Following 37
Lori Barrett
Ohio
Active 4d ago
Bio: I help entrepreneurs save 💲 on taxes while increasing wellness benefits for employees - mental health coverage, FREE Rx, virtual visits & more! 🤩
Michael Apollonsky
Active 794d ago
Bio: Michael Apollonsky
Nadia Saidi Connolly
San Diego, California
Active 477d ago
Bio: *
Milton Brown
Chicago
Active 430d ago
Bio: I am non-traditional Financial Strategist that focuses on maximizing income and minimizing taxes. I enjoy traveling, working out and watching movies.
Tyson Bailey
Arizona
Active 102d ago
Bio: CEO of Trained Advisor
Tina Beck
Active 687d ago
Bio: Tina has more than 25 years' experience as a senior level marketing professional with a the focus on branding, digital marketing, and social media.
Makonnen Kebede
Active 1031d ago
Bio: I am here to help my community become more financially literate.
Leah Garcia
Monterey CA
Active 54d ago
Bio: Financial Professional - I have been in the industry for 17 years and I started part-time while I was raising my children.
Joe Bonaccorsy
Active 795d ago
Bio: CFP & Business Advisor
Dale Montgomery
Stillwater, MN
Active 1d ago
Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.
MaRico Tippett
Active 40d ago
Bio: Retired Air Force...Interesting in increasing the economic prosperity of the middle class
Carson Grover
Logan, UT
Active 20h ago
Bio: Enrolled Agent, Federally Authorized Tax Practitioner at Wealth Innovation Group
Kevin Dziubela
Active 1284d ago
Bio: Financial advisor
Pam Desjardins
Granby, Massachusetts
Active 933d ago
Bio: I have been a Registered Investment Advisor assisting clients to reduce taxes and protect, manage and transfer wealth for over 30 years
Fred McCoy
Houston, TX
Active 3d ago
Bio: Where Time Becomes A Smart Investment
Dunia Antunez
Active 1262d ago
Bio: My name is Dunia X Antunez. I am a licensed and certified Resident Producer in Nevada and California.
Bridget Riley
Scottsdale, AZ • INTJ
Active 1d ago
Bio: Glad to be here! In the industry since '99, have 65 and Life licenses. focus on retirees. Anxious to put the ERT system into our practice. #lure
Johnathan Pollock
Toronto
Active 95d ago
Bio: Founder - Thompson & Pollock Wealth Inc
Justin Mundt
St. Charles, MN
Active 58d ago
Bio: MN / Insurance/ Wealth Management/ Married with 2 Kids/ Snowmobiling / Woodworking
Ralph Hastings-Spaine
Active 90d ago
Bio: Serve
Ronald Hunter
Active 420d ago
Bio: I help successful professionals, business owners, and retirees make informed decisions about their money so they can focus on reaching their goals.
Tobin Short
Phoenix, AZ
Active 1118d ago
Bio: Founder of Heroes Financial Group. Wealth strategist, entrepreneur, investor.
Andrea Williams
Active 1285d ago
Bio: .
John Shedenhelm
Active 18d ago
Bio: I am a financial advisor that specializes in retirement income planning and tax mitigation strategies for individuals and small businesses.
Bill Hammer
Active 1285d ago
Bio: I'm a Wealth Advisor using big picture comprehensive and long term thinking to help people manage retirement and taxes utilizing advanced strategies
Geoff Raynor
Active 1285d ago
Bio: Financial planner interested in living life to its fullest.
Kevin Sullivan
Active 1285d ago
Bio: Experienced Wealth Advisor since 1989 solving complex financial issues for physicians and businessowners
Sharon BenDavid
Active 620d ago
Bio: For over 20 years, I have been a financial rep working to save people from stock market loss and guaranteed lifetime income annuities. I'm also an MLO
Eric Restrepo
Folsom, CA • ISTP
Active 7h ago
Bio: Crushing chips and salsa like it’s my job...
Stuart Kruse
Chicago
Active 17d ago
Bio: Stuart Founded, KAM, a boutique quantitative asset management firm in 2007 based on the principles that systematic strategies tend to perform better.
Showing 30 of 37 users
Wayne Fraser
@wayne-fraser-8766
Hi there, everyone I am an agent and looking to learn a little and share as much as I can on what works for me. It will work for you too.

Active 1265d ago
Joined Apr 28, 2023
Powered by