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Financial Advisors in

The Midwest

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Why these advisors?
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Legacy Capital Partners, Inc
Milwaukee, WI

Growing Wealth and Solving Problems Since 1972

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Introduction - Garrett Brigman
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Essential Initial Advisor Meeting Topics - Garrett Brigman

2 videos
82 views

Score:
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CFP®, MBA
Valeo Financial Advisors, LLC
Indianapolis, IN

Bringing it all together. Peace of mind from thoughtful planning and execution

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Valeo Financial Advisors - We're Changing Our Industry - P. Chris Mickel
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Knowing Your Destination - P. Chris Mickel
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Charting a Course - P. Chris Mickel
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Follow the Money - P. Chris Mickel
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Key Components to Your Success - P. Chris Mickel
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Geographic Proximity is Irrelevant - P. Chris Mickel
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Costs, Taxes, and Turnover - P. Chris Mickel
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Assembling an Effective Team - P. Chris Mickel
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Hybrid Portfolio Construction - P. Chris Mickel

9 videos
313 views

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PhD
The Randolph Company
Cincinnati, OH

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Common Sense Investments - Carter Randolph
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Diversification Vs. Worsification - Carter Randolph

2 videos
194 views

MBA
Eagle Financial Solutions
Gahanna, OH

Eagle Financial Solutions is a full service advisory firm dedicated to providing solutions for the difficult financial issues facing you, your family, or your business each day.

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Introduction - Brian Minier
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Planning Process - Brian Minier
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Social Security Strategies - Brian Minier
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Planning for Young Professionals - Brian Minier

4 videos
104 views

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CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Middleton, WI

Jacobson & Schmitt Advisors is laser focused on better outcomes for our clients.

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Introduction - Jason Schmitt
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Investment Management - Jason Schmitt
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Wealth Management - Jason Schmitt

3 videos
38 views

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