Financial Advisors for Clients 55 64
Showing 265-272 of 300 advisors
Fairifeld, CT
Salim Boutagy
MONECO Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+7
Typical Clientele
New InvestorsRetirees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Nashville, TN
Justin McCall
Northwestern Mutual
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesDoctors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Overland Park, KS
Dennis Goodwin
GreenUp Wealth Management
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
28 years
Seattle, WA
Alan Hensley
Merriman
Typical Clientele
RetireesTech Employees+4
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
17 years
Memphis, TN
Jonathan McAlister
Kimery Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningCash Flow Analysis+10
Typical Clientele
RetireesBusiness Owners+16
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
13 years
Greeensboro, NC
Adam Oates
Archer Investment Corporation
Specialties and Expertise
Cash Flow AnalysisTax PreparationTax Minimization Investment Strategies+2
Typical Clientele
InheritorsNew Investors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Minneapolis, MN
Eric Simonson
Abundo Wealth
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+2
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Longview, TX
Brandon Renfro
Belonging Wealth Management
Specialties and Expertise
Retirement Income
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years