Companies similar to THE PLAN ADVOCATE
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  • www.theplanadvocate.com
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The Plan Advocate is a team of such specialized advisors within Independence Square Advisors - an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer... We are The Plan Advocate at..
Relevance: 25.199183
  • www.theplanadvocate.com
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We are The Plan Advocate at Independence Square Advisors, an independent consulting practice advising retirement plan sponsors as investment fiduciaries. We understand the main concerns that plague plan sponsors: fiduciary responsibilities, how their..
Relevance: 23.38678
  • www.advocatehealthadvisors.com
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Established in 2005, Advocate Health Advisors is a Veteran-owned national FMO in the Medicare market. Our leadership team has over 200 years of combined experience in the health and life Insurance Industry. Advocate Health Advisors agents are..
Relevance: 19.373089
  • spmcf.org
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At the Saint Paul & Minnesota Foundation, we are committed to investing in Minnesota and creating an equitable, just and vibrant state where all communities and people thrive. Our purpose is to inspire generosity, advocate for equity and invest in..
Relevance: 17.694399
  • www.medicarebetter.com
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ADVOCATE FINANCIAL LLC. and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. ADVOCATE FINANCIAL LLC. represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone..
Relevance: 17.482882
  • www.kingsbridgecapitaladvisors.com
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At Kingsbridge Capital Advisors, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and..
Relevance: 16.834305
  • www.ggaretirement.com
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GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary. We are a division of Granite Group Advisors, a wealth management firm established in 2003 to be the investor's advocate through a..
Relevance: 16.496714
  • cfmadvisorsinc.com
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CFM Advisors, Inc. has been providing nearly three decades of qualified plan investment experience. CFM Advisors, Inc, is an SEC Registered Investment Advisory firm dedicated to providing high quality, independent, unbiased service since 1996... CFM..
Relevance: 16.335102
  • www.advocateinnoida.com
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Are you looking out for good legal advisors who can help you with dispute settlements or with contracts etc? Do you want an advocate who can ensure that the settlement happens in your interest? Then you need to select the services of a reputed..
Relevance: 16.328339
  • mycleverfund.com
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MyCleverFund is a platform that helps you make the right financial decision by connecting you to the right Financial Advisor... We serve as your advocate, and want you to do well. The trusted advisors will bring all of the pieces of your financial..
Relevance: 16.325914
  • 401kpracticebuilder.org
In 2011, the National Association of Plan Advisors (NAPA) was formed, quickly becoming the fastest-growing member association. Created by and for retirement plan advisors, membership is also open to other retirement industry professionals who support..
Relevance: 16.14114
  • intelpointconsulting.com
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Intelpoint Consulting is a specialized team consisting of experienced tax lawyers, chartered accountants and tax professionals who advocate complex matters to taxpayers and their professional advisors...
Relevance: 16.061657
  • www.pan360inst.com
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By clicking this link, you will be leaving the pan360inst website. We are providing this link as a convenience to you. Neither Equitable Advisors, LLC nor any of its affiliates own, control, or represent the content, accuracy or opinions presented on..
Relevance: 16.042452
  • jamesbrownadvisors.com
James Brown Advisors' clients benefit from Jim's breadth and depth of experience as a public policy expert and strong advocate for corporate, non-profit, and small business entities...
Relevance: 15.873571
  • pacificcrestrea.com
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Pacific Crest Real Estate Advisors are here to help you make confident real estate decisions on properties in Yamhill County, Oregon... Here at Pacific Crest Real Estate Advisors we have spent over 20 years negotiating thousands of Sale and Lease..
Relevance: 15.704388
  • www.ocastasbn.org
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The Orange County Chapter of ASTA is an official chapter of the American Society of Travel Agents and is located in Orange County, CA. We are a chapter that consists of front-line advisors, agency owners, executives and suppliers... ASTA, short for..
Relevance: 15.611644
  • baerzproperty.com
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Baerz Property Finders & Advisors is an international broad band leader in luxury home purchase advisory, development-, relocation- and settlement services... We'd never compromise our genuine independence. Baerz Property Finders & Advisors is a..
Relevance: 15.558684
  • timmaurer.com
I am an advisor, speaker, and author. As the Chief Advisory Officer at SignatureFD, I act as the coach and advocate of our experienced corps of advisors in pursuit of the optimal delivery of our unique client experience. I wrote the book Simple Money..
Relevance: 15.520152
  • www.businessplana.com
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Business Plan Advisors is a world leader in providing business plan writing and prospectus assistance. Our staff specializes in business plan document preparation and navigating through the complex web of business plan writing. Since 1999, the..
Relevance: 15.36336
  • www.greaterportlandastachapter.org
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Our mission is as a community for ASTA members in the Greater Portland and Southwest Washington area to connect and network about business and the travel industry... Our 20,000-plus members include professional travel advisors and the companies..
Relevance: 15.300041
  • trianglehca.com
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Triangle Healthcare Advisors, LLC is a registered business broker and mergers and acquisitions advisory firm specializing exclusively in healthcare services. Our Partners have led Mergers & Acquisitions for Walgreens, Pediatric Services of America,..
Relevance: 15.283475
  • duckridge.com
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At Duckridge Advisors, we are the advocate in your corner: a seasoned M&A team guiding you through the steps necessary to maximize the return on the sale of your business... We specialize in the Home Medical Industry, designing unique and targeted..
Relevance: 15.26374
  • www.platinumpeak.com
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Platinum Peak Advisors is independently owned and operates a true fiduciary. As such, we are not tied to any one company, product or provider. As your financial advocate, our primary goal is to design the optimum plan around your life and wealth..
Relevance: 15.20212
  • plan-analytics.com
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Retirement Plan Analytics (RPA) is one of the retirement industry's most experienced service providers assisting retirement plan sponsors and plan advisors...
Relevance: 15.194269
  • walkerinsurance.org
We've become trusted advisors, and even friends, who look out for our clients' best interests above all else. We help with claims filing, advocate for our clients with insurance companies whenever possible, and still offer the personal touch...
Relevance: 15.192457
  • pcbz.co.zw
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We advocate for the rights and privileges of our members by making representations to relevant authorities, including the government and quasi-government bodies. We further advocate for implementation of best practices in the customs industry. We..
Relevance: 15.162217
  • www.assuredpartnersfinancialadvisors.com
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AssuredPartners Financial Advisors is a team of independent advisors dedicated to helping businesses of all sizes and individuals and families pursue their financial goals... AssuredPartners Financial Advisors provides financial services to..
Relevance: 15.16203
  • www.redriverwealthadvisors.com
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Through Lincoln Investment, our advisors offer financial products and services tailored to your individual needs. Red River Wealth Advisors is committed to you for the long term... At Red River Wealth Advisors, we believe that a plan is a powerful..
Relevance: 15.157129
  • napalearninglpl.org
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LPL, in partnership with the National Association of Plan Advisors (NAPA), is pleased to provide you with complimentary access to both NAPA's 401(k) Practice Builder: a state of the art, interactive web-based 401(k) plan training program, and NAPA's..
Relevance: 15.1208935
  • discovertransparency.com
We provide innovative PBM solutions for advisors and plan sponsors. Transform your bottom line today!... We assist employers and advisors in making well-informed decisions regarding their prescription plan structure. See how traditional PBMs earn..
Relevance: 15.08759