Other Financial Advisors
Active Filters:
Industry: Other
Showing 81-88 of 248 advisors
Hauppauge, NY
Larry Sprung
Mitlin Financial Inc®
Specialties and Expertise
Succession PlanningCollege PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsProfessional Athletes+4
Pricing Model:
AUM
Number of Clients
200
Years of Experience:
24 years
Westfield, NJ
Bill Beattie
Cerity Partners
Specialties and Expertise
Endowments & CharitiesPortfolio ConstructionRetirement Income+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
23 years
Charleston , SC
Matt Ritt
Kinwell
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
RetireesBusiness Owners+3
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Westfield, NJ
Michael Fischer
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
14 years
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
New York City, NY
Thomas Decker
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+7
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
11 years
Gilbert, AZ
Shanna Tingom
Maridea Wealth Management
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+2
Typical Clientele
Real Estate AgentsProfessional Athletes+10
Pricing Model:
AUM
Number of Clients
180
Years of Experience:
15 years
Overland Park, KS
Brandon Kraus
GreenUp Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningCredit & Lending Needs+8
Typical Clientele
InheritorsReal Estate Developers+25
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years