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Shearwater Capital | Investing for Physicians | St. Louis, MO

At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.

Categories: Stock Trading, Finance and Banking
Topics: financial advisor, investing, investing for physicians, investment management, physicians, retirement planning, shearwater capital, wealth management

Semrush Rank: 11,755,666

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Sites similar to shearwatercapital.com - Top 33 shearwatercapital.com alternatives

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Sandra Kobel, CLU®, ChFC®, CFP®, certified financial planner, investment management, estate planning, life insurance planning, retirement planning
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fountainheadfinancial.com
Fountainhead Financial Management, Inc.
Richard Paul Probst, CFP; Certified Financial Planner™ specializing in Family Wealth Management; Retirement Planning; 401K & IRA Rollover's; a Registered Investment Advisor.

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Jason P. Santos has been a Financial Advisor in the San Diego/Point Loma area since 2000, specializing in retirement income planning, legacy and estate planning/strategies, and small business financial strategies. He founded JPS Financial Services, Inc. with the goal of launching a different kind of financial advisory practice - one that builds lifelong relationships, empowers clients, provides exceptional customer service and focuses on helping clients reach their financial and retirement goals. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—JPS Financial Services has the tools and background to provide the services that fit your specific needs.

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ironhillwealth.com
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Top flight independent financial planning and advice on Retirement Planning, Investing, Tax Saving Strategies, wealth management, ETF Exchange Traded Funds, fee-based investment management, and long term care planning. Located in Walnut Creek in the East Bay, CA, serving especially the local communities of Danville, Pleasanton, San Ramon, Alamo, Orinda, Lafayette, Moraga, Pleasant Hill, Clayton, and Concord in addition to our headquarters in Walnut Creek. Members are Certified Financial Planners with advanced degrees. Also provide very cost effective insurance strategies. Specialize in working with widows, pre-retirees, and high net worth individuals.

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Financial decisions are arguably among the most important decisions you will ever make.

Our business is personal. It is about you and your family, your goals, and your business.

That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.

In my capacity as an Investment Adviser Representative of Eagle Strategies, LLC. (a wholIy-owned subsidiary of New York Life Insurance Company) I offer a fee-based approach to financial planning that starts with a behavioral self-assessment of your Return on Life.

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Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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Independent Financial Group located in Louisville, KY, Corvus Capital LLC is a locally owned and operated independent financial group providing a customized suite of financial services, tailored for the needs of our clients. Locally owned and operated by Christopher C. Hass, our mission is to help clients attain their personal, business, and philanthropic goals. We always act in the best interest of our clients and with the highest degree of integrity and ethical standards.

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