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Fee Only

Sort: Alphabetical Video Views Score
Why these advisors?
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CFA®
Carrick Bend Advisors, LLC
San Mateo, CA

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Introduction - Brian Berberet

1 video
142 views

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CFP®
Berger Wealth Management
Peachtree City, Georgia

Fee-only firm helping individuals and couples (both traditional and non-traditional) make more-informed decisions for their financial future

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Introduction - Carol Berger
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What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger

2 videos
255 views

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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
107 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
288 views

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CFA®
Heyman Investment Counseling
San Diego, CA

Reaching your goals through long term investing

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Introduction - Michael Heyman
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Investment Philosophy - Michael Heyman

2 videos
35 views

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