Other Financial Advisors
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Industry: Other
Showing 209-216 of 248 advisors
Los Angeles, CA
Chris Randall
Axis Capital Management, LLC
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+15
Typical Clientele
Wealthy FamiliesUltra High Net Worth Individuals+19
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Phoenix, AZ
Jake Guttman
Rosevest Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningRetirement Income+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Minneapolis, MN
David Bromelkamp
Allodium Investment Consultants
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+9
Typical Clientele
InheritorsParents of Special Needs Children+11
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
37 years
Wyoming, PA
Matthew Zeigler
Sunpointe Investments
Specialties and Expertise
Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Franklin, TN
David Singer
TBH Advisors
Specialties and Expertise
Retirement IncomePortfolio ConstructionSuccession Planning+3
Typical Clientele
Business OwnersEntrepreneurs+3
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
16 years
Dallas, TX
Andres Ledesma
Northwestern Mutual
Specialties and Expertise
College PlanningRetirement IncomeBusiness Ownership Strategies+7
Typical Clientele
New InvestorsReal Estate Agents+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Bozeman, MT
Ryan Sullivan
Off the Beaten Path Financial
Specialties and Expertise
Portfolio ConstructionCryptocurrency & NFTsCash Flow Analysis+5
Typical Clientele
Business OwnersNew Investors+1
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
3 years
Charlotte, NC
Da-zha Jones
Capitalwize LLC
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
11 years