Saving Up For A House Financial Advisors
Showing 41-48 of 115 advisors
Charlotte, NC
James Rodgers
B. Riley Wealth Management
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisDebt Management+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+3
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
6 years
Huntersville, NC
Leo Marte
Abundant Advisors
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+6
Typical Clientele
InheritorsRetirees+8
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
16 years
Charleston, WV
Jay Williams
McKinley Carter Wealth Services
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+5
Typical Clientele
InheritorsNew Investors+14
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
11 years
Charlotte, NC
Emily Rassam
Archer Investment Management
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+3
Typical Clientele
Women in TechCorporate Executives+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
18 years
La Verne, CA
Richard Eddy
CONA Wealth
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
Harrisonville, MO
Aaron Sloan
Strategic Financial
Specialties and Expertise
Succession PlanningCash Flow AnalysisCredit & Lending Needs+2
Typical Clientele
Business OwnersWealthy Families+4
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
10 years
West Chester, PA
Mike Reynolds
Janney Montgomery Scott
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Reston, VA
Onari Tariah
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
10 years