Financial Planner

Passpoint Investment & Planning
Address: 260 Thompson Dr, #14, Kerrville, TX 78028, USA
Business Genre:
Long Business Description:

Financial Planner in Kerrville, TX

Business Phone Number: 830-315-1000
Thrivent Financial – Alan M Dewitt
Address: 425 10th Ave, Menominee, MI 49858, USA
Business Genre:
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Financial Planner in Menominee, MI

Business Website Address: http://connect.thrivent.com/alan-dewitt
Business Phone Number: 920-785-4399
Ruedi Wealth Management
Address: 2502 Galen Dr. #102, Champaign, IL
61821
Business Genre:
Short Business Description: A family of financial advisors that specializes in retirement planning
Long Business Description:

Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Champaign, IL that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!

Business Phone Number: 217-356-1400
Business Fax: 217-356-1403
Heritage Financial Network Inc
Address: 97 Lowell Rd, Concord, MA 01742, USA
01742
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Financial Planner in Concord, MA

Business Website Address: http://hfnincma.com
Business Phone Number: 978-371-2954
Marrick Wealth
Address: 2211 Michelson Dr #545, Irvine, CA
92612
Business Genre:
Short Business Description: We are a boutique wealth and investment advisory firm that helps entrepreneurs, executives, and professionals structure and align their personal and financial goals, with an emphasis on minimizing taxes and increasing investment success.
Long Business Description:

Marrick Wealth is a Registered Investment Advisor (RIA) in Irvine, CA that provides financial planning and investment management services in California. Our company was founded in 2012 by Marty McNamara and Patrick Chu, two certified and licensed,CPA and CFP, financial planners certified and licensed.

Business Website Address: https://www.marrickwealth.com/
Business Phone Number: 949-258-9700
CPK Wealth Management LLC
Address: 12381 South Cleveland Ave, Suite 102, Fort Myers, FL
33907
Business Genre:
Short Business Description: Risk Management in Fort Myers, FL
Long Business Description:

In recent years, the financial industry has been moving further away from the traditional large brokerage firms and closer to the Registered Investment Advisory world. With more focus being put on the fiduciary role of the advisor, large firms are being pushed to transform their business models to align with this new regulatory environment. However, Registered Investment Advisors have been held to these high standards from the beginning.
Our founder Chad Kunc, started his career with a large brokerage firm. After seeing first hand the disadvantages for both the clients and the advisors that came from being associated with such firms, he recognized the need to provide a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. In doing so, he created CPK Wealth Management, LLC. The firm was built to offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity in every aspect of the process.

Business Website Address: https://www.cpkwealth.com
Business Phone Number: 239-230-2177
Bone Fide Wealth, LLC
Address: 7 World Trade Center
10006
Business Genre:
Short Business Description: Financial planner
Long Business Description:

Bone Fide Wealth, LLC is New York City’s premier wealth management firm for hard working Millennials, young professionals and entrepreneurs. We equip our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are here to serve as your coach, counselor, consultant and confidant. With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and #InvestInYou.

Business Website Address: https://bonefidewealth.com
Business Phone Number: 212-390-1161
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