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financial planner

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The following is a list of people who have been tagged as financial planner. By default the list is sorted by how many people have tagged them as financial planner, followed by how high of a rating they have. If you feel that you provide a service that should be listed in this category, join our service today and tag yourself as financial planner.


  iKarma Member Rating Description
-- SmartServ Solutions
Finance
New York, U.S. 		*****
Based on 41 reviews 		Mario Costanz is the President of SmartServ Solutions, an independent consumer financial services firm providing income tax preparation and...
-- Jeremy Faber
Commercial Development
Oregon, U.S. 		*****
Based on 1 reviews 		I was a nerdy kid, then a preppy pre-teen, a hippie in college and now a financial services professional. As a comprehensive financial advisor, I...
-- Dynamic Capital Mortgage ( Direct Lender)
Internal Medicine
Maryland, U.S. 		Not Rated
Based on 0 reviews 		My name is Matthew Palumbo and I am a loan officer with Dynamic Capital Mortgage ( a direct lender) serving the Washington DC metropolitan area, and...
-- Resolute Financial, LLC
Financial Advisor
Massachusetts, U.S. 		Not Rated
Based on 0 reviews 		I am a NAPFA registered Fee-Only Financial Adviser. Our firm has two Massachusetts offices, located north of Boston. I work with Health Care...
-- Wally Saucedo International Inc
Financial Advisor
California, U.S. 		Not Rated
Based on 0 reviews 		Missed Fortune TEAM Member Certified Public Accountant Real Estate Agent #01364013 Mortgage Advisor #01364013 Life Agent #076085
-- Joe Perrone
Automotive
Connecticut, U.S. 		Not Rated
Based on 0 reviews

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