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Estate And Insurance
151 RESULTS WITHIN anywhere FROM https:, India
Legacy Wealth Management Group
Distance: 3,756.45km
1971 English Tavern Rd, Lynchburg
Tel: 434-266-1214
Legacy Wealth Management Group Inc. was founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. With more and more organizations trying to minimize the service they deliver to their customers we have decided that we want to continue the traditional service model where there is time for face-to-face interactions and a desire to truly understand our client’s life.... read more
  • Profile Photos of Legacy Wealth Management Group
  • Profile Photos of Legacy Wealth Management Group
  • Profile Photos of Legacy Wealth Management Group
  • Profile Photos of Legacy Wealth Management Group
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André Aflalo, MBA - Financial Advisor
Distance: 4,159.43km
495 Post Rd E #209, Westport
Tel: 475-619-2238
André  Aflalo joined Waddell & Reed in 2015 and have been in the financial services industry since 2002 where I have been focusing on developing and implementing financial solutions for individuals families small business owners and small non profit organizations across multiple states. I hold an MBA in finance from George Washington University in Washington D.C. I am fluent in French and conversant in Spanish.... read more
  • Photos (1)
James F. Poole & Associates
Distance: 12,798.63km
420 West 14th Street, Pueblo
Tel: 719-542-3313
Serving Pueblo CO and outlying areas Sean Westbrook and associates of James F. Poole & Associates is offering the following services not limited to; Insurance estate planning retirement strategies tax management and investment management.... read more
  • Profile Photos of James F. Poole & Associates
  • Profile Photos of James F. Poole & Associates
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Managed Wealth NW
Distance: 12,798.63km
1300 114th Ave SE, Suite #110, Bellevue
Tel: 425-430-4491
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
  • Photos (1)
Jahn Coty and Robert Basile, Financial Advisors
Distance: 12,798.63km
3257 E. Guasti Road Suite100, Ontario
Tel: 909-321-7118
Serving Ontario CA and outlying areas Jahn Coty and Robert Basile of Waddell & Reed are offering the following services not limited to; Wealth Preservation Insurance Investing Estate Planning and Retirement.... read more
  • Profile Photos of Jahn Coty and Robert Basile, Financial Advisors
  • Photos (2)
Jose Yanez
Distance: 12,798.63km
2900 West Road, 2nd Floor, East Lansing
Tel: 5172041978
We are 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.... read more
  • Profile Photos of Jose Yanez
  • Profile Photos of Jose Yanez
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George Phelps CFP, CLU, ChFC
Distance: 12,798.63km
112 E 2nd Street, Mineshaft Mall Ste 100, Wayne
Tel: 4023691818
I am committed to maintaining the highest standards of integrity and professionalism with my relationship with you my client. I 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
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LifeScope Financial Advisors
Distance: 12,798.63km
122 Lee Parkway Drive, Suite 113, Chattanooga
Tel: 423-553-1011
We are 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.... read more
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  • Profile Photos of LifeScope Financial Advisors
  • Profile Photos of LifeScope Financial Advisors
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Ottawa Real Estate & Insurance
Distance: 12,798.63km
324 Main St N, Moose Jaw
Tel: (306) 694-4747
Ottawa Real Estate & Insurance (established in 1910) conducts Real Estate sales transactions for residential commercial farm and resort properties. We offer a variety of accommodations for renters. We handle all the major Insurance needs such as home auto tenant commercial commercial auto agro surety travel and health. Other services include Notary Public & Commissioner of Oaths and a bilingual Post Office.... read more
  • Profile Photos of Ottawa Real Estate & Insurance
  • Profile Photos of Ottawa Real Estate & Insurance
  • Profile Photos of Ottawa Real Estate & Insurance
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APEX Financial Services
Distance: 12,798.63km
1951 Galt Street, Ste 103, Simi Valley
Tel: 805-520-9790
APEX Financial Services provides customized financial analysis and risk management plans for individuals families and businesses. Our experience includes estate planning retirement and education planning special needs insurance annuities and wealth management. Our team offer a variety of investment choices including fee based plans.... read more
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  • Profile Photos of APEX Financial Services
  • Profile Photos of APEX Financial Services
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