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Financial Advisors specializing in

LGBT Financial Planning

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Why these advisors?
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NAIFA
Family Wealth Advisors, LLC
Scottsdale, AZ

Family Wealth Advisors, LLC offers comprehensive wealth management services to successful individuals and professionals through its team of advisors with backgrounds in financial, legal, and tax planning. Our team of advisors have credentials such as Certified Estate Planner and Registered Financial Consultant (Jeffrey J. Biro), Attorney and CFP® (W. Ryan Zenk). While predominantly focused on fee based wealth management, Family Wealth Advisors, LLC also offers specialty areas of expertise in Social Security, Medicare and Retirement Planning.

Intro - Jeff Biro
Intro - Jeff Biro
Retirement Planning - Jeff Biro
Retirement Planning - Jeff Biro
Investment Philosophy - Jeff Biro
Investment Philosophy - Jeff Biro
Social Security and Medicare - Jeff Biro
Social Security and Medicare - Jeff Biro
Top 3 Things to Know for Estate Planning - Jeff Biro
Top 3 Things to Know for Estate Planning - Jeff Biro
Special Needs Investing - Jeff Biro
Special Needs Investing - Jeff Biro

6 videos
387 views

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CFA®, MBA
Chicago Partners Wealth Advisors
Chicago, IL

We help investors optimize their most important business - the management of their wealth.

Chicago Partners Wealth Advisors - Jim Hagedorn
Chicago Partners Wealth Advisors - Jim Hagedorn

1 video
482 views


Wealth Plus Inc.
San Rafael, CA

Financial Guidance With Only You in Mind

Background Knowledge and Experience - Alexandra Cock
Background Knowledge and Experience - Alexandra Cock
Alternative Investments and Asset Diversification - Alexandra Cock
Alternative Investments and Asset Diversification - Alexandra Cock
Holistic Model - Alexandra Cock
Holistic Model - Alexandra Cock
Integrating the Spiritual - Alexandra Cock
Integrating the Spiritual - Alexandra Cock
Strategic Review Process​ - Alexandra Cock
Strategic Review Process​ - Alexandra Cock

5 videos
987 views

Score:
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AICPA, CFP®, CPA
Stonegate Wealth Management, LLC
Oakland, NJ

Real Life... Real Solutions

Introduction - Thomas Geraghty
Introduction - Thomas Geraghty
Value of Experienced Financial Planning - Thomas Geraghty
Value of Experienced Financial Planning - Thomas Geraghty
Financial Literacy - Thomas Geraghty
Financial Literacy - Thomas Geraghty

3 videos
434 views

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AAMS®
Heritage Financial Strategies
Gilbert, AZ

Making Money Fun

Introduction - Shanna Tingom
Introduction - Shanna Tingom
Heritage Tracing - Shanna Tingom
Heritage Tracing - Shanna Tingom
Women Advisory and Divorce Planning - Shanna Tingom
Women Advisory and Divorce Planning - Shanna Tingom
How an Advisor Gets Paid - Shanna Tingom
How an Advisor Gets Paid - Shanna Tingom

4 videos
89 views

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