Investment Management Financial Advisors
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Help With: Investment Management
Showing 113-120 of 165 advisors
Stoneham, MA
Eric Scruggs
Hark Financial Planning, LLC
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Preparation+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+2
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
11 years
Rockford, IL
Steve Hofmann
RIDGELINE PRIVATE WEALTH
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 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
FLORHAM PARK, NJ
Michael Rosenberg, RFC, CPFA
Diversified Investment Strategies, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+12
Typical Clientele
RetireesBusiness Owners+23
Pricing Model:
AUM
Number of Clients
286
Years of Experience:
43 years
Norfolk, VA
Colette Kolanko
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningPhilanthropic Planning and Giving+4
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
50
Years of Experience:
20 years
Tampa, FL
Elizabeth Heard
Raymond James
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years