Companies similar to NEW YORK LIFE INSURANCE COMPANY
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  • www.lynnanewman.com
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As a Certified Financial Planner®, Lynn is dedicated to upholding a fiduciary standard when we manage your finances. But what does that word actually mean? As a fiduciary, we're legally obligated to protect your best interest above our own-both when..
Relevance: 14.562708
  • www.organizerfiduciaryservices.com
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Providing care as a Professional Fiduciary is as much a calling as it is a career. At the Organizer Fiduciary Service we are Fiduciaries licensed by the state of California. The fiduciary responsibility is unique, essential, and, often noble in..
Relevance: 14.562014
  • www.themonitorgroup.net
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The Monitor Group, Inc. is unique, particularly in the Augusta, Georgia area. We are fee-only, we are a fiduciary firm (working for the best interest of the client) and we are independent. We work for the client alone - and no one else... Fiduciary..
Relevance: 14.559984
  • www.vibrancewealth.com
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Vibrance Wealth Management is an independent fiduciary firm and we always place your best interest first. Broker-dealers are only required to offer suitable products and services. They are not your fiduciary. As an independent firm, we are required..
Relevance: 14.558292
  • jcnfinancial.com
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If you are looking for a financial advisor in Houston, Baton Rouge, or New Orleans, JCN Financial is a financial planning firm that puts clients like you first. Our team of fiduciary advisors provides a wide range of services including comprehensive..
Relevance: 14.5575695
  • www.handlerinvestmentconsultinggroup.com
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As your retirement plan consultant, the Handler Investment Consulting Group of Raymond James will take a disciplined and insightful approach to supporting you. With more than three decades of experience managing investments for qualified and..
Relevance: 14.555965
  • www.bridgerservices.net
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We are a business that provides fiduciary services. Our education in accounting and business administration, as well as our work experience, affords us the skill set to provide fiduciary services in varied areas. Our work experience involves court-..
Relevance: 14.5414295
  • www.myinvestmentinsight.com
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We have no affiliations with brokerage firms, insurance companies, banks, or mutual fund companies. We do not collect commissions. We work strictly for our clients. What that means to our clients is real investment advice, free from all conflicts..
Relevance: 14.539962
  • www.nationalcffassociation.org
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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule. We have taken it a step further by providing a comprehensive fiduciary training..
Relevance: 14.539443
  • www.fiduciarypp.com
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Fiduciary Pension Partners is your fiduciary partner, dedicated to delivering retirement plan solutions for sponsors and participants alike... These materials have been independently produced by Fiduciary Pension Partners, Fiduciary Pension Partners..
Relevance: 14.539274
  • www.fiduciarycounselors.com
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FIDUCIARY COUNSELORS INC. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm primarily acts as an independent fiduciary for employee benefit plans. With our extensive..
Relevance: 14.529056
  • pegasusfiduciary.com
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Our fiduciaries adhere to the highest ethical standards of the profession. Pegasus Fiduciary Services, LLC is bonded for each trust or estate it administers... The estate planning attorneys at the law firm, Draneas & Huglin, P.C., created Pegasus..
Relevance: 14.528442
  • www.teagueadvisors.com
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At Teague & Associates, we utilize some of the top research data services to guide the investment decisions that are implemented in our client portfolios. Our combination of economic and market research allows us to make well-informed decisions about..
Relevance: 14.52181
  • www.bluemoundam.com
The impact of advancing technology on every other sector of the economy, as well as, the shift to a lower carbon footprint, will lead to massive changes in how we live and invest. A true fiduciary approach takes into account these generational..
Relevance: 14.501056
  • www.saveday.com
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The only zero cost 401(k) plans for any business provider. Give your employees the retirement they deserve, at no cost to you... We have built-in fiduciary guidance and act as your ERISA 3(16) and 3(38) fiduciary. We ensure your plan is created and..
Relevance: 14.494962
  • fintg.com
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As a full service financial planning office our advisors will help you choose the right products and services to help you achieve your goals. We focus on process more than products and have a fiduciary responsibility to do what is in your best..
Relevance: 14.476112
  • www.schmidtwealth.com
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At Schmidt Wealth Management, we take great care in assembling a team of financial professionals and fiduciary advisors who will work together to make sure all aspects of your financial life are being addressed... For over 35 years we have been..
Relevance: 14.465012
  • www.summitfin.com
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We are not beholden to any family of funds or investment products. As a fiduciary, we are legally committed to follow a clear-cut rule, that we will act in your best interest, responsibly, and with your motives and goals in mind... At Summit..
Relevance: 14.464632
  • cenaclecapital.com
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There will not be a ‘product-driven sales' culture at Cenacle Capital Management. There will be no ‘hidden' fees charged. The strategies we choose together will be the best one that fits your financial goals at that time. We make our own decisions..
Relevance: 14.447522
  • bpguardians.com
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BPG is a regional guardianship company, specializing in assisting incompetent adults. We offer full-service case management and fiduciary services, serving as a professional guardian and/or conservator for individuals who have been judicially..
Relevance: 14.441509
  • fiduciarywise.com
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Our mission at Fiduciary Wise is to alleviate as much fiduciary responsibility from plan sponsors as possible and effectively achieve success and compliance in the management, investments, and administration of their retirement plan by focusing on..
Relevance: 14.420248
  • www.myfiduciary.ca
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As a fiduciary, we provide comprehensive wealth management solutions uniquely designed and independently delivered... With so many money-management firms, brokers and investment products to navigate, we help our clients find clarity in what can be a..
Relevance: 14.413362
  • www.ffcorp.com
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First Fiduciary Corporation was the first professional fiduciary in Minnesota, founded in 1969. We provide personal and financial services to a wide variety of individuals. We act as Guardian, Conservator, Trustee, Personal Representative for..
Relevance: 14.405065
  • www.retirewithicm.com
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We provide ongoing guidance and support in making future financial decisions. ICM requests a personal meeting with you at least every six months... At Integrity Capital Management it's not lip service when we say we look out for our clients. We put..
Relevance: 14.401284
  • www.trustandhonor.co
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Because family dynamics are complex, working with a fiduciary can ease the personal burdens put on individual family members, minimize power struggles, and provide clients with greater peace of mind, knowing their needs and wishes will be supported..
Relevance: 14.395061
  • www.teamttg.com
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TTG Financial is a Registered Investment Advisor, a Fiduciary. Taking on fiduciary responsibility is the highest legal duty from one party to another. As such, you are bound ethically and legally to always act in the best interest of your clients...
Relevance: 14.383119
  • www.foryourfuture.net
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At Financial Consultants Group, we're held to a fiduciary standard, meaning that we arecommitted to placing our clients' interests ahead of our own. We act as the guardian of your investment future by helping you build, grow, protect, and in some..
Relevance: 14.380377
  • boutiquewm.com
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Our goal is to earn your business and build a long term relationship, guiding you to financial success. Let us show your how we can reduce your overall costs through lower portfolio and advisory fees... Boutique Wealth Management limits the number..
Relevance: 14.35615
  • familyfiduciaryservices.com
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Our firm is assembled with a team trained in multiple aspects of Trust and Financial Management. Our Partners have decades of experience acquired through their licenses as Professional Fiduciary, CPA, and Enrolled Agents. Family Fiduciary Services,..
Relevance: 14.35473
  • diogenes-fg.com
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In addition to our assessment and certification of nonprofits and pension plans to ISO 9000 based global fiduciary standards, we are in the process of launching a resource called "CyberGov™: Fiduciary Cyber Compliance for the Global Enterprise" to..
Relevance: 14.350841