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  • parsecfinancial.com
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Parsec Financial is a fee-only registered investment advisor with $4.08 billion in assets under management as of March 31, 2022. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services..
Relevance: 6.1527925
  • moderawealth.com
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  • 16
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Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only..
Relevance: 2.8802462
  • moderawealth.com
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Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country's first fee-only advisory firms... At Modera, we understand your dilemma. We know that with simplicity..
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  • www.plannersearch.org
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Choosing a CERTIFIED FINANCIAL PLANNER™ professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many CFP® professionals specialize in working with certain types of clients, such as small-business owners,..
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