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Blue water independent financial advisors

WebDebbie is a financial advisor at Blue Water Capital Management, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BS in Accounting at George … WebApr 3, 2024 · 2. Decide what services you need. Maybe you just want help picking investments, or maybe you need advice on more advanced topics, like estate planning or insurance needs.

10 Best Financial Advisors of April 2024 - NerdWallet

WebBluewater Financial Advisors Pty Ltd provides personalised professional service & promptly responds to their clients needs while providing economies of scale catering for … WebAn investment advisor, however, has a fiduciary duty to always act in the best interest of their clients. Besides the fiduciary standard, there are other important differences between a representative and an independent investment advisor like Blue Water Capital Management, LLC. Brokerage firms often have proprietary investment products. rnr monitoring https://daisyscentscandles.com

Blue Water Advisors LP Blue Water Advisors is a private equity …

WebFee-only financial advisor firm Blue Ocean Capital has the second-largest amount in AUM. The advisory firm has hundreds of clients, which include non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations.The firm requires clients to have at least $1 million to open an advisory … WebAbout us. Blue Water is an independent, Fee-Only registered investment advisory firm offering a range of financial planning and investment management services. Blue Water … Web4: SignatureFD, LLC Find an Advisor. Read Review. $6,143,956,425: $2,000,000: Financial planning services; Portfolio management; Pension consulting services ... rnr method

Blue Water Wealth in Portland, OR U.S. News Financial Advisors

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Blue water independent financial advisors

Blue Water Independent Financial Advisors Ltd

WebAbout this Advisor. Simon Kramedjian is a certified financial planner based out of Bend, Oregon, who has been in the advisory business for 28 years. Kramedjian currently works … WebOct 21, 2024 · In 2024, the number of Black and Latino certified financial planners in the U.S. grew 13.8% from the previous year — certainly good news. The more sobering …

Blue water independent financial advisors

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WebBarron's 2024 ranking of the nation's best financial advisors state by state. ... Top 100 Independent Advisors. BARRON'S ADVISOR. September 2024. The Best Robo-Advisor for You. August 2024. WebCompany profile page for Blue Water Independent Financial Advisors Ltd including stock price, company news, press releases, executives, board members, and contact information

WebFor aging founders or family owned businesses, we provide liquidity, a sense of financial security, and the peace of mind knowing that your legacy is in competent hands. Talk to … WebMar 30, 2024 · Blue Water Investment Group. Phone: 561-691-5324 . Mitchell Pearl, AWM, CFP® Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus Phone: 561-691-5320 . Marc Harwood, CPFA® Vice President - Financial Advisor Phone: 561-691-5324 . Mary Baldyga . Assistant, Admin Complex/Sr Client Assoc

WebLead Advisor Linda has over 40 years of experience in financial services with 15 of those as a financial advisor. In fact, it was Nancy Congdon, the President of Blue Water Wealth, who hired Linda into the field! She is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Bachelor of Arts Degree in Education. WebRetirement plan consulting can cover a wide range of topics. At Blue Water Capital Management, we offer solutions for companies from nonprofit 501 (c)3 organizations to corporations and partnerships looking for flexible ERISA-compliant solutions such as defined contribution, defined-benefit plans, and nonqualified executive benefit plans.

Web2 days ago · Mercer Advisors is a financial advisory firm that serves the Atlanta metro and nearby areas. The team of financial advisors offers comprehensive services such as …

WebBlue Water Financial, LLC 131 followers on LinkedIn. Blue Water Financial, LLC, is a full-service, independent financial planning firm specializing in retirement planning and estate conservation. snake somethingWebOct 16, 2024 · According to Terrana, some large independent firms that have a W-2 and 1099 platform will extend their health care options they’ve secured for their employees to their independent advisors. But ... rnrnwhrWebCheck out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement: Living longer in retirement, including how to potentially minimize taxes. Higher health … snakes on a gym rated r