Other Financial and Investment Services
Concierge Legacy Advisors
3597 East Monarch Sky Lane Suite 240,
Meridian, 83646
208-344-9704
BECAUSE IT’S YOUR LEGACY.
We are a team of multidisciplinary experts in managing wealth, risk, estate preparation & investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our ...
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Teachers 2 Retire
2511 Parrish Street,
Burlington, 27215
937-209-8200
Working with teachers with their pension and retirement options.
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Lentz Thompson Retirement Advisors
2205 Graham Avenue SW Suite B,
Decatur, 35601
256-308-9766
Everyone deserves the opportunity to work with a firm that has your best interest in mind.
Our firm is built upon trust. At Lentz Thompson Retirement Advisors, we view our clients as family and manage each person's wealth plan as if we were ...
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Integrated Equity Management
8009 34th Avenue South Suite 1550,
Bloomington, 55425
952-854-5544
At IEM, we put our clients first, investing in long-term relationships. No matter how your goals evolve over time, we use a holistic perspective to help you navigate the issues of wealth accumulation, taxation, income in retirement, investment ...
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Prosperity Partners Wealth Management
306 Prosperity Drive Suites 101 & 103,
Knoxville, 37923
865-690-0049
At Prosperity Partners Wealth Management, our job is to help you maintain your lifestyle, preserve your wealth, and create your legacy for today, tomorrow, and for the years to come. Whether you are making plans or going through a major life ...
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Investment Advisory Services
9303 New Trails Drive Suite 450,
The Woodlands, 77381
281-364-0606
IAS offers comprehensive solutions through a spectrum of Wealth Management services. From growing your wealth with disciplined investment strategies, to planning for your family’s future or preparing for retirement, IAS is a client-friendly firm ...
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Focus Financial Group Inc.
29000 Inkster Road Suite 100,
Southfield, 48034
248-646-0696
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Stratera Retirement
11350 McCormick Road Executive Plaza IV,
Hunt Valley, 21031
410-584-7444
The Statera Retirement Method was developed to look at retirement in a different light. Unlike the “withdrawal method” or “4% Rule” that uses your portfolio to hedge all of the retirement risks, the Statera Method looks at the retirement ...
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Sikorski Wealth Management Group
203 E. Jefferson Street,
Valparaiso, 46383
219-548-7373
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IIS Financial Services
707 Sable Oaks Drive Suite 203,
South Portland, 04106
207-761-4733
IIS Financial Services,
Please see our affiliate office
45 Memorial Circle Suite 104
Augusta, ME 04330
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David Cichon - Householder Group
7700 East Arapahoe Road Suite 110,
Centennial, 80112
720-482-1917
Mission
To provide sound, objective advice on retirement planning, tax planning, estate planning, investments and risk management to our clients. Maintain an independent environment, where our advisors are free to focus on the best possible ...
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Complete Wealth Strategies
1055 Saint Paul Place Suite 155,
Cincinnati, 45202
513-538-1880
Founder and Independent Wealth Manger, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this ...
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NHAPS Realty, LLC
90 State St Suite 700 Office 40,
Albany, 12207
845-288-1465
NHAPS Realty, LLC buys houses as-is and with terms. We offer owner financing/ lease-purchase options and credit repair. NHAPS Realty, LLC also works with private lenders for safer investments. We work to form a win, win, win solutions for all ...
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C.E. Wealth Group
15720 Brixham Hill Avenue Suite 575,
Charlotte, 28277
704-612-4113
The financial environment today is unlike any before. We face new challenges to our economy, our market, and our political process each and every new day both at home and abroad. In order to maneuver through this new world of change it is crucial ...
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The JL Smith Group
36610 Detroit Road,
Avon, 44011
440-934-9181
The road leading to your financial independence in retirement can be a bumpy one. Proper navigation is critical to reaching your ultimate destination – a secure and well-coordinated retirement.
At The JL Smith Group we are fiduciary advisors ...
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Janney Montgomery Scott LLC
Special Offer: Click here to learn more!
6340 Sugarloaf Parkway Suite 130,
Duluth, 30097
678-448-4850
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Janney Montgomery Scott LLC
Special Offer: Click here to learn more!
6241 River Road,
Richmond, 23229
804-799-7600
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Patrick McCulloh - RBC Wealth Management Financial Advisor
Special Offer: Strengthening your financial security℠
1201 Wills Street Suite 230,
Baltimore, 21231
410-468-2735
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The Gounaris Group
Special Offer: Strengthening your financial security℠
1201 Wills Street Suite 230,
Baltimore, 21231
410-468-2734
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Samuel Reese III - RBC Wealth Management Financial Advisor
Special Offer: Strengthening your financial security℠
401 N Main Street 2nd Floor,
Greenville, 29601
864-255-4807
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Paul Ness - Thrivent
117 N Lake Ave Suite 2,
Battle Lake, 56515
218-731-2468
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Battle Lake, ...
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Joseph Weise - Thrivent
Special Offer: Learn More
34 S. 2nd Ave E. Suite 204,
Ely, 55731
218-235-8818
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Jim Newell - Thrivent
543 Ridge Rd,
Queensbury, 12804
518-248-8102
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Queensbury, ...
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Camille Johnson - Thrivent
14850 N Scottsdale Rd Suite 395,
Scottsdale, 85254
480-294-1837
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, ...
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Kyle Olson - Thrivent
Special Offer: Learn More
523 Oregon St.,
Hiawatha, 66434
785-740-4648
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Cistron Financial
1751 Lake Cook Road Suite 350,
Deerfield, 60015
224-328-1600
Cistron Financial
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Huskey Financial Planning
1036 Lansing Drive Suite 200,
Mount Pleasant, 29464
843-714-3387
At first glance, financial planning might appear to be black and white...but at Huskey Financial Planning, we focus on what gives your life color.
When you envision your future, you aren’t thinking of interest rates and stock returns—you’re ...
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Lori DiGangi - UBS Financial Services Inc.
58 South Service Road Suite 310,
Melville, 11747
631-454-3217
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Allstate Personal Financial Representative: Weldon Coleman
Special Offer: Call today
3485 N Desert Dr Ste 103,
East Point, 30344
404-295-6513
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The Wacker, Prophit, Demko, Goodenough Group - UBS Financial Services Inc.
2000 Avenue of the Stars 7th. Floor North,
Los Angeles, 90067
310-734-2389
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Selkirk Investments
Special Offer: CALL TODAY
421 W Riverside Ave,
Y,
Spokane, 99201
509-777-2900
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Source Rock Capital Management
215 N Saint Joseph Street,
Gonzales, 78629
830-672-5716
Source Rock Capital Management is an investment advisory firm that provides wealth management and financial planning services for successful individuals and families, primarily in the oil and gas industry. The firm also provides retirement plan ...
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Altman Advisors
233 S. Wacker Drive Suite 9750,
Chicago, 60606
312-759-7801
At Altman Advisors, we do more than invest our clients’ assets — we are stewards of their wealth.
Since 1977, we have supported successful individuals and families who seek a true advocate and ally as they transform their life’s work into a ...
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Diversified Wealth Strategies, LLC
N28 W23000 Roundy Drive Suite 201,
Pewaukee, 53072
262-875-4585
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Ann Poloko, LLC
1432 Edinger Avenue Suite 140,
Tustin, 92780
714-508-4818
Feel The Difference Our Commitment Makes
Caring and experience are at the core of everything we do for our clients. We believe that our key strengths are our:
Total Focus On Your Interests. As an independent firm, we have no corporate ties or ...
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Allstate Personal Financial Representative: Kennedy Martin
131 Hartford Ave,
East Granby, 06026
860-712-1939
As a Personal Financial Representative in East Granby, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique.That’s why when you contact me at my East ...
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Family Wealth Management Group
81 Crown Mountain Place A-500,
Dahlonega, 30533
706-864-8631
Simplify Your Life
Taking time to understand yourself in regards to how you relate to money is the first step. Clarifying your resources and goals helps to try to plan your financial goals and roadmap for your family. Our responsibility is to go ...
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Granite Canyon Wealth Management
1124 West South Jordan Parkway Suite D,
South Jordan, 84095
435-865-7135
WELCOME TO GRANITE CANYON WEALTH MANAGEMENT
Whether you are searching for advice personally or for an organization, our goal is to help you gain confidence in your future.
Granite Canyon Wealth builds a bridge between you and opportunities in the ...
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Jeffrey Bjurstrom - Securities America, Inc.
12396 World Trade Drive Suite 310,
San Diego, 92128
858-487-9403
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Mauch Chunk Trust Wealth Management
1202 North Street,
Jim Thorpe, 18229
570-325-2265
At Mauch Chunk Trust Wealth Management, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial ...
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The Wealth Solutions Group
106B Fountain Brook Circle,
Cary, 27511
800-971-0001
See our affiliate Burlington Office
3132 Commerce Place Suite B1
Burlington, NC 27215
Toll-Free: 800-971-0001
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
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The Hoffman Rappaport Group - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
299 Park Avenue 8th Floor,
New York, 10171
212-821-2705
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Erik Holton - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
1 Century Tower 4th and 6th Floors, 265 Church Street,
New Haven, 06510
617-261-2739
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Benjamin Dean - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
555 California Street 32nd/ 34th /46th Floor,
San Francisco, 94104
415-576-3752
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Bing Presnell - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
555 California Street 32nd/ 34th /46th Floor,
San Francisco, 94104
415-963-5286
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Team WW - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
2000 Avenue of the Stars 7th. Floor North,
Los Angeles, 90067
310-734-2459
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Executive Wealth Consulting Group - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
95 State Street Suite 2210,
Salt Lake City, 84111
877-446-3189
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Mark Sikorski - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
2121 Rosecrans Avenue Suite 1300,
El Segundo, 90245
424-301-3810
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Borden Group - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
555 California Street 32nd Floor,
San Francisco, 94104
415-963-5391
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Helen Vollmer - UBS Financial Services Inc.
Special Offer: We can help you embrace your financial future
555 California Street 32nd/ 34th /46th Floor,
San Francisco, 94104
415-963-5285
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