Saving Up For A House Financial Advisors
Showing 57-64 of 115 advisors
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
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
Westfield, IN
Michael Reynolds
Elevation Financial LLC
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEnvironmental, Social, and Governance (ESG)+4
Typical Clientele
New InvestorsSingle Mothers+2
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
10 years
Folsom, CA
Eric Figueroa
Hesperian Wealth
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
New InvestorsRetirees+3
Pricing Model:
AUM
Number of Clients
13
Years of Experience:
5 years
Ankeny, IA
Stoy Hall
Black Mammoth
Specialties and Expertise
Business Ownership StrategiesDebt ManagementTax Minimization Investment Strategies+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
24
Years of Experience:
13 years
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
Darnestown, MD
Darren Straniero
OnPlane Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningAlternative Investments
Typical Clientele
Tech EmployeesPartners at Law Firms+1
Pricing Model:
Flat Fee
Number of Clients
36
Years of Experience:
17 years
Raleigh, NC
Mike Palmer
Ark Royal Wealth Management
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisTrust Services+1
Typical Clientele
RetireesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
61
Years of Experience:
26 years