Companies similar to SENIOR ADVOCACY GROUP
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  • 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: 19.75007
  • turnerfiduciary.wordpress.com
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In our practice we serve as professional fiduciary or mediator in Adams, Boulder, Broomfield, Denver, El Paso, Jefferson, Larimer, Pueblo, and Weld counties. Our frequent presence in these jurisdictions allows us to have the knowledge to provide you..
Relevance: 18.675798
  • www.grovestreetfiduciary.com
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Grove Street Fiduciary, LLC is among the most highly rated and respected fee-only financial advisors in the country, advocating for clients since 1988... As independent fiduciary (fee-only) advisors, we serve only you, our client. We have the..
Relevance: 18.45029
  • 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: 17.984505
  • rkofidservices.com
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RKO Fiduciary Services provides experienced professional Trust and Estate administration of any size and complexity. Licensed by the state of California, we are a neutral third-party who can serve privately or may be appointed by the court to serve..
Relevance: 17.85151
  • 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: 17.644724
  • 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: 17.635828
  • coloradoprofiduciary.com
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Colorado Professional Fiduciary Services, LLC provides services as a Conservator, Trustee, Personal Representative, and Professional Power of Attorney. All services are provided by a highly experienced Licensed and Nationally Certified Fiduciary.....
Relevance: 17.424583
  • 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: 17.212805
  • 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: 17.193445
  • towersfiduciary.com
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Towers Fiduciary is a boutique investment management consulting company founded by Marc Towers to provide independent non-executive directorships and other fiduciary services to the alternative investment management industry. Our core service is the..
Relevance: 17.07753
  • rrfidu.com
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Red Rock Fiduciary Services is a boutique firm specializing in fiduciary appointments for business entities, non-profits and private trusts. owned and operated by Faith Devine, a former federal prosecutor... We serve as court appointed Receivers in..
Relevance: 16.947695
  • 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: 16.917076
  • www.coastfiduciary.com
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Coast Fiduciary Services is proud to serve clients in Ventura, Camarillo, Ojai, Santa Barbara, Montecito and surrounding areas of Southern California... We are committed to carrying out your wishes, giving our clients greater peace of mind that..
Relevance: 16.707695
  • fortifiedwealth.com
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As Independent Registered Investment Advisors, we have a single dedication and focus: your goals. For us, being independent means having the freedom to better serve our clients. We provide complete transparency into investment fees and our process...
Relevance: 16.68184
  • hansenpereira.com
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Hansen & Pereira offers a spectrum of traditional fiduciary roles. We serve as court-appointed or privately named trustees, trust protectors, executors or administrators of a will, agents for finance under a durable power of attorney, and agents for..
Relevance: 16.673582
  • www.smithfieldtrustco.com
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Smithfield Trust Company is a private trust company chartered and regulated by the Pennsylvania Department of Banking. Smithfield provides an array of family office solutions including trust & fiduciary services, investment management, estate..
Relevance: 16.590155
  • 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: 16.581497
  • northcoastfiduciary.com
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North Coast Fiduciary is a full service licensed California Professional Fiduciary firm. We take on roles as Trustee for both Grantor and Special Needs Trust estates. We serve as court appointed Conservator of the Person and/or the Estate for Adults..
Relevance: 16.50131
  • www.compliance-401k.com
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Compliance 401K™ is an independent external 401(k) Plan compliance partner for retirement plan sponsors. We serve as the ERISA 3(16) Administrative Fiduciary & and more importantly, as the ERISA 402(a) Named Fiduciary to ensure plan sponsors meet all..
Relevance: 16.381205
  • www.brentwood401k.com
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Brentwood 401(k), LLC is a registered investment adviser owned by Mark Zorko. At Brentwood, our primary objective is to serve as a 401(k) plan advisor for businesses who need independent and objective support to meet their fiduciary obligations...
Relevance: 16.343876
  • www.cherrycreekfiduciary.com
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Whether your case involves an uncontested or litigated administration, and regardless of the degree of complexity or court involvement, Sara's legal and fiduciary background will ensure that your estate planning wishes are honored both before and..
Relevance: 16.341368
  • gracefiduciary.com
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Our goal is to safeguard and enhance the quality of life for our clients and their loved ones as they gracefully manage life's financial and personal care transitions. With Grace Fiduciary, you will receive a dedicated continuation of service. Each..
Relevance: 16.283472
  • www.tolsmainvestments.com
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I believe everyone should have a personal Chief Financial Officer (CFO) for their financial life. I am the founder and managing director of Tolsma Investments, LLC, an SEC registered investment advisor (RIA) domiciled in Washington State. This..
Relevance: 16.21591
  • www.finwaygroup.com
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The Finway Group is a team of over 20 retirement plan experts who are dedicated to improving the operation and effectiveness of our clients' retirement plans. Today, we serve more than 600 plans nationally, representing over $1.5 billion in assets..
Relevance: 16.192589
  • olsonfiduciary.com
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I have a B.S. in business administration from Oral Roberts University, certificates for Professional Fiduciary Management for Conservators and Professional Fiduciary Management for Trustees from Cal-State Fullerton and have ongoing continuing..
Relevance: 16.149765
  • www.financialservicesaz.com
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Statewide Financial Services, LLC is a full service, one stop financial center. With over twenty-five years of banking experience, twenty years of tax preparation experience and sixteen plus years as a licensed fiduciary in Arizona. We can serve you..
Relevance: 16.089628
  • www.wheatgivens.com
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Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial..
Relevance: 16.085321
  • w2woman.com
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Our philosophy is Courage. Candor. Commitment. We know that you are you nique! We serve your financial needs, and goals, with confidentiality and as a fiduciary, meaning we are legally bound to advise you based on what is in your best interest...
Relevance: 16.080894
  • www.investorsadv.com
A Sling and A Stone is a fee-only, Investment Advisory firm registered with the Texas State Securities Board. Approval by the State of Texas Securities Board is not an endorsement of the firm. We serve all our clients in a fiduciary capacity... We..
Relevance: 16.048923