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  • greenwoodcapital.com
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* Prior to 2001, Greenwood Capital Associates and the term "Firm" refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of..

Relevance: 8.786452
  • greenwoodcapital.com
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Institutional Advisory Clients benefit from our consultative approach to developing and implementing an investment policy statement. With an investment mandate in place, we are able to monitor, report, and adjust adherence to your governing..

Relevance: 8.7474575
  • www.ronblue.com
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At Ronald Blue Trust, we help our 10,000 clients** transform significant wealth into wealth with significance... We have our own success story - people with a vision and a mission. Learn about how our founders shaped us into the company we are..

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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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