Legal Financial Advisors
Showing 57-64 of 116 advisors
Chicago, IL
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
New York, NY
Jordan Cohen
KBK Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningDebt Management+5
Typical Clientele
New InvestorsTech Employees+11
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Fort Worth, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Mesquite, TX
Ryan Adams
Financial & Insurance Services of Texas
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Minimization Investment Strategies+2
Typical Clientele
Corporate ExecutivesHealthcare Workers+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Houston, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Ft. Lauderdale, FL
Vivien Balcker
Ameriprise Financial
Specialties and Expertise
Business Ownership StrategiesRetirement IncomeHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesBusinesswomen+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
Reston, VA
Kelly McNerney
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
10 years
Indianapolis, IN
Benjamin Abraham
Allworth Financial
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years