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Family Wealth Management Group
Laura LaTourette
Founder
Location
Dahlonega,GA
Modera Wealth
Neal Nolan
Certified Plan Fiduciary Advisor (CPFA)
Location
Asheville,NC
Compensation
Fee Only
Vantage Point Financial
Ashley Ott
Partner
Location
Needham,MA
Compensation
Commission and Fee
Borrowdale Financial Planning, LLC
Sandra Borrowdale
Certified Financial Planner
Location
Bend,OR
Compensation
Fee Only
RC
Intentional Wealth Strategies
Richard Carroll
Partner
Location
Colorado Springs,CO
Compensation
Commission and Fee
AA
A & M Tax & Accounting Svcs., In
Arthur Aube
President
CFS, EA
Location
Athens,GA
JD
Dorman Financial Management PA
James Dorman Jr.
Location
Maitland,FL
Compensation
Commission and Fee
NC
Nicholas Cava
MCRS, CLU
Location
Lake Grove,NY
MG
JMG Financial Group, Ltd.
Matthew Grubb
Principal
Location
Downers Grove,IL
Compensation
Fee Only
United Capital Financial Advisors, LLC
Trudy Turner
VP, Wealth Advisor
Certified Private Wealth Advisor (CPWA)
Location
Frisco,TX
Compensation
Commission and Fee
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