Companies similar to AGENCY 65
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  • www.hwcap.com
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We offer a variety of services* to individuals, retirees, professionals, entrepreneurs and to the businesses or practices they own. We help our clients to make informed decisions about their money, using strategic methods. Heritage West Capital..
Relevance: 16.715883
  • www.evergreen-fa.com
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Evergreen Financial Group, is a financial firm providing comprehensive financial services for pre-retirees and retirees, including investment management*, annuity advice and selection, long- term care planning for medical and nursing care, tax..
Relevance: 16.702536
  • www.planyourfuture.com.au
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Plan Your Future offers financial advice and services to help you reach your lifestyle goals. We develop a financial plan, tailored for your situation. We gather information on your current situation, discuss your life and financial goals, and then..
Relevance: 16.6955
  • www.mattmieske.com
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We are dedicated to providing investment management and strategic wealth planning to professionals, small business owners, pre-retirees, and widows. Simply put, we strive to be our client's trusted advisor. As a financial services firm, our primary..
Relevance: 16.679619
  • financialmv.com.au
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At Financial Momentum we are committed to developing and offering high quality and innovative Financial Planning products and services with particular knowledge of Super, Risk Insurance, Investment and Allocated Pension products suitable for..
Relevance: 16.663372
  • masterplanwealth.com
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Master Plan Wealth Management is a leading Fee-Only financial planning firm and Registered Investment Advisor in North Carolina. With meeting locations in Chapel Hill, Raleigh, Durham, Cary, and Pittsboro; meetings are held where it's most convenient..
Relevance: 16.638437
  • www.fixedincomeguys.com
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We are a financial services firm whose office is based out of Oshkosh, Wisconsin. Paul Dodge and Kenny Szweda truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning... We provide links from its..
Relevance: 16.600025
  • platinumwealthadvisors.com
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Platinum Wealth Advisors is a premier financial planning firm focusing on Retirement Planning services. We operate under the Fiduciary Standard which always places our clients needs first. Our primary clients are pre-retirees and retirees, ages 60..
Relevance: 16.55709
  • arthurbrowns.co.uk
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Why Arthur Browns? Well Arthur Browns Wealth Management is the wealth arm of the business, the original company Arthur Browns Insurance Brokers was set up by Arthur Brown himself in 1931 to provide insurance and investment solutions to local Doctors..
Relevance: 16.551672
  • www.strategicinvestmentservices.com
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Specialize working with High Networth individuals & Retirees. Love serving our Veterans, First Responders, School / Gov't Employees, Church, Small Businesses and anyone who provides a service to others. Being a retired veteran and a teacher..
Relevance: 16.545952
  • www.intentional-wealth.com
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Founded in 2021, Intentional Wealth is a full-service, independent financial advisory firm serving retirees, those nearing retirement and those working to position themselves for retirement... This is where it all starts. We all hope to achieve..
Relevance: 16.530226
  • renakerscott.com
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Our law firm provides advice, negotiation, and litigation services in employee benefits and employment law. We represent employees and retirees with matters involving employee benefits plans, unpaid wages, and misclassification. We also represent..
Relevance: 16.497602
  • www.isearetirees.org
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The Illinois State Employees Association Retirees (ISEA Retirees) is constituted to promote the welfare of public employees who have retired from service with the State of Illinois inn all ways compatible with the public interest and to support and..
Relevance: 16.493235
  • www.barcoinsures.com
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We specialize in individual and family health insurance for early retirees, those who are eligible for Medicare, anyone turning age 65, Medicare disabled, and we help people who have made mistakes with their Medicare benefits and are looking for..
Relevance: 16.488348
  • www.shepherdretirement.net
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Our team specializes in providing retirees with Medicare Supplements, prescription drug coverage, life insurance, Long Term Care, Social Security Maximization, and Retirement planning... We do not offer every plan available in your area. Currently,..
Relevance: 16.488205
  • www.jfjfinancial.com
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At JFJ Financial, we are dedicated to providing investment management and strategic wealth planning to pre-retirees, retirees, and accomplished individuals across the southeast. Our goal is to become a valuable resource in order to help our clients..
Relevance: 16.444458
  • www.khuranapc.com
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We represent employees, investors, businesses, and retirees in actions against companies, investment companies, insurance companies for fraud and abusive practices... We represent individuals and companies in disputes involving breaches of fiduciary..
Relevance: 16.422432
  • www.clevelandfg.com
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At Cleveland Financial Group, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully..
Relevance: 16.417048
  • practicalplanner.com
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The Practical Planner, LLC is an independent, Fee-Only financial planning firm that provides comprehensive, tax-focused financial advice and wealth management... As a Fee-Only firm, we do not sell products or receive commissions for any..
Relevance: 16.376244
  • www.blackfinancialservices.com
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As an independent financial services firm, our priority at Black Financial Services is to serve you and assist in financial planning for you as an individual or business. We focus on helping retirees and pre-retirees work towards building a more..
Relevance: 16.341988
  • www.taatjesfinancial.com
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We are the ONLY Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance in the Willmar area... We build custom Purposeful Retirement Plans that help our clients steward their time, talent and treasure... It's baked into our logo. If..
Relevance: 16.329287
  • www.ernestburleyjr.com
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For over 25 years, this firm has looked for ways to help people manage and grow their money, protect their assets, protect their loved ones, and succeed at reaching their goals. We have your best interests at heart and will work diligently towards..
Relevance: 16.315006
  • www.wcfsinvestments.com
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What Separates West Coast Financial Services from most financial organizations is that we are independent. This has been our mission from the beginning. We believe that retirees cannot get the solutions for their unique needs from an organization..
Relevance: 16.314669
  • www.goldminersclub.com
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Savvy, conservative, and conscientious consumers who are looking for smart alternative retirement solutions have come to the right place. Our products provide control and peace of mind over your long long-term retirement finances. We recognize the..
Relevance: 16.310196
  • www.wmi-consultancy.com
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Through our unique service, we have provided over $200 million of enhanced benefits to those served... Our clients include individual clients (e.g., business owners, retirees), as well as financial professionals - ranging from CPAs, trustees,..
Relevance: 16.307657
  • gibbsfinancialgroup.com
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Our firm works with Qualified Tax Advisors, Estate Planning Attorneys. Property and Casualty Agents and Medicare Supplemental Insurance Agents. When you have a question, we work hard to find you an answer from a qualified professional in our..
Relevance: 16.305235
  • baf.com.au
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BAF offers a comprehensive range of accounting services designed to suit the customized needs of individuals, retirees, businesses and self-managed super funds... Our clients are important to our firm. We remain accountable to them by providing the..
Relevance: 16.295395
  • bostianretirement.com
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There are many other reasons to buy senior life insurance. Learn more about your options by contacting a senior life insurance professional at Bostian Retirement Planning, LLC. Our life insurance specialists are the solution you're looking for if you..
Relevance: 16.28626
  • www.winwealthsolutions.com
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Win Wealth Solutions is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with unbiased advice and..
Relevance: 16.271292
  • www.griffinfinancial.com
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Griffin Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life...
Relevance: 16.256443