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Financial Advisors in

The Northwest

Sort: Alphabetical Video Views Score
Why these advisors?
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CFA®, CPA
Fortis Capital Management
Seattle, WA

Enriching the lives of business owners

Introduction - Mike Boroughs
Introduction - Mike Boroughs
Working with Business Owners – Mike Boroughs
Working with Business Owners – Mike Boroughs
Starting a Company? Your Financial Team is Ready - Mike Boroughs
Starting a Company? Your Financial Team is Ready - Mike Boroughs

3 videos
61 views

Score:
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CFP®
Rothermel Financial Services, LLC
Portland, OR

Plan first, invest second.

Introduction - Damian Rothermel
Introduction - Damian Rothermel
The Importance of Planning First and Investing Second – Damian Rothermel
The Importance of Planning First and Investing Second – Damian Rothermel
Accumulation vs Distribution: Why to Address It Now – Damian Rothermel
Accumulation vs Distribution: Why to Address It Now – Damian Rothermel

3 videos
52 views

Score:
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CFA®, CFP®, ChFC®
Synergy Financial Management
Seattle, WA

Financial Leaders connecting investors with advanced strategies

Stay tuned for videos from this advisor!

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Lettin & Company, INC
Lake Oswego, OR

Introduction - Robert Lettin
Introduction - Robert Lettin
Living Debt Free - Robert Lettin
Living Debt Free - Robert Lettin
Portfolio Formula - Robert Lettin
Portfolio Formula - Robert Lettin
Tell Me A Story - Robert Lettin
Tell Me A Story - Robert Lettin

4 videos
86 views

Score:
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CFA®
Pure Portfolios
Portland, OR

Better Investor Outcomes

Introduction - Nik Schuurmans
Introduction - Nik Schuurmans
Common Financial Mistakes People Make - Nik Schuurmans
Common Financial Mistakes People Make - Nik Schuurmans

2 videos
33 views

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