Following 85
William Hall
Mooresville NC
Active 14h 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 28d 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 649d ago
Bio: Clu,Chfc, Chfebc, LTCP, masters from Purdue in Charitable planning
Robert Sayman
Alabama
Active 773d ago
Bio: Experienced in selling indexed products both indexed universal life insurance and indexed annuities.
David Brown
South Carolina
Active 749d 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
Active 53d 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 570d 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 257d 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 675d ago
Bio: Coach - First Tee of Delaware
Mark Dennis
Active 681d 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 16h 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 10d 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 2d ago
Bio: ALL IN with RTS 25 years as a stockbroker/financial advisor.
Tony Gallardo
Active 694d ago
Bio: I enjoy assisting clients with tax reduction, retirement solutions, and sound state planning.
Bill Richardson
Active 1015d ago
Bio: I am a financial advisor in Minnesota who also wholesales the Beneficiary Liquidity Plan (BLP).
D. Mitch Mitchell
Active 783d 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 1061d 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 762d 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 26d ago
Bio: For a full bio, go to www.DarrenSugiyama.com or https://www.lionsmarkcapital.com/about-us
Tom Pattinson
San Rafael
Active 787d 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 951d 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 17h ago
Bio: Licensed Life/Health agent for 14 years with a focus on retirement planning.
Michael Iskra
Active 2d ago
Bio: I change the endgame
Charles Hayes
Active 4d 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 772d 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 11d ago
Bio: Advisor
Edgar Capella
Active 725d ago
Bio: Sharing the Lord Love for Humanity
Alex Beyer
Active 487d ago
Bio: Attorney
Phil Graham
Cornelius, NC
Active 465d ago
Bio: Phil's vision and mission are developing products and creating unique opportunities that solve essential client needs.
Russ Anderson
Active 760d ago
Bio: Financial industry professional with 30 years experience in banking, finance, wealth management and insurance.
Showing 30 of 85 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 7h ago
Joined Feb 17, 2023
Salt Lake City
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