Saving Up For A House Financial Advisors
Showing 49-56 of 115 advisors
Parker, CO
Mark Teerlinck
Elite Wealth Management, LLC
Specialties and Expertise
Portfolio ConstructionTax PreparationCash Flow Analysis+3
Typical Clientele
Wealthy FamiliesRetirees+4
Pricing Model:
AUM
Number of Clients
77
Years of Experience:
18 years
Manchester, NH
Christopher June
Sweeney Financial Management (SFM)
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
23 years
Charlotte, NC
Matthew Snipes
Topsail Wealth Management
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+8
Typical Clientele
High Net Worth Individuals
Pricing Model:
Hourly
Number of Clients
50
Years of Experience:
19 years
Austin, TX
Jane Mepham
Elgon Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningRetirement Income+3
Typical Clientele
1st Generation AmericansTech Employees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 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
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
Boston, MA
Emily O'Connor
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningHigh Net Worth Planning+3
Typical Clientele
InheritorsParents of Special Needs Children+7
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
Atlanta, GA
John Stoj
Verbatim Financial
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisHigh Net Worth Planning+1
Typical Clientele
RetireesDoctors+4
Pricing Model:
Flat Fee
Number of Clients
27
Years of Experience:
32 years