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GuideVine

All Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
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CFP®, CPA, PFS
Integrated Financial Planning, PC
Durango, Colorado

Offering Genuine Financial Freedom through Money Attentiveness

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Retirement and Goals Planning - Paul Lemon
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Fiduciary Fee Only - Paul Lemon
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Money Worries - Paul Lemon
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Portfolio Asset Management - Paul Lemon

4 videos
397 views

Score:
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CPA
Vision Capital Partners
Novi, MI

Helping families organize and optimize their financial lives.

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Introduction - Tom Duncan
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Passive vs Active vs Structured Investing - Tom Duncan

2 videos
28 views

Score:
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AIF®
Carr Financial
Lansing, MI

Paul J Carr - Accredited Investment Fiduciary® -- Guiding the Financial Health of Michigan Professionals

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Introduction - Paul Carr
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Process - Paul Carr

2 videos
76 views

CFP®
Oceanic Capital Management
Red Bank, NJ

Independent Financial and Investment Management Advice

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Introduction - Thomas Yorke
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Oceanic Capital Management - Thomas Yorke
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Investing Philosophy - Thomas Yorke
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Life Outside of Financial Advising - Thomas Yorke

4 videos
734 views

Score:
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MBA
Robshaw & Julian Associates, Inc.
Williamsville, NY

Trusted Investment Advice Since 1979

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Introduction - Stephen Robshaw
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Working with Us - Stephen Robshaw

2 videos
103 views

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