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Sign up to be added to our email list and receive periodic market commentaries from Archer Bay Capital. To provide high quality financial advice to individuals, private businesses and non-profits. Financial Planning: For a flat fee, we'll provide personal financial planning for individuals and small businesses. We'll work together to create your personalized
Scott Lewis — I don’t give praise lightly, but I unreservedly recommend Archer Bay and Terri Campbell as an investment advisor. Her
With a combinations of experience spanning over 60 years, AFL International Assets & Investment Services was born to serves our ideal customers in over 180 countries with more than 25,000 associates with our global presence spanning all across North America, Europe, Asia, and Australia and we are willing to working tirelessly to meet the needs of our
Anna Colgan — I must say that they are reliable fund managers, I highly recommend AFL International Assets & Investment Services.
If you're looking for straightforward advice from a caring and competent financial planner, you've come to the right place. We'll help you make prudent decisions toward growing and maintaining your wealth. Burgess Financial Planning exists to help you develop a plan of action and make smart financial decisions for your future. We start with a one-hour
Elizabeth Mandel — I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded
Our clients know exactly what they are paying. Our investment management fees are based on assets under management and are 1% or less per year. Letson Investment Advisors are not commissioned-based advisors, we sell no proprietary products and we are fully committed to excellence & service. Founded in 1987, Letson Investment Management, Inc. is a fee
Bradley Cox — Scott has really helped our family navigate through a series of complex financial topics over the past few years. He has
JSC Realty & Investment Services is a commercial brokerage firm offering services in Project Leasing, Tenant/Buyer Representation, Investment Sales, Property Management, Construction Management, and Development. Each member of the executive team has in excess of 20 years' experience providing value-added service to their clients. Knowledge, Resources
Surdev Jatana — I received the best possible service from Jas, He was excellent in his dealings, he explained everything very patiently and
To provide our clients with the most comprehensive and responsive financial planning, insurance and investment management services available. To approach our clients with integrity, candor and expertise and to be regarded as a trusted and indispensable advisor. To be recognized as true professionals at the top of our field, providing such value to
Scarlet M. — JSF Financial is such a great company. They truly care for all of their clients and business partners. JSF goes above and
Why did we choose the eagle to represent Townsend? An eagle symbolizes new beginnings and life changes, along with the strength and resilience to endure difficult times, while having the courage to look ahead. An eagle stands for honest and truthful principles while inspiring to reach the highest standards. We are an independent, privately owned investment
Alyssa Ericksen — Very responsive, warm and easy to work with. Drew has given us excellent service, and Townsend’s management strategies
As a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), Don has served as Chairman on the board of the Charlotte Estate Planning Council and as Director of the Charlotte Financial Planning Symposium. Don and his wife Kathryn have two daughters and a grandson. A continuacin del el nombre del profesional estn un grupo de datos, tendrs
John B. — We have had the pleasure to work with the staff at Defender Capital over the past 5 years, with tremendous satisfaction.
Whether your investment goal is to achieve long term growth or to preserve the principal that you have, our success is measured by your success. Taylor is a skilled researcher and financial analyst. She was an analyst at an international law firm and now supports clients and advisors with RJ Capital. She earned a Bachelor of Science from Florida State
Cheryl W. — I use them for my investment portfolio. Very easy to get in touch with my account manager and they take the time to find
Tell us about your ideals, financial aspirations, and what you want your money to do for you. Then let us show you how to get there, help you succeed along the way, and empower you to Live the Life You LoveSM. I can show you how it's possible to Live the Life You LoveSM through pragmatic investing and a sound financial plan. Being a fiduciary means
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