Other Financial Advisors
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Showing 105-112 of 248 advisors
Oak Brook, IL
Steven McGowan
Rothschild Wealth Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+9
Typical Clientele
RetireesBusiness Owners+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
11 years
Portland, OR
Stephan Morris
Stephan Morris
Specialties and Expertise
Retirement IncomeSocially Responsible Investing (SRI)Debt Management+3
Typical Clientele
DoctorsHealthcare Workers+2
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
9 years
Lewisburg , PA
Justin Buttrick
Vision Wealth Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+1
Typical Clientele
RetireesHealthcare Workers+4
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
14 years
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 years
Fort Worth, TX
Matt Magee
mForce Capital
Specialties and Expertise
Tax Minimization Investment StrategiesHigh Net Worth PlanningAlternative Investments+2
Typical Clientele
High Net Worth IndividualsBusiness Owners+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
Portland, ME
Susan Pye
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
DoctorsBusinesswomen+5
Pricing Model:
Fees Information
Number of Clients
84
Years of Experience:
21 years
Fort Worth, TX
Justin Hall
Good Life Private Wealth, LLC
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionAlternative Investments+11
Typical Clientele
High Net Worth IndividualsBusiness Owners+13
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
10 years
Tempe, AZ
Stephen Hazel
Magnificent Life Financial Plannning
Specialties and Expertise
Retirement IncomeTax PreparationTax Minimization Investment Strategies+7
Typical Clientele
RetireesDivorcees+5
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
16 years