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**NAPFA Member** We are a Fee-Only firm that believes a comprehensive financial plan is one that includes: cash flow/budget analysis, retirement, insurance, estate and investment plans. Our NEW CLIENT minimum portfolio size = $100,000... more info about Team Financial Strategies
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are a Fee-Only Firm that specializes in working with private individuals and families in Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are an SEC registered Fee-Only Firm and specialize in working with private individuals and families. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc
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We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management LLC
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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Cadence brings an objective perspective to the ongoing financial planning process; hopefully, preventing emotions from dictating actions. NEW CLIENT minimum portfolio size = $250,000... more info about Cadence Financial Advisors
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**NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000... more info about Certified Financial Strategies Corporation
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We specialize in managing money for individuals, families and institutions. Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies. Minimum Portfolio Size = $250,000... more info about Gerald L. Ray & Associates, LTD.
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We are an independent group of financial professionals dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. NEW CLIENT minimum portfolio size = $100,000 more info about Global Wealth Advisors
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We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We act as a fiduciary, and our decisions are solely based on what is best for our clients. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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We are an independent financial services firm, specializing in the practice of investment management and financial planning for individuals and small businesses. Our NEW CLIENT portfolio minimum size = $100,000... more info about The Farris Group
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Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000. more info about Arbor Wealth Management
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WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives. more info about WHI Financial Services LLC
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We care passionately about helping you make the best possible use of your money. We can help you grow your portfolio, protect your assets, and make wise decisions about retirement and estate planning. NEW CLIENT minimum portfolio size = $3,000,000... more info about Posey Capital Management Inc.
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
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We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, AZ & CA. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management LLC
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000... more info about Sweetwater Financial Advisors, LLC
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We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000... more info about Paragon Wealth Strategies LLC
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Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Texas, Arizona & Texas. Our NEW CLIENT minimum portfolio size = $250,000... more info about McComsey Asset Management, LLC
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Our goal is to help you achieve financial peace of mind and a comfortable, secure retirement that is free from worry about financial matters. Our NEW CLIENT minimum portfolio size = $250,000... more info about Hutchinson Financial Inc.
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We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Living Water Capital Management, LLC
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We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We specialize in working with private individuals and families in the state of Texas. NEW CLIENT minimum portfolio size = $500,000... more info about Byrd Capital Market Advisers, Inc.
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