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Advisor 3
Malcolm E. Polley, CFA
CFA®
Financial Advisor from Barnwood Capital LLC, PA

The bottom line? You are first! At Barnwood Capital, we work diligently to help meet your financial needs and expectations. Our independence (our owners are our employees) allows us to focus on...

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View more qualified advisors in Indiana, PA Right Arrow
Advisor 3
Joseph Skees
CFP®, ChFC®
Financial Advisor from Granite Bay Wealth Management, LLC, NH

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them...

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Advisor 3
Brian Bisdorf
CRPC®
Financial Advisor from Cedarwood Financial Partners, TX

Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving...

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Advisor 3
Rian Waterman
JD, CEPA®, CFA®
Financial Advisor from Farther Finance, LLC, IA

Farther is the nations leading technology-centric wealth management firm  empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience...

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Advisor 3
Steven Block
LUTCF®, RICP®, CLU®, ChFC®
Financial Advisor from BlockWall Strategies, Inc, IL

We all have things we want to accomplish in life, and they don't just happen by accident. It takes planning and preparation to get to where you want to go, and that's why you need a financial...

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View more qualified advisors in Deerfield, IL Right Arrow
Advisor 3
Michael Fiammetta
Financial Advisor from Lpl, MO

4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

WiserAdvisor strives to bring you an extensive listing of pre-screened financial professionals. If you are interested in connecting with vetted financial advisors in your area, please provide some brief information on our matching page and we will match you to 2-3 screened financial advisors that would suit your requirements.

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