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Investments Insurance
303 RESULTS WITHIN anywhere FROM https:, United States
Dugos Financial
Distance: 3,645.34km
4154 Old William Penn Hwy, Suite 100, Murrysville
Tel: 724-327-2601
John Dugos' professional passion is to guide people in the area of retirement planning and wealth preservation. He is a registered representative with Fortune Financial Services Incorporated. His emphasis is in retirement planning and he also specializes in wealth transfer strategies and life insurance analysis. John's main objective for his clients is to help them understand how to preserve their assets and formulate safe income strategies for their long term goals and needs.... read more
  • Photos (1)
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
  • Photos (5)
Aquino Financial Group, LLC
Distance: 3,888.17km
63 E Main St, #102, Westminster
Tel: 410-857-3331
Aquino Financial Group LLC is a wealth management firm based in historic Westminster Maryland. Creating a financial plan requires a disciplined well thought out approach. With guidance from multiple specialists our professional team provides comprehensive service. We have an established history of providing solutions to a variety of clients in various life stages.... read more
  • Profile Photos of Aquino Financial Group, LLC
  • Photos (2)
Michelle L. Keates, Janney
Distance: 4,097.19km
401 New Road Suite 200, Linwood
Tel: 6096012508
Serving Linwood NJ and outlying areas Michelle Keates and associates of Janney Montgomery Scott LLC are offering the following services not limited to: Insurance and annuity products 401k Retirement Planning Investments and Financial Advisor.... read more
  • Profile Photos of Michelle L. Keates, Janney
  • Photos (2)
Michael S. Cocco
Distance: 4,099.02km
356 Franklin Ave., Nutley
Tel: 973-667-8650
Mike Cocco a certified financial planner specializes in money management retirement planning estate planning asset allocation & investment strategies.... read more
  • Photos (1)
Smart Financial
Distance: 4,114.62km
101 N. University Ave Suite 200, Provo
Tel: 801-225-5555
Serving Provo UT and outlying areas Craig Judd of Smart Financial is offering the following services but not limited to; insurance investments retirement and estate planning and financial products and tax management.... read more
  • Profile Photos of Smart Financial
  • Profile Photos of Smart Financial
  • Profile Photos of Smart Financial
  • Profile Photos of Smart Financial
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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)
Rising Sun Investments, LLC
Distance: 12,798.63km
3155 W. Big Beaver, Suite 123, Troy
Tel: 248-643-6800
Rising Sun Investments LLC is an investment advisory firm with a primary mission to provide sound investment advice by educating clients through the process of financial planning. Specializing in retirement planning we have counseled hundreds of retiring employees from some of the area's largest firms including Ford GM Chrysler MichCon Dupont DTE and others.... read more
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  • New Album of Rising Sun Investments, LLC
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Waddell & Reed, Chunchi Ma
Distance: 12,798.63km
1999 S. Bascom Ave. Ste 400, Campbell
Tel: 4089634967
Serving Campbell CA Chunchi Ma of Waddell & Reed is offering the following services not limited to; Investments Estate Planning Insurance Planning Retirement Planning and Financial Planning.... read more
  • Photos (1)
Joshua Maclean, Agent, New York Life
Distance: 12,798.63km
212 W. Van Dorn St. Suite D1, Polk City
Tel: 515-802-2140
At New York Life we believe in helping people like you families like yours and business of all kinds. Since 1845 we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.... read more
  • Photos (1)
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