Search Results
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1
D'Annunzio Consulting Group, LLC
Philadelphia,
PA (0.29 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M...
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2
Schuylkill Capital Management, LLC
Philadelphia,
PA (0.65 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $500,000
The SCM Senior Management team has over 60 years of combined investment experience to assist you in meeting your very unique investment goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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3
Walden Capital Advisors, LLC
Bala Cynwyd,
PA (5.45 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We are an investment advisory firm that takes a personal approach to investing. We cater to high net worth individuals, primarily women and couples. We also advise trusts and small business retirement plans. NEW CLIENT minimum portfolio size = $500,000...
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4
Bergin and Company, LLC
Conshohocken,
PA (11.65 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We are a private investment management firm that provides an environment refreshingly free from the numerous conflicts of interest inherent in the financial services industry. Our NEW CLIENT minimum portfolio size = $1,000,000...
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5
Harvest Financial Partners, LLC
Paoli,
PA (18.08 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
Portfolio requirement: $100,000
We started our firm because we believe people still care about personal service! We can accomplish more together. Our offices are located 25 miles NW of Philadelphia and our NEW CLIENT minimum portfolio size = $100,000…
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6
Smithbridge Asset Management, Inc.
Chadds Ford,
PA (23.75 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
We currently manage approx. $275 million, both in taxable and non-taxable accounts. Our two principals have 53 years of combined investment experience, managing accounts of all types. Our NEW CLIENT minimum portfolio size = $250,000...
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7
Bruce A. Kraig Associates
West Chester,
PA (23.87 miles)
Services offered: Money Management, Retirement Planning, Estate Planning
Portfolio requirement: $250,000
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8
Hoffman Wealth Solutions, Inc.
Doylestown,
PA (27.86 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
As an independent Financial Advisor firm we are dedicated to you. We do not sell products and services of any one provider, enabling us to offer our clients the right solutions that fit their exact needs. NEW CLIENT minimum portfolio size = $100,000…
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9
Noyes Capital Management, LLC
New Vernon,
NJ (65.04 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $1,000,000
With our firm, you will receive experienced planning that can help simplify your financial life, organize your personal priorities and aim your investments to achieve your financial goals.
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10
HFH Planning Inc.
New York,
NY (80.54 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally, regardless of our client's net worth.
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11
D'Annunzio Consulting Group, LLC
New York,
NY (83.36 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M.....
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12
Terra Nova Asset Management LLC
New York,
NY (83.71 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We provide personalized investment advisory services to both U.S. and European domiciled individuals, family offices, and institutional clients. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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13
Hurley Capital, LLC
New York,
NY (84.17 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
Our investment model is appropriate for investors seeking a rational approach that has provided superior returns with moderate risk. We are confident we can help you meet your financial goals! NEW CLIENT minimum portfolio size = $250,000…
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14
Marlcroft Asset Management LLC
New York,
NY (84.17 miles)
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
We diversify portfolios across a traditional mix of common stocks, fixed-income securities and cash equivalents consistent with each client’s unique risk tolerance and tax situation. Our NEW CLIENT Minimum Portfolio Size = $250,000...
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15
Altfest Personal Wealth Management
New York,
NY (84.17 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $1,000,000
**NAPFA Member** We provide services with a personal touch, whether it's investing client money or providing advanced financial planning guidance. Our clients benefit from our expertise and genuine service. NEW CLIENT min. portfolio size = $1,000,000...
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16
Technomart RGA Inc.
Baltimore,
MD (86.96 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
Technomart Investment Advisors can save your portfolio. We specialize in developing fluid, agile, and unique portfolios that take advantage of both a bull or bear market, never following the herd. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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17
V.M. Polce Investment Advisors, LLC
Old Tappan,
NJ (95.18 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
Portfolio requirement: $100,000
We are a fee based only investment manager that strives to provide the most independent and objective advice possible. Our NEW CLIENT minimum portfolio size = $100,000...
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18
Kellner Capital Management, Inc.
1518 Walnut Street
Philadelphia, PA
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19
Kelly Capital Management, LLC
1518 Walnut Street
Philadelphia, PA
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20
Lambert Advisors
1500 Market Street
Philadelphia, PA
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21
Mitchell Sinkler & Starr
Two Penn Center Plaza
Philadelphia, PA
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22
Citrin Cooperman Wealth Management, LP
1800 JFK Boulevard
Philadelphia, PAServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We are a strategic component within Citrin Cooperman (an accounting and business consulting firm founded in 1979). We specialize in helping businesses and entrepreneurs succeed. NEW CLIENT minimum portfolio size = $500,000...
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23
Philadelphia Investment Partners, LP
1604 Locust Street 2nd Floor
Philadelphia, PA
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24
Roffman Miller Associates Inc
1835 Market Street
Philadelphia, PAServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
Our practice is built on a commitment to our clients! We provide a sound return while minimizing risk. Our experienced team utilizes a well-researched and disciplined approach to investing. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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25
Bishop & Associates, Inc.
1617 John F Kennedy Blvd
Philadelphia, PAServices offered: Estate Planning, 529 College Savings
Portfolio requirement: $50,000
We have an experienced staff of advisors and financial planners to serve our clients exact needs.
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