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Financial Advisors in

The Midwest

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Why these advisors?
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AICPA, CFA®, MBA
Martin Investment Management
Evanston, IL

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Introduction - Patrick Martin
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Client Services & Approach - Patrick Martin

2 videos
190 views

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AIF®
Carr Financial
Lansing, MI

Paul J Carr - Accredited Investment Fiduciary® -- Guiding the Financial Health of Michigan Professionals

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Introduction - Paul Carr
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Process - Paul Carr

2 videos
76 views

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CFP®, CMFC®
Schwallier Wealth Management LLC
Ada, MI

Fee-Only, Fiduciary, Real Guidance Toward Financial Peace

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Introduction to SWM - Adam Schwallier
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What is a Fee-Only Advisor? – Adam Schwallier
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SWM Process - Adam Schwallier

3 videos
56 views

AIF®, ChFC®, CRC®
Step Up Wealth Management
Dublin, OH

To provide ongoing peace of mind and confidence in your plan based on fiduciary principles

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Introduction - Brent Gilmore
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Building Liquidity to Your Portfolio - Brent Gilmore
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Making Your Investments Work Harder for You - Brent Gilmore

3 videos
15 views

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CFP®
Arete Wealth Management
Crystal Lake, IL

Stay tuned for videos from this advisor!

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