Companies similar to NEW YORK LIFE INSURANCE COMPANY
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  • legacywealth.life
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At Legacy we offer you cutting edge solutions, an award winning client portal and concierge level service. (That's right, forget waiting for an appointment! We're available when you need us!) As a fee based Investment Advisory firm, we are held to a..

Relevance: 15.027422
  • www.floridafiduciary.com
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Florida Fiduciary is an independent financial solutions provider. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a..

Relevance: 15.003898
  • www.judgerss.com
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Are you looking for a trustee to assist with your bankruptcy case? Look no further than me. I am a retired federal judge based in Corpus Christi, Texas, offering services as a bankruptcy fiduciary, consultant, as well as a mediator and arbitrator..

Relevance: 14.99212
  • pelicanwealth.com
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We are a Registered Investment Advisor (RIA) acting as a fiduciary. The word "fiduciary" means "in your best interests". We sit on the same side of the table as you. For example, we get paid more when your account increases and less when it..

Relevance: 14.961685
  • intelligentcapitalworks.com
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Intelligent Capitalworks is a fiduciary fee-only wealth management firm, serving high net worth individuals and families. The firm provides retirement planning, investment management, trust and estate planning, and philanthropic planning services...

Relevance: 14.95974
  • www.rradviser.com
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How we can work with you to help identify and prioritize what's most important to you and integrate your future goals into a comprehensive financial plan... Acting as a fiduciary, we have your best interests at heart. Let us help you understand the..

Relevance: 14.95439
  • fidelisim.com
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FIDELIS iM is the only local investment firm leveraging an exclusive Preferred Provider Retirement Alliance SM for medical plan management... FIDELIS iM is a fiduciary advisor to all of our clients as a Registered Investment Advisor (RIA). Since our..

Relevance: 14.948896
  • www.lerdahlmanagement.com
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Annette Lerdahl has over 20 years experience in serving as a private fiduciary and advocate for seniors. As a California Licensed Professional Fiduciary you will be assured that Annette will not only bring significant qualifications and experience,..

Relevance: 14.938542
  • www.trustee.pro
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FIDUCIARY - fɪˈdjuːʃIəri - a person or organization responsible for managing the money or property of another person or organization... We, as Licensed Professional Fiduciaries at ConservaTrust Fiduciary Services, Inc. (ConservaTrust), not only..

Relevance: 14.897236
  • www.donivanwealth.com
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All representatives providing investment advice through a registered investment advisor are held to a fiduciary standard. A fiduciary is held to the highest standard of care and a fiduciary must place your interests first. Most investors, after..

Relevance: 14.896713
  • www.fiduciarycap.com
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Fiduciary Court Accounting Professionals LLC (FCAP), is the Tri-State area's trusted source in the preparation of fiduciary accountings. We specialize in the review and preparation of accountings for Trusts, Estates, Conservatorships and..

Relevance: 14.887678
  • www.armstrongowen.com
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Our focus is you, your dreams, your wants, your needs, whether it's your first time buying a home, or you are downsizing or purchasing for investment. Developing your real estate framework begins with a us listening, then together creating a win-win..

Relevance: 14.856983
  • vannoyadvisorygroup.com
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Neil Vannoy of Vannoy Advisory Group is an independent financial and investment advisor in Austin and San Antonio Texas. Independent Advisor acting as a fiduciary provides financial planning and investment management services... We are held to a..

Relevance: 14.834849
  • pavlovfp.com
When your financial life spans multiple countries, we are your home for comprehensive cross-border financial planning... We are an independent fiduciary financial planning firm helping globally mobile employees and multinational families live their..

Relevance: 14.757499
  • www.fiduciaryadvisors.com
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Fiduciary Advisors is an SEC registered investment adviser specializing in delivering a fiduciary compliant retirement program called ManagedPlan. ManagedPlan combines the fiduciary protection and efficiency of an unbundled open-architecture solution..

Relevance: 14.743918
  • icehockeyagency.com
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Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act..

Relevance: 14.711429
  • www.advocatefiduciary.com
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Advocate Fiduciary Services is here to assist in fulfilling the ultimate wishes through every stage of your life. Click Learn More below to discover the different services we offer... Advocate Fiduciary Services is committed to using their 50 years..

Relevance: 14.69518
  • www.trustax.com
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If you are an Individual or Corporate Fiduciary who has been named as trustee of a trust or as an executor of an estate we can help you with preparation of fiduciary and court accountings, compliance with tax filing requirements, funding and..

Relevance: 14.681525
  • www.pfafirm.com
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When Wally joined Gresham Partners, LLC as vice chairman in 2012, PFA became a wholly owned subsidiary of Gresham. Wally reacquired PFA when he retired from Gresham at the end of 2021... Personal Fiduciary Advisors, LLC (PFA) and its founder,..

Relevance: 14.652512
  • www.sterlingwealthadvisors.com
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We are paid only by our clients. We are committed to acting as a fiduciary, meaning that by law we must act in your best interest. The result? Unbiased financial advice you can trust... Sterling Wealth Advisors is a fee-only financial planning firm,..

Relevance: 14.647081
  • fazzioaccounting.com
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Whether this is your first time serving or you are an experienced Professional Fiduciary, Fazzio Fiduciary Accounting LLC is here to help!... Often, the most dreaded part of the Fiduciary process is doing the accounting. You've done the painstaking..

Relevance: 14.640115
  • www.cambridgefiduciaryservices.com
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Cambridge Fiduciary Services, LLC will meet your needs and make you a better-equipped fiduciary. With over 30 years of experience, the Cambridge team will help you to conform your Investment Process to a Global Fiduciary Standard of Excellence with..

Relevance: 14.635166
  • www.cumulareassetmanagement.com
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Because we are a registered investment advisor, we have a fiduciary duty to act in your best interest. On a broader scale, we will act as your financial advocate: objective, caring and committed to help ensure you have adequate resources when you..

Relevance: 14.623959
  • www.banksandbanks.com
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Banks & Banks Fiduciary Services is the longest standing private fiduciary business in San Diego County, providing professional trust and estate administration services for nearly four decades. Over this time, our firm and its principals have been..

Relevance: 14.62224
  • lagosadvisors.com
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As a co-fiduciary, we must put the plan, your company, and your employees' needs first. We are monitor all plan providers, provide you with a comprehensive quarterly review, and recommend changes to you. We are a named fiduciary under ERISA Section..

Relevance: 14.620051
  • www.sterlingwealthadvisors.com
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Sterling Wealth Advisors is a fee-only financial planning firm, a fiduciary for clients, serving as a financial advisor in Plantation and Ft. Lauderdale, Florida, and nationwide... We are paid only by our clients. We are committed to acting as a..

Relevance: 14.61803
  • lifetimeparadigm.com
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At Lifetime Paradigm, our primary mission is to assist our clients in achieving financial independence. "When the assets you have provide the income you need to live the life you want and, your work is no longer a requirement, it's an option." We..

Relevance: 14.608562
  • www.pagcars.com
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We have been blessed to work with a wide variety of the industry's best subject matter technical experts (SMTE). Our reach spans the globe, and at any given moment, there is a good chance that PAG is addressing a need similar to yours... We are an..

Relevance: 14.601819
  • bahamaden.com
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Entrust your future and assets with an experienced fiduciary Entrust your future and assets with an experienced fiduciary Entrust your future and assets with an experienced fiduciary... Highly experienced in handling all areas of legal matters - to..

Relevance: 14.575152
  • www.brownmanagement.net
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Brown Management is recognized as the primary private fiduciary alternative to the corporate trust/bank officer fiduciary... Brown Management is a professional services firm that specializes in providing comprehensive tax, accounting, financial..

Relevance: 14.568109