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Financial Planning

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Meet our Financial Planning experts

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Vince Bethel
Away

Experienced Independent fee-based Financial Advisor
Vance on Finance
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I am a Certified Financial Planner with 19 years experience and own an investment management and financial advisory firm
KS Finance and Tax Service
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Investment Advisor and CPA to help with all your financial decisions. No question too small.
Rich from PositiveFinances
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Insurance planning and personal financial issues
joatesiii
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Have been advising my clients on financial matters since 1988.
Dan Kaplan
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Form financial projections for businesses, business plans or personal finance. Help identify cost cutting opportunities.
Logan Harrison
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An expert in business, finance, investments, financial planning for individual and small business.
Richard Matoff
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I am an independant Financial Planner with 50 years experience
Martha Schilling
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"Plan well to Live well!": Make your money work as hard as you do!
Velda Eugenias
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At our firm we simplify, organize and manage the financial components of our client's lives.

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