Following 86
William Hall
Mooresville NC
Active 3h ago
Bio: Bill Hall helps financial advisors scale with compliance software, marketing, tax strategies, and turnkey systems that attract affluent clients.
Mark Maiewski
Asheboro, NC
Active 101d ago
Bio: Lifelong entrepreneur with a deep faith in God. 23 years helping small business owners save money on taxes and supercharge their retirement.
Wayne Davis
Active 722d ago
Bio: Clu,Chfc, Chfebc, LTCP, masters from Purdue in Charitable planning
Robert Sayman
Alabama
Active 847d ago
Bio: Experienced in selling indexed products both indexed universal life insurance and indexed annuities.
David Brown
South Carolina
Active 822d ago
Bio: For 45 years I have been committed to educating clients so they will have the information needed to make intelligent financial decisions. f
Scott Fedyshyn
800 South Lafayette St
Active 2d ago
Bio: CPA, CFP, CMA, CFM, CTC, CTP, CTS The Tax Reduction CPA Owner - Fedyshyn CPA Group, Redwood Private Wealth $300M AUM, Matador Capital Hedge Fund CIO
Jonathan Holljes
Midlothian RVA area
Active 643d ago
Bio: I have helped my clients significantly reduce the eroding effect of taxes on their ability to create the wealth they need to reach their life goals.
Jeremy Bryant
Active 35d ago
Bio: I like to help people with their Financial Puzzle, some need more help than others. I like to be outdoors & spend time with my family & church.
Charles Trakas
Active 748d ago
Bio: Coach - First Tee of Delaware
Mark Dennis
Active 754d ago
Bio: As the Managing Director of Redwood Tax, I oversee a team of highly qualified and experienced tax professionals dedicated to reducing your taxes.
Sean Gray
Active 9d ago
Bio: I am the Managing Director of Sovereign Financial and have more then 20 years experience in the Insurance and financial services industry.
Charlie Dingman
Bozeman, Montana
Active 6d ago
Bio: I help clients reduce or eliminate income taxes, estate planning and managing assets to grow wealth and protect their savings.
Ron Bedford
Kingsport, TN.
Active 1d ago
Bio: ALL IN with RTS 25 years as a stockbroker/financial advisor.
Tony Gallardo
Active 767d ago
Bio: I enjoy assisting clients with tax reduction, retirement solutions, and sound state planning.
Bill Richardson
Active 1088d ago
Bio: I am a financial advisor in Minnesota who also wholesales the Beneficiary Liquidity Plan (BLP).
D. Mitch Mitchell
Active 857d ago
Bio: I make a powerful impact in the lives of Accountants, Fncl Professionals & Others by introducing them to THE BEST Tax Reduction Team in the country.
Timothy Meuret
RIO RANCHO, NM • ENTJ
Active 1134d ago
Bio: I support you in finding the best insurance solution for you, your family or business. He works hard to ensure the upmost care & protection are taken.
Christen Berman
Active 835d ago
Bio: I'm COO for RTS specializing in financial planning through the tax lens. I'm passionate about family and preservation of generational wealth & legacy.
Darren Sugiyama
Orange County, CA
Active 100d ago
Bio: For a full bio, go to www.DarrenSugiyama.com or https://www.lionsmarkcapital.com/about-us
Tom Pattinson
San Rafael
Active 860d ago
Bio: Successful sales with IBM. For the last 20 years: life agent. Since I joined Redwood Tax Specialists, I have brought four large cases to Redwood.
Mark Boehm
United States
Active 1024d ago
Bio: Using an extensive network of tax advisors, I work w CPAs to implement strategies to minimize taxes and create Untaxable Wealth for their clients.
Richard Davidson
Active 3d ago
Bio: Licensed Life/Health agent for 14 years with a focus on retirement planning.
Michael Iskra
Online now
Bio: I change the endgame
Charles Hayes
Active 2d ago
Bio: Love Golfing with 3 generations of family and friends I have known as far back as the 50's. Love working with my church on Mission Projects.
Stacey Parnum
Southern California
Active 846d ago
Bio: Worked over 30 years as a financial professional. Love to take my 4 dogs hiking on the trails behind my home.
Robert Petock
Active 69d ago
Bio: Advisor
Edgar Capella
Active 799d ago
Bio: Sharing the Lord Love for Humanity
Alex Beyer
Active 560d ago
Bio: Attorney
Phil Graham
Cornelius, NC
Active 538d ago
Bio: Phil's vision and mission are developing products and creating unique opportunities that solve essential client needs.
Russ Anderson
Active 833d ago
Bio: Financial industry professional with 30 years experience in banking, finance, wealth management and insurance.
Showing 30 of 86 users
Lyn Fisher
@lyn-fisher-6201
Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.

Active 24h ago
Joined Feb 17, 2023
Salt Lake City, UT
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