Planning For Retirement Financial Advisors
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Help With: Planning For Retirement
Showing 105-112 of 132 advisors
Virginia Beach, VA
Joe Sallee
Bay Capital Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsHigh Net Worth Planning+16
Typical Clientele
InheritorsReal Estate Agents+28
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
11 years
Woodland Hills, CA
Ira Zito
Financial Peak
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years
Dallas, TX
Frederic Faul
Texas Financial Advisors
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesPortfolio ConstructionCash Flow Analysis+5
Typical Clientele
Corporate ExecutivesTech Employees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
N/A
San Diego, CA
Shannon Grey
InvestEdge Planning
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeCollege Planning+3
Typical Clientele
Real Estate AgentsRetirees+8
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
23 years
Bethlehem, PA
Bill Hines
Emancipare Investment Advisors LLC
Specialties and Expertise
Retirement IncomeCash Flow AnalysisCollege Planning+2
Typical Clientele
InheritorsNew Investors+6
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
22 years
Montrose, CO
Justin Pritchard
Approach Financial, Inc.
Specialties and Expertise
Retirement Income
Typical Clientele
InheritorsNew Investors+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
20 years
Scottsdale, AZ
Jacob Gold
JG&A
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+4
Typical Clientele
Professional AthletesRetirees+5
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
24 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A