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86 RESULTS WITHIN anywhere FROM https:, United Kingdom
Berrin Management Group
Distance: 4,098.86km
6501 Congress Avenue Suite 100, Boca Raton
Tel: 561-241-4485
Berrin Management Group LLC is an independent financial advisory organization. Through the use of many financial tools we work with you to help design a strategy to preserve wealth protect assets and provide income.We act as the financial quarterback for you and your family. We will work with all of your advisors including attorneys and accountants. Whether you are an individual family professional athlete or corporation Berrin Management Group will assist you in designing implementing monitoring and adjusting your financial plans throughout your lifetime.... read more
Richard F Katz, MBA
Distance: 4,101.18km
3609 Starboard Ave, Cooper City
Tel: 954-662-6293
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information services and products to help you reach your goals... read more
PETROCELLI FINANCIAL SERVICES
Distance: 4,105.22km
120 Broadway, 29th Floor, New York
Tel: 212-261-9530
Serving New York NY and outlying areas Robert Petrocelli and associates are offering the following services but not limited to: Life Insurance Estate Planning Investments Retirement Planning and Tax Strategies to help clients reach their financial goals... read more
Dave Spellman, Principal
Distance: 12,772.45km
969 Main Street, Westbrook
Tel: 207-887-7475
Insurance and financial services. Services include employee benefit plans for small and medium size businesses with Health Insurance Dental Life Disability Vision -- as well as 401(k) Profit Sharing and other Retirement Plans.... read more
Robert Shabkie, CFP, J.D., LL.M.
Distance: 12,772.45km
7777 Alvarado Rd. Suite 263, La Mesa
Tel: 858-560-0766
Robert Shabkie is passionate about partnering with his clients to help each discover and work toward his or her major personal and financial life goals. He contributes a wealth of knowledge to each client's experience. In addition to his Series 7 and 66 securities registrations Robert holds a Certified Financial Planner designation and is a licensed attorney with a Master of Laws in Taxation.... read more
Kevin G. Wortham
Distance: 12,772.45km
13455 Noel Road, 20th Floor, Galleria Tower Two, Dallas
Tel: 469-544-9344
Kevin G. Wortham at Red River Wealth Strategies is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Offering Retirement Services Life Insurance Health Insurance Disability Income Insurance Long-Term Care Insurance Auto and Home Insurance for Individuals and Businesses.... read more
Chart Advisors LLC
Distance: 12,772.45km
7952 Secor Rd., Lambertville
Tel: 734-850-1040
Chart Advisors LLC is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners including: Investment related tax strategies Investment management Retirement strategies Estate planning and Insurance and annuity products.... read more
Team Woodbridge
Distance: 12,772.45km
581 Main St, suite 620, Woodbridge
Tel: 7323265625
We have been working with individuals and businesses in the New Jersey area for 20 yearsEach of our agents has extensive personal and professional experience.Many hold various professional designations and qualified representatives are registered and licensed to sell a variety of investment and insurance products.We're looking forward to using our experience to help you pursue your financial goals.... read more
C.P.A. Financial Group, Inc.
Distance: 12,772.45km
23232 Peralta Dr #122, Laguna Hills
Tel: (949) 859-4474
For over 30 years Christopher Jenkins has provided comprehensive tax and wealth management services to countless business owners and families around the country. His extensive expertise and genuine desire to help his clients achieve their financial goals has had lasting results for both current and future generations.... read more
Ken Danielsen, Invest Financial Corporation
Distance: 12,772.45km
353 Pine Street, 2nd Floor, Suite 1, Williamsport
Tel: 570-327-1680
Ken Danielsen has spent his career helping others achieve their financial goals. As a Senior Financial Advisor with INVEST Financial Corporation his focus today is on helping clients achieve financial freedom by providing investment guidance that helps them keep more of what they have accumulated. He helps clients accomplish this by developing custom wealth plans which utilize efficient investment strategies that fit their individual needs risks and objectives.... read more
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