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Fee Only

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Why these advisors?
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WMGNA, LLC
Farmington, CT

Fee-based All-Inclusive Wealth Management

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Working with WMGNA - Daniel Friedman
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Planning for Executives at Publicly Traded Companies - Daniel J. Friedman
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Small Business Owners with Less Than 39 Employees- Daniel J. Friedman

3 videos
89 views

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CPWA®
WMGNA, LLC
Farmington, CT

Fee-based All-Inclusive Wealth Management

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Introduction - Brian Beck
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Planning for Dentists - Brian Beck
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Planning For Retirement - Brian Beck

3 videos
34 views

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CPA, PFS
Axiom Advisory, LLC
San Diego, CA

Fee-Only Personal Financial Advisor

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Introduction - Mike Skolnick
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Financial Plan First Approach - Mike Skolnick
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Managing Stock Options & Equity Awards - Mike Skolnick

3 videos
29 views

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Successful Portfolios LLC
Clearwater, FL

Independent Personal Financial Advisor with Extensive Experience and Top Credentials.

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Hello from Parker - Parker Evans
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Parker's Bio - Parker Evans
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Your Risk Tolerance - Parker Evans
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Parker Channels JP Morgan - Parker Evans
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Independence Matters – Parker Evans
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Investor Behavior - Parker Evans
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Women and Investing - Parker Evans
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The 4% Rule - Parker Evans
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Asset Allocation Explained - Parker Evans
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How to Reduce Your Taxes - Parker Evans
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How to Avoid Dogs - Parker Evans
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Training, Skill, Timing - Parker Evans

12 videos
117 views

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ChFC®, CRPC®
Myers Capital Management
Abington, PA

Refocusing Your Future

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It's Time to Refocus Your Future - Paul Myers
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Investing for Your Future - Paul Myers
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A Plan for Your Future - Paul Myers
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You Deserve More from Your Advisor! - Paul Myers
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Our Process - Paul Myers

5 videos
168 views

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