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Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.
Your Matches
250 Results
William Friebel
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
The Woodlands, TX
Philanthropic & Estate Planning
10077 Grogans Mill Rd
Suite 150
The Woodlands TX, 77380
Lynn Funk
CAP®i
ChFC®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Galax, VA
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
411 N Main St
Galax VA, 24333
Gregory Sinatra
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Marietta, GA
Philanthropic & Estate Planning
249 Crescent Circle SW
Marietta GA, 30064
Nancy Hughes
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Minneapolis, MN
Philanthropic & Estate Planning
600 Highway 169 South, Suite 1945
Minneapolis MN, 55426
Ann MacNaughton-Brune
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Houston, TX
Philanthropic & Estate Planning
3355 West Alabama Street
Suite 180
Houston TX, 77098
Samuel Jaramillo
CAP®i
CASL®i
ChFC®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Kennewick, WA
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
1030 N. Center Parkway Suite 115
Kennewick WA, 99336
Kenneth Haycraft
CAP®i
CASL®i
ChFC®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Nashville, TN
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
1033 Demonbreun Street, Suite 500
Nashville TN, 37203
Robert Scott
CAP®i
ChFC®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Brentwood, TN
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
Accurate Wealth Management
LLC,1616 Westgate Circle
Brentwood TN, 37027
Laurence Seiden
CAP®i
CASL®i
ChFC®i
CLU®i
RICP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Hunt Valley, MD
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
40 Wight Ave
Ste 510
Hunt Valley MD, 21030
Jason Duffaut
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
San Antonio, TX
Philanthropic & Estate Planning
601 NW Loop 410
Suite 210
San Antonio TX, 78216
Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.