Saving Up For A House Financial Advisors
Showing 81-88 of 115 advisors
NASHVILLE, TN
James "Blake" Bowman
Wave Wealth Planning, LLC
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
New InvestorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Phoenix, AZ
Jake Guttman
Rosevest Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningRetirement Income+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 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
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
Virginia Beach, VA
Zeib Parvez
First Financial Group
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+7
Typical Clientele
DivorceesInheritors+7
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 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
Birmingham, AL
Christopher Taylor
Core Planning
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPhilanthropic Planning and Giving+2
Typical Clientele
New InvestorsReal Estate Agents+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
Barrington, IL
David Grant
Retirement Matters, Inc.
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+7
Typical Clientele
RetireesUltra High Net Worth Individuals+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years