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Financial Advisors specializing in

LGBT Financial Planning

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Why these advisors?

Ark Financial
Austin, TX

Reduce your taxes by 10-40% and reach your goals 18 years faster than average.

Why I became a financial advisor — Jeff Socha
Why I became a financial advisor — Jeff Socha
Why clients hire Ark Financial – Jeff Socha
Why clients hire Ark Financial – Jeff Socha
Why tax planning? – Jeff Socha
Why tax planning? – Jeff Socha
What advice do you give for a good financial advisor? — Jeff Socha
What advice do you give for a good financial advisor? — Jeff Socha
When you helped a client — Jeff Socha
When you helped a client — Jeff Socha

5 videos
135 views

Score:
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CFP®
Merrithew & Thorsten, Inc
San Diego, CA

Fee-Only Planner - Client always comes first!

Stay tuned for videos from this advisor!

Score:
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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

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

2 videos
271 views

Score:
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CFP®
GERLoftin Wealth Advisors, LLC
Atlanta, GA

Wealth management firm to help you build and maintain your wealth. Our calling is to help you define and design a plan to find and live your life's purpose.

Stay tuned for videos from this advisor!

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

Planning to Preserve, Protect and Pass on Your Wealth

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