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Updating Financial Advisors
Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Bill Van Pelt, IV provides strategic leadership to The Mid-Continent Companies, Ltd. In addition to board and management responsibilities, Bill directly manages a significant number of client assignments throughout the... show more
Specialties: Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Mike Bosl offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: Retirement income solutions, Estate strategies, Employee benefit and... show more
Specialties: Employee Benefit Plans‚ Estate Planning‚ Retirement Planning
William Fortner is a financial advisor with Lincoln Financial Advisors Corporation primarily works with High Net Worth Individuals, Individuals. William Fortner operates out of San Ramon, CA.
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Eric L. Russell is licensed as an financial adviser, employed by J.P. Morgan Securities, and is based out of Oklahoma City, OK. He is a graduate of University of Central... show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
John Beriau is the founder and leader of the Beriau Consulting Group, a distinguished wealth management team in New York, with strong regional ties in Texas, Massachusetts and North Carolina.... show more
Specialties: College Planning‚ Employee Benefit Plans‚ Retirement Planning
Michael L Scott is a financial advisor with Hornor, Townsend & Kent, Inc., which primarily works with Individuals and High Net Worth Individuals. Michael Scott operates out of Oshkosh, WI.
Specialties: Charitable Giving‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning
Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved... show more
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Bob is the Managing Member of SLFA, LLC founded in 1982. Comprehensive Fee-Only Planning without Conflicts of Interest
Specialties: Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Andrew Murphy-Rouse is licensed as a Financial Advisor, employed by Edward-Jones, doing business out of Grants Pass, OR.
Specialties: Annuities‚ Asset Management‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning