Registered Investment Advisor

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Wealth Management

Strong Heritage Financial Group - 03/23/2011

Wealth Management from Strong Heritage Financial Group
 We manage client's wealth based upon a custom Investment Policy Statement designed to meet each client's personal needs, including: - Goal Identification & Prioritization; - Time Horizon & Target Dates; - Risk Tolerance; - Current Financial Resources; - Risk & Return Targets; - Investment Strategy; - Asset Allocation; - Capital Addition & Withdrawals; - Income Reinvestment and/or Distribution; - Investment Restrictions; - Scheduled Plan & Portfolio Reviews.
Financial Planning

Strong Heritage Financial Group - 03/23/2011

Financial Planning from Strong Heritage Financial Group
  We create custom financial plans based upon each client's personal needs & situation, including: - Investment Policy Statement; - Goal Identification & Prioritization; - Financial Statement Preparation & Analysis; - Insurance Analysis & Planning; - Education Savings Analysis & Planning; - Retirement Preparation Analysis & Planning; - Retirement Income Distribution Analysis & Planning; - Stock Option Analysis & Planning; - Estate Plan Analysis & Plannin…
Northeast Tennessee's Premier Wrestling Tournament Signs Title Sponsor

Strong Heritage Financial Group - 01/03/2013

Strong Heritage Financial Group has agreed to become Title Sponsor of the Greeneville Invitational Tournament (GIT). The substantial sponsorship provides much needed funding for Greeneville’s exceptionally successful wrestling program. The Strong Heritage Greeneville Invitational Tournament (SHGIT) is Northeast Tennessee’s premier wrestling tournament. Participation is by team invitation only and includes the best wrestling teams in East Tennessee, as well as top teams from across the state. N…
cfp

Sage Point Financial - 10/15/2012

cfp from Sage Point Financial
f one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join Sa…
Financial Planning

TCS Financial Services, Inc. - 07/23/2012

r your specific goals and requirements, as well as for the greatest benefit across your entire planning portfolio.
We offer the following services:

BAUMGARTNER FINANCIAL SERVICES, LTD. - 05/31/2012

Retirement Planning, Traditional IRAs, Roth IRAs, Rollover IRAs, Open-End Mutual Funds, Asset Allocation Model Portfolios, Solo 401Ks
Registered Investment Advisor

Carlos Contreras, Investment Adviser Representative, FMSA - 04/04/2012

  Many independent RIAs provide services that address a variety of complex investment needs that often arise when you accumulate significant wealth, such as assisting you with the sale of business, complicated tax situations, trust and intergenerational issues. Some advisors are specialist in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing. Given the rich diversity of specialization throughout the industry, no matter ho…
Investment Management

Carlos Contreras, Investment Adviser Representative, FMSA - 04/04/2012

In addition to financial services for high net worth individuals, executives, widows, and retirees, as a independent fee-only SEC registered investment adviser (RIA) FMSA can provide financial advisory services for your firm's or practice's retirement account, including 401(k) accounts, profit sharing trusts, and SEP accounts. FMSA acknowledges in writing, our role as an ERISA fiduciary, providing safe harbor protection for plan fiduciaries.
Haney CPA Group, PC

Indianapolis, IN

317 841 6009

At Haney Financial Services, our federally registered Investment Advisor Representatives help clients achieve their financial goals by building and preserving investment assets through affiliation with Intrepid Fin…

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Investment AdvisorInvestment Advisor Representatives

Haney Financial Services

Indianapolis, IN

317 841 6009

At Haney Financial Services, our federally registered Investment Advisor Representatives help clients achieve their financial goals by building and preserving investment assets through affiliation with Intrepid Fin…

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Investment AdvisorInvestment Advisor Representatives

Registered Investment Advisor

Concord, Ca

8187036826

How to Become and prosper as a registered investment advisor

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Investment AdvisorInvestment ManagerRegistered RepresentativePortfolio Management Software

Registered Investment Advisor

Concord, Ca

9098755678

How to Become and prosper as a registered investment advisor

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Investment AdvisorInvestment ManagerRegistered RepresentativePortfolio Management Software

Haney Cpa Group Pc

Indianapolis, IN

317 841 6009

At Haney Financial Services, our federally registered Investment Advisor Representatives help clients achieve their financial goals by building and preserving investment assets through affiliation with Intrepid Fin…

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Investment AdvisorInvestment Advisor Representatives

Global Financial Planning Group

Troy, MI

(248) 643 4820

Global Financial Planning Group, LLC is an independent registered investment advisory firm that specializes in retirement and estate planning strategies for both individuals and corporations Investment advice …

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Investment AdvisorRegistered Investment Advisory FirmRegistered Investment AdvisoryInvestment Advisory Firm

Capital Wealth Management

el Paso, TX

(915) 577 0084

Capital Wealth Management is registered with the Massachusetts Securities Division as a Registered Investment Advisor, in accordance with the requirements of the United States Securities and Exchange Commission …

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Investment AdvisorSecurities DivisionFinancial AdvisoryFinancial Advice

Capital Wealth Management

el Paso, TX

(915) 577 0084

Capital Wealth Management is registered with the Massachusetts Securities Division as a Registered Investment Advisor, in accordance with the requirements of the United States Securities and Exchange Commission …

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Investment AdvisorSecurities DivisionFinancial AdvisoryFinancial Advice

Mission Control Investment Strategies

ENGLEWOOD, CO

720 895 1949

Mission Control Investment Strategies A Registered Investment Advisor The essential reason Mission Control Investment Strategies All of our strategies are a result of or related to the knowledge we have gai…

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Investment AdvisorInvestment Strategies

Amling Investments

Chicago, IL

(312) 513 8906

Amling Investments Wealth Management for the Rest of Us An independent fee-only registered investment advisor offering comprehensive financial planning and investment management services

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Investment AdvisorComprehensive Financial PlanningPlanning And InvestmentInvestment Management Services

Path Financial

Sarasota, FL

+1 941 350 7904

A registered investment advisor in Sarasota, Florida and the surrounding area. Independent financial advisor for retirement accounts and portfolios of individuals and corporations. Investment management in Sarasota, Flo…

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Investment AdvisorInvestment AdviseFinancial PlannerFinancial Advise

StanCorp Investment Advisers

Tampa, FL

813 961 5926

StanCorp Investment Advisers Tampa Florida Cheryl Bott An established registered investment advisor with the Securities and Exchange Commission, StanCorp Investment Advisers adheres to a prudent approach to ma…

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Investment AdvisorInvestment AdvisersFee Only Financial PlanningFinancial Advice

Capital Wealth Management

El Paso, TX

915 577 0084

Capital Wealth Management is a Massachusetts fee only financial advisory firm that offers free financial portfolio reviews to analyze and recommend investment management strategies. Capital Wealth Management President, …

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Investment AdvisorSecurities DivisionFinancial AdvisoryFinancial Advice

Horizon Point Wealth Management

Livingston, NJ

Horizon Point Wealth Management, LLC is a SEC registered investment advisor Investment advisory services offered through Horizon Point Wealth Management, LLC, a registered investment advisor We specialize…

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Sec Registered Investment AdvisorSec Registered InvestmentInvestment AdvisorInvestment Advisory Services

Commencement Financial Planning Llc

Tacoma, WA

253 820 6432

Commencement Financial Planning LLC is an independent Fee-Only Registered Investment Advisor in Tacoma offering comprehensive financial planning and wealth management services to individuals and families who are seeking…

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Investment AdvisorComprehensive Financial PlanningFinancial PlannerFinancial Advice

Fisk Financial Services

LOS ANGELES, CA

310 308 4903

Fisk Financial Services is a Registered Investment Advisor providing businesses with unbiased 401(k) plan search, conversion, open-enrollment, advice, employee education and roll-overs

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Investment AdvisorCertified Financial PlannerMutual Fund

Safe Harbor Asset Management

Huntington, NY

(631) 421 4341

Financial Planner on Long Island, New York, Registered Investment Advisor, RIA, Fee Based Asset Management

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Fee Based Asset ManagementInvestment AdvisorModern Portfolio TheoryInvestment Advisory Services

Northstar Financial Planners

Plantation, FL

954 693 0030

Northstar Financial Planners, Inc. is a fee-only registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. Our services include financial planning…

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Investment AdvisorDimensional FundsFinancial PlannersChartered Financial Consultant

Advanced Math Investing

Margate, FL

954 804 3722

If you are seeking a registered investment advisor, financial planner, stock market advice, investment advice,or retirement planning, Advanced Math commits to reaching your investmernt goals. Our investing philosophy an…

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Registered Investment Advisor FirmInvestment Advisor FirmInvestment AdvisorFinancial Planner

Condon Wealth Management

Plymouth, MA

508 746 7763

Welcome to Condon Wealth Management Investment advisory services offered through Condon Wealth Management, LLC, a registered investment advisor We work with individuals, families, and small business owner…

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Investment AdvisorInvestment Advisory ServicesWealth Management StrategiesInvestment Advisory

Perspective Asset Management

Fishers, IN

317 833 6299

Welcome to Perspective Asset Management, LLC Perspective Asset Management, LLC is a Registered Investment Advisor (RIA). We provide investment advice, portfolio management and financial consulting services to individual…

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Investment AdvisorPortfolio ManagementIndividual Investor

Sparrow Wealth

Allentown, PA

877 330 9191

Sparrow Wealth Management, a Registered Investment Advisor, provides asset management and fee-only financial planning services in Pennsylvania, Las Vegas, for a select clientele nationwide. We build globally diversified…

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Financial PlannersFinancial PlannerMutual Fund

Pf Capital Management

(646) 470 8878

PF Capital Management, LLC is an independent, New York State registered investment advisory company that provides comprehensive investment management solutions for clients seeking unbiased services and personalized…

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Investment Advisory CompanyRegistered Investment AdvisoryInvestment Management SolutionsComprehensive Investment

Bx Asset Management

713 341 4700

All securities and advisory services are offered through brokersXpress, LLC Member FINRA/SIPC/NFA and a Registered Investment Advisor doing business as bX Advisors and bX Asset Management

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Investment AdvisorSecurities And Advisory Services

Reston Capital Management

571 213 1996

Welcome to Reston Capital Management Reston Capital Management is a registered investment advisor offering private wealth management solutions for individuals and organizations

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Investment AdvisorInvestment AdvisersPrivate Wealth Management

Thomas Investment Management

Los Angeles, CA

(424) 239 9535

Thomas Investment Management is a Registered Investment Advisor based in Los Angeles, California. Providing objective, unbiased investment advice to help you achieve your goals and to make your life simpler

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Registered Investment Advisor BasedInvestment AdvisorIndependent Investment AdvisorIndependent Financial Advisor

Assurance Investment Management ,LLC

Hudson, OH

330-650-1750

Registered Investment Advisor, Fee-only, with over 32 years experience, customizing individual global portfolios to protect wealth and generate growth for individuals, and institutions.

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Retirement AdvisorFinancial Planner

Lapcguy

(323) 482 2904

Our clients include financial planners, registered investment advisors, law firms, healthcare providers and chemical distributors We provide onsite services and support for home computer users and small busines…

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Joselit Asset Management

312 347 5031

Joselit Asset Management is a registered investment advisor providing customized and comprehensive financial advice Bradley S. Joselit, the founder of Joselit Asset Management, has 20 years of experience tradin…

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Investment AdvisorFinancial Advice

Wolfson Wealth Management

Iselton, CA

916 760 7757

Wolfson Wealth Management, LLC is an independent Registered Investment Advisor , offering objective and unbiased wealth management and advisory services to our clients In accordance with SEC requirements, Wolfs…

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Investment AdvisorInvestment Portfolio

Ami Investment Management

Kendallville, IN

(260) 347 1281

AMI is an independently owned registered investment advisor that provides investment management services to individuals and institutions. We utilize a disciplined, rigorous, bottom-up approach to protect and build our c…

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Investment AdvisorChartered Financial AnalystInvestment ManagerInvestment Management Services

AFCG, LLC

Richmond, VA

804-672-0040

AFCG, LLC is a fee-only Registered Investment Advisor specializing in Financial Planning and Investment Management.  We offer our fiduciary-based services to individuals, families, trusts, Qualified Retirement Plans, an…

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Investment AdvisorCertified Financial PlannerInvestment Management

Bicoastal Financial Llc

Lodi, CA

209 333 1141

Bicoastal Financial is a Registered Investment Advisor offering Financial and Retirement planning services serving Lodi, Sacramento and Stockton. Provide 401k and IRA rollovers, securities

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Investment AdvisorFinancial And Retirement PlanningInvestment Management

Tegeler Advisory Services

Wasilla, AK

907 376 4925

Tegeler Advisory Services, LLC is a Registered Investment Advisor (RIA) located in Wasilla, Alaska providing wealth and investment management services using an unique objective process for asset allocation and securitie…

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Investment AdvisorModern Portfolio TheoryFinancial PlannerWealth And Investment Management

R. M. Neilio & Associates

Hampstead, NH

603 329 4305

Independent Registered Investment Advisor specializing in Pre- and Post-Retirement Planning, Tax Planning, Business Succession Planning, Estate Planning. 121 & 111 in Hampstead, NH

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Investment Advisor SpecializingInvestment AdvisorFinancial AdviserFinancial Planner

Gurun Investment Advisors

Dallas, TX

(214) 691 4451

Welcome to Gurun Investment Advisors Incorporated in 1981, Gurun Investment Advisors is an independently owned Registered Investment Advisor located in

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Investment AdvisorInvestment AdvisorsCustomized Investment Solutions

Mcpherson Asset Management

Dallas, TX

972 354-2000

McPherson Asset Management Dallas - 8360 LBJ Freeway, Suite 100 Dallas, TX 75243. Independent, Registered Investment Advisor Dallas. Wealth management, personal investment management, Dallas financial services

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Investment Advisor

Boardwalk Capital Management

Atlanta, GA

404 343 2026

Boardwalk Capital Management -- An Atlanta, GA based registered investment advisor specializing in Sustainable Investing. Cost effective, transparent, disciplined, Independent

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Investment Advisor SpecializingInvestment Advisor

Medi-home Health

Roanoke, VA

540 342 6539

McQueen Financial Advisors, fee-based SEC registered investment advisor providing Asset Liability Management (ALM), Investment Portfolio Management, Mortgage Servicing Rights Valuation (MSR) and Strategic Consulting ser…

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Sec Registered Investment AdvisorSec Registered InvestmentInvestment Advisorinvestment portfolio management

Timberland Investment Rsrcs

Dalton, GA

706 281 2000

Timberland Investment Resources, LLC (TIR) is a registered investment advisor and private Timberland Investment Management Organization (TIMO) dedicated to producing superior risk-adjusted timberland returns for its cli…

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Investment AdvisorTimberland InvestmentsTree SeedsInvestment Philosophy

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