'Napfa' trends

Domains containing the tag 'Napfa'

: Bounce ratePages / VisitVisit duration
1meridian-iq.com
Meridian-IQ: Your premier tool for marketing, selling and understanding the Advisor marketplace
Meridian-IQ is the most advanced database of Registered Investment Advisors. We have hundreds of data points on every RIA in the industry with unique data. Meridian-IQ has workflow tools that make it easier to perform your job of selling to Advisors. It is used by wholesalers and recruiters selling to the RIA. It is used for email campaigns, cold calling, direct mail, and ***ysis.: n/a 8.10 n/a
2globeadvisor.com globeadvisor.com Web-based tool helps advisors manage clients, conduct research and track investment performance. The best site for financial advisors and planners to stay on top of financial news, manage clients, create financial plans, sales presentations, build client portfolios, and conduct research across broad databases of Canadian mutual funds and North American stocks and companies.: n/a 2.30 n/a
3napfa.org The National Association of Personal Financial Advisors | NAPFA The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. Visit us today to find an advisor near you.: 41.26 4.24 02:23
4altruistfa.com Altruist Fee-only financial planning and asset management with a complete satisfaction money-back guarantee.: n/a 2.00 n/a
5nevilsfinancial.com HOME | Nevils Financial Nevils Financial, LLC, Barbara C. Nevils, MA, CFP, NAPFA Registered Financial Advisor, offer fee-only Comprehensive Financial Planning and Investment Management services also including, Tax and Estate Planning, Medical Planning, Retirement Planning and Specific Goal Planning. Registered in Massachusetts and in Florida as Financial Advisors.: n/a 0.00 n/a
6advancedportfoliodesignllc.com Advanced Portfolio Design, LLC - Peter J Canniff, CFP professional - A Wealth Planning firm Advanced Portfolio Design, LLC is a full service investment advisory firm providing portfolio management and financial planning services located in Nashua, NH Retirement and Investment Planning: n/a 0.00 n/a
7cepfinancial.com Houston Financial Planner - CEP Financial LLC - Peter Regan - Call 281-685-9715 Houston Financial Planner - CEP Financial LLC - Peter Regan - Call 281-685-9715: n/a 3.00 n/a
8beacon-advisor.com Beacon Financial Advisors Beacon Financial Advisors is a fee only financial planning firm located in Lee's Summit, MO.: n/a 3.00 n/a
9kjhfinancialservices.com Fee-Only Financial Planner Needham, MA Newton MA and Denver CO, Retirement Planning Simplifying Your Life-Helping You Plan Your Future. Certified Financial Planner Newton MA and Denver CO: n/a 0.00 n/a