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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
I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations.
Specialties: Annuities‚ Employee Benefit Plans‚ Retirement Planning
I offer 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 retention... show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Retirement Planning
David Kinnear is the founder and leader of the Kinnear Family Wealth Management Group of Wells Fargo Advisors. In 2019, David earned the title of Private Wealth Financial Advisor at... show more
Specialties: Asset Management‚ Business Insurance‚ Employee Benefit Plans‚ Estate Planning‚ 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
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
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ 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
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