes and 1031..
Relevance: 31.034653
  • www.bouchardwealth.com
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Bouchard Wealth Advisors is a team of experienced investment management and financial planning professionals that work together to provide clients with an outstanding wealth management experience... Advisory services provided by NewEdge Advisors,..
Relevance: 30.946302
  • www.dfs-advisors.com
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DFS Advisors, LLC is a financial services firm founded in 1992. Prior to January 1, 2004, we were known as J. C. Denton, Financial Services... Financial professionals affiliated with DFS Advisors, LLC provide financial planning, investment advisory..
Relevance: 30.839426
  • fredricksonfinancial.com
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Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) 333-6659. Fredrickson Financial Planning may offer investment advisory services in the..
Relevance: 30.615314
  • www.knoedlretirement.com
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Services we provide include wealth management, retirement planning, income planning, IRA Legacy Planning, tax-efficient strategies, and life insurance. Knoedl Retirement Advisors is an A+ accredited member of the Arkansas Better Business Bureau.....
Relevance: 30.593706
  • www.wmsadvisors.com
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Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC and WMS Advisors. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove..
Relevance: 30.343391
  • 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: 30.24851
  • www.theplanningandinvestmentcenter.net
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Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity... Serving Colorado since 1987. <h1>Specializing in Advisory Accounts, Retirement Planning,..
Relevance: 30.012533
  • 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: 29.848577
  • www.owensfg.com
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Securities offered through Regulus Financial Group, LLC, Member FINRA/SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Investment Advisors and Regulus Financial Group are affiliated..
Relevance: 29.562143
  • www.toprankadvisors.com
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Securities and investment advisory services offered through Red Hawk Wealth Management, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Top Rank Advisors, LLC. Top Rank..
Relevance: 29.452951
  • richlifeadvisors.com
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RichLife Advisors, LLC provides investment advisory services through Fiduciary Capital, Inc. James Henderson (Beau) is a licensed insurance professional in GA... As Financial Advisors in Gainesville and Lawrenceville, GA, we specialize in Retirement..
Relevance: 29.423704
  • www.meetjeffvogan.com
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Investment advisory services provided through Premiere Wealth Advisors, LLC, an Arizona State registered investment adviser. Securities transactions for clients are placed through TD Ameritrade. Estate planning services, insurance, and annuity..
Relevance: 29.350668
  • mcshanepartners.com
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McShane Partners is an assumed name of Waverly Advisors, LLC. Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory..
Relevance: 29.28209
  • www.cpcpartners.net
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Consolidated Planning Corporation also known as "CPC Advisors." Consolidated Planning Corporation is an SEC..
Relevance: 29.275719
  • www.sunrisewealthpartners.com
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Sunrise Wealth Partners, LLC is located in Reston, Virginia, and home to an experienced group of independent financial professionals. These independent financial advisors strive to provide advice on investment planning, retirement planning, and..
Relevance: 29.261948
  • 3gcapitaladvisors.com
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3G Capital Advisors, LLC is an innovative, boutique advisory firm focused on the intersection of financial services and real estate investing... 3G Capital Advisors, LLC advises organizations on new investment products and strategies, creating..
Relevance: 29.246298
  • empoweringretirement.com
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EMPOWER WEALTH & TAX LLC is an independent registered tax and retirement income investment advisory firm with a unique approach to achieving client goals... Founded in 2005 as Senior Tax and Insurance Advisors, LLC and later added Donato Wealth..
Relevance: 29.182558
  • www.caldwellgroupllc.com
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CALDWELL GROUP, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. Successfully managing your own financial future is a daunting task. It requires an appreciation of numerous topics, including income and..
Relevance: 29.17584
  • legacywealthadvisorsllc.com
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Legacy Wealth Advisors is an independent registered investment advisory and wealth management firm located in the heart of Silicon Valley. Our mission is to take care of the comprehensive financial, investment, estate planning and charitable planning..
Relevance: 29.0785
  • www.pinnacle-wealth-advisors.com
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Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 3000 Town Center, Suite 3100, Southfield, MI 48075, (248)..
Relevance: 29.070347
  • www.kyarsipfinancialadvisors.com
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Kyarsip Financial Advisors LLC is a Registered Investment Advisor in the State of Washington. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell..
Relevance: 29.031788
  • www.cerrowealth.com
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Located on California's Central Coast, Cerro Pacific Wealth Advisors is a team of financial professionals with more than 80 years of collective professional experience providing investment advice, portfolio construction and financial planning. A fee-..
Relevance: 28.945007