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Financial Advisors Buyers Guide
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Financial Tools for College
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Do you have a son or daughter leaving home for college this fall? Along with the requisite cell phone, CD/DVD player and wardrobe, are they prepared for the money needs they will now...
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Top locations searched by users to find Financial Advisor
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Browse by State:
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Sample Financial Advisors Matches
(322 users used Respond last month to find a Financial Advisors)
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 Additional details on Maurine's request for Financial Advisors in North Highlands, CA
| | - | What advisory services are you looking for? | | | | - | What is the size of your current portfolio? | | |
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Maurine, looking for Financial Advisor in North Highlands, CA.  |
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Details: I am ** years old and retired. Monthly I receive Soc. Sec. and a small pension. I want to have enough money to live the rest of my life in my current lifestyle. My money is currently invested in a diverse portfolio. I receive $*,*** a month out of my money to make up my monthly living amount. The fee is based on the amount of money in my portfolio. It has been going down faster than I think it needs to and I'm investigating other options. What I'm looking for is a fairly conservative and safe way to invest my money. It's my life and I want security.
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Matched To:
- Paladin Registry; Folsom, CA, 95630
Business Description: You will get matched with multiple highly qualified, pre-screened financial professionals. A planner....
- Fred F. Rogers, CFA; Sacramento, CA, 95825
Business Description: When Fred F. Rogers, founded his firm in 1998, he had one goal in mind; to help individuals make the....
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Additional details on Vivien 's request for Financial Advisors in Kent, OH
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
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| | - | What is the size of your current portfolio? | | |
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Vivien , looking for Financial Advisor in Kent, OH. |
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Details: I am a college professor, age **, with one small child whom I adopted. I recently inherited a little over ***,*** dollars. I have about ***,*** in total savings, including a ***b and a Roth IRA. I own my home and have a mortgage of about **,*** dollars. I am not sure how to invest the cash that I now have, especially in this down market. My goal is a secure retirement along with money for my daughter's college. Because of my job, she is eligible for a tuition waiver, which will substantially reduce my cost for her college. I plan to retire at age **.
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Matched To:
- ProInvest Financial Inc; Independence, OH, 44131
Business Description: Your financial well-being could not be more important, especially as you approach retirement.
At ....
- Cedar Brook Financial Partners, LLC; Cleveland, OH, 44139
Business Description: We do our best to improve our client's future quality of life. This means treating each client indi....
- Bogart, Cunix, & Associates; Beachwood, OH, 44122
Business Description: We are most concerned with your personal values and goals. We use the Values Based Financial Planni....
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Additional details on Joellen's request for Financial Advisors in Pittsburgh, PA
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning | | 401K Rollover |
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| | - | What is the size of your current portfolio? | | |
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Joellen, looking for Financial Advisor in Pittsburgh, PA. |
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Details: I'm very interested in environmentally conscientious investing. My partner and I have different size portfolios, one modest and one quite substantial and want someone who will be sensitive to the needs of managing these as one unit. Please do not call during daytime hours. Prefer an introductory e-mail prior to a telephone call. I prefer to initiate call to FA after the introductory e-mail and having time to investigate his/her background and the background of the company for which she/he works.
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Matched To:
- Ameriprise Financial Services, Inc.; Bridgeville, PA, 15017
Business Description: It is my mission to help you achieve your financial goals prudently and thoughtfully through a long-....
- W.M. Nzambi, CFP®, AAMS Mariner Financial Group; Pittsburgh, PA, 15234
Business Description: W.M. Nzambi, CFP®, AAMS is President of Mariner Financial Group, an independent financial services f....
- The Advisors LLC; Murrysville, PA, 15668
Business Description: I offer comprehensive Financial Planning services including retirement plannning, education planning....
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Qualified Financial Advisors Are Evaluated To Match Your Needs |
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Financial Advisors compete for your business. You get the best advice and service. Compare, Evaluate and Invest! |
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Financial Advisors Additional Information |
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