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Advisors near 08691

Out of 400,000+ nationwide

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Michael K

Series 63, Series 65

Princeton, NJ

Endowbridge Capital, LLC

Passive / index investing Active portfolio management Wealth management Factor investing / smart beta Real estate investing Founder/Business Owner Values-based investing
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Robert G

CFP®, CFA®

Hopewell, NJ

Roche Financial Partners LLC

Wealth management General retirement planning Cash flow / budgeting
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Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Wealth management Passive / index investing
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Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Peter P

Series 63, Series 65

Robbinsville, NJ

Pandolfo Capital, LLC

Active portfolio management
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Jeffrey B

Series 63, Series 65

Newtown, PA

Paladin Retirement Advisors

General retirement planning Retirement income strategy Founder/Business Owner
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Kurtis B

Series 63, Series 66

Princeton, NJ

Certified Wealth Management & Investment LLC

Wealth management Cash flow / budgeting
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Joseph A

Series 63, Series 65

Langhorne, PA

City Investment Advisors, Inc.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Active portfolio management Retired
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Peter C

Series 63, Series 65

Princeton, NJ

Patton Hall, LLC

Active portfolio management Retirement income strategy
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Sam N

Series 65

Princeton, NJ

Ansonia Capital Advisors LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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