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Financial Advisors specializing in

Investment Management

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Why these advisors?
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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

CFP®
Catanzarite Financial Services, Inc.
South Bend, IN

Providing guidance on anything that impacts you financially.

Stay tuned for videos from this advisor!

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M & R Capital Management, Inc.
New York, NY

M & R Capital provides investment management services focused on the needs and aspirations of our clients.

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Introduction - Paul DeSisto
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Why Do Stocks Outperform Bonds Every Time? - Paul DeSisto

2 videos
194 views


Advantage Capital Advisors
West Hollywood, CA

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Introduction - Bill Scanlon

1 video
452 views

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CDFA™, CFA®, CFP®
Watts Capital
New York, NY

Advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams.

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Introduction - David Flores Wilson
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Our Focus - David Flores Wilson
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Handling Major Life Events - Dave Flores Wilson

3 videos
46 views

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