Tax Planning Financial Advisors
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Help With: Tax Planning
Showing 49-56 of 95 advisors
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Tampa, FL
Elizabeth Heard
Raymond James
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Katonah, NY
Liz Frazier Peck
Liz Frazier Peck
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionTax Minimization Investment Strategies+5
Typical Clientele
New InvestorsHigh Net Worth Individuals+9
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
12 years
Phoenix, AZ
Jenna Biancavilla
Pearl Capital Management
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningBusiness Ownership Strategies+6
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 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
Downers Grove, IL
Gregory Kurinec
Specialties and Expertise
Trust ServicesHigh Net Worth PlanningTax Minimization Investment Strategies+5
Typical Clientele
RetireesSurviving Spouses
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
18 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