Companies similar to NEW YORK LIFE INSURANCE COMPANY
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  • 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: 15.649374
  • www.yourfiduciaryteam.com
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Your Fiduciary Team™ is an association of Certified Financial Planner™ professionals, with a strategically aligned team of CPAs, Elder Care Attorneys, Family Law Attorneys, Trust and Estate Attorneys... When you work with Your Fiduciary Team™, you..
Relevance: 15.645395
  • gva401k.com
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GVA Retirement Partners helps you minimize investment fiduciary risk, increase efficiency, and provide your employees the superior service they expect. As a plan sponsor, you play a dual role in your company sponsored retirement plan, no matter how..
Relevance: 15.597268
  • www.axosfiduciaryservices.com
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At Axos Fiduciary Services we are relentlessly focused on your success. We are committed to the professional fiduciary industry and continually invest in the right people and technology to help you succeed. So, what will you choose: The hard way...or..
Relevance: 15.576765
  • www.401ksafe.com
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At 401k|Safe, our passion is to help relieve you of the burdens of the operational tasks that accompany fiduciary responsibility... We provide the fiduciary protection, administrative oversight and participant communication that are essential to..
Relevance: 15.561362
  • www.downtownfiduciary.com
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Fiduciary accounting has both general and specific connotations. In the broad sense, the term refers to the management, as performed by a trustee or guardian, of the financial assets placed in their care. This trusted individual is charged with..
Relevance: 15.541721
  • fiduciaryregistry.com
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DALBAR, Inc. has created and acts as registrar for the Registered Fiduciary and RF TM certification. As registrar, DALBAR certifies and authorizes the use of these certifications. RF TM is a trademark of DALBAR... Authority to act as registrar is..
Relevance: 15.4727745
  • afs316.com
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There are a lot of people talking about fiduciary services and fiduciary liability, but what does it all mean? Does it have to be this confusing? Is it really that difficult?... Administrative Fiduciary Services Inc. (‘AFS') serves as a co-fiduciary..
Relevance: 15.44065
  • ronrhoades.com
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Our #1 goal at Scholar Financial, LLC is to reduce your stress as you plan for a future retirement, or when you are in retirement... The firm currently serves about 20 family groups and provides advice on approximately $45 million of financial..
Relevance: 15.437493
  • www.secondvoicefid.com
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Second Voice Fiduciaries, LLC was established July 2017 and acquired Maureen L. Edwards, LLC, a well-established Arizona fiduciary company, in January 2018. Our staff has a combined 35+ years of experience offering a well-rounded perspective to..
Relevance: 15.437148
  • oneriverfinancial.com
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As your fiduciary, our legal duty is to put your needs first. Guided by what is in your best interest, our focus is to make a meaningful difference... The information being provided is strictly as a courtesy. When you link to any of the websites..
Relevance: 15.436669
  • www.fiduciarycal.com
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As a matter of California law, a fiduciary owes the highest duty of good faith, honesty and fair dealing with a client... A fiduciary owes a duty of loyalty to a client. As a client, you can expect that if someone owes you a fiduciary duty, that he..
Relevance: 15.413934
  • fiservinc.com
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Fiduciary Services provides superior skill and expertise where an independent trustee, fiduciary or investment manager is needed to make evaluations and final decisions on behalf of retirement plans, including those plans with company stock. In the..
Relevance: 15.381112
  • www.coigncapital.com
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Coign Capital Advisors is a fee-based financial advisor fiduciary. We provide financial planning wealth management services in Utah, USA... Coign Capital is a fee-based fiduciary committed to helping you thrive. We're large enough to take advantage..
Relevance: 15.343505
  • zandw.com
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We will always act with the clients' best interests in mind, prioritizing integrity, loyalty, and care when developing and implementing investment plans... Zemenick Walker, Inc. - Registered Investment Advisory Firm built on Trust, Dependability,..
Relevance: 15.32067
  • www.fiduciaryadvisors.net
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At Fiduciary Advisory Services (FAS), we have been providing retirement plan consulting and wealth management services since the early '80s. FAS is a proud member of the Retirement Plan Advisory Group, which is one of the largest independent..
Relevance: 15.31477
  • www.titletownwm.com
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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and..
Relevance: 15.308248
  • fletchfinancial.com
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As a registered investment advisor, we have a fiduciary duty to our clients; broker-dealers, on the other hand, are not required to meet the fiduciary standard... Get the advice and guidance you need for better investment and wealth management. Rely..
Relevance: 15.284703
  • www.hudsonplanningservices.com
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As we serve our clients long-term, we begin to think of them as family. In the same way, we have our family's best interest in mind; we have your best interest, too. For that reason, we have become an Accredited Investment Fiduciary, meaning we abide..
Relevance: 15.249462
  • www.familyfiduciary.net
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At Family Fiduciary, we are a team of dedicated professionals committed to safeguarding your family's wealth and managing your investment needs. In effect, we create a family office, working closely with you and your family to achieve your financial..
Relevance: 15.242559
  • www.kosbietrustee.com
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We provide professional fiduciary services in the Greater Bay Area including Marin and Sonoma County. We assist families and individuals implement their long term plans when they no longer are able to do so. We serve as trustees for parents and grand..
Relevance: 15.224155
  • www.southwestfid.com
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Since its founding in 1995 by Greg DoVico and his wife, Peggy DoVico ("DoVico"), Southwest Fiduciary, Inc. has strived to be one of the premier fiduciaries in Arizona. Southwest Fiduciary, Inc. is a probate court-appointed fiduciary that not only..
Relevance: 15.1974745
  • www.pentegra.com
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Pentegra is a leading provider of financial retirement planning, fiduciary outsourcing and financial planning services to clients nationwide... Our heritage as a fiduciary guides everything we do. We've built an 80-year legacy of fiduciary expertise..
Relevance: 15.161235
  • www.myfundone.com
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auditors, or just would like to minimize your fiduciary responsibility, FundOne provides a fiduciary solution by absorbing all administrative liability... We have created a comprehensive platform for both advisor and employer: one of the only fully-..
Relevance: 15.129428
  • www.horizon2k.com
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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day... In a fiduciary relationship, there is an ethical and moral obligation when a client entrusts someone for advice and guidance and that responsibility should not be..
Relevance: 15.121141
  • www.thefiduciarystandard.org
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The Committee was formed in June 2009 by a group of investment professionals and fiduciary experts, just as policymakers and industry leaders were reviewing the repercussions of the financial crisis, to advocate that all investment and financial..
Relevance: 15.108777
  • www.lorimanningfiduciary.com
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Lori Manning Fiduciary Services, LLC serves as a fiduciary agent and daily money manager for older adults in the Twin Cities area... Lori Manning Fiduciary Services provides daily money management and fiduciary services (Attorney-in-fact, Health..
Relevance: 15.087243
  • thinkresolution.com
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Th!nk resolution provides our clients with a "partner and resources" to assist those individuals or families in life transitions. Often these transitions can result in conflict. That is why we have combined the expertise of a licensed Professional..
Relevance: 15.079021
  • 401kfe.com
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We serve as co-fiduciaries to our clients as an unbiased party for these retirement plans. Fiduciary Experts is an independent resource to oversee all interested partied of these plans. We provide efficiencies and solutions with full transparency.....
Relevance: 15.066631
  • www.fiduciaryfresno.com
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In our various fiduciary services roles, the titles may be different, but every service we provide is centered around trust. Donald E Fischer, a California Professional Fiduciary, has a fiduciary duty to our clients and their estates. A fiduciary..
Relevance: 15.065351