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GuideVine

All Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
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ChFC®, CLU®, FPA
Delaware Advisory Group
Wilmington, DE

We Help Those Who’ve Made It, Keep it™

Stay tuned for videos from this advisor!

MBA
Whitaker-Myers Wealth Managers, LTD
Wooster, OH

Financial Advisors With The Heart of a Teacher

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Introduction - John-Mark Young
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Dave Ramsey Smartvestor Pro Endorsement - John-Mark Young
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Christian Values Portfolio - John-Mark Young

3 videos
50 views

CFP®
Integra Wealth, LLC
Chattanooga, TN

Comprehensive | Consultative | Fee-only | Investment and Financial Planning Advice

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Intro - David Hodges
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The Importance of Diversification - David Hodges
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The Importance of Minimizing Taxes and Investment Fees - David Hodges
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How to Evaluate a Good Financial Advisor - David Hodges

4 videos
263 views

Score:
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CFA®, CPA
Fortis Capital Management
Seattle, WA

Enriching the lives of business owners

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Introduction - Mike Boroughs
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Working with Business Owners – Mike Boroughs
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Starting a Company? Your Financial Team is Ready - Mike Boroughs

3 videos
44 views

Score:
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CFA®, MBA
Ridgewood Investments
Manhattan Beach, CA

The art of intelligent investing.

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Introduction - Valerie Lemmon
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Background - Valerie Lemmon
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Client Case Example - Valerie Lemmon

3 videos
238 views

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