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Advisor 3
Beren Anderson
LUTCF®
Financial Advisor from BSA Wealth Advisors, RI

As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...

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Advisor 3
Steve Harrison
Financial Advisor from Prudential, IL

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing...

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Advisor 3
Craig Thompson
ChFC®
Financial Advisor from Assets Solutions, LA

Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other...

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Advisor 3
Michael Loftus
Financial Advisor from Loftus Wealth Strategies, DE

From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients. We're good listeners,...

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View more qualified advisors in Bethany Beach, DE Right Arrow
Advisor 3
Geoffrey Hemenway
Financial Advisor from Hemenway Financial Services, NE

Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if...

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Advisor 3
Michael Fiammetta
Financial Advisor from Lpl, MO

4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...

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Latest Blog

Estate Planning

10 Min Read

23 Jul 2025

How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst Uncertainly

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017,...

By: WiserAdvisor Insights
Retirement Planning

12 Min Read

22 Jul 2025

How to Rollover your 401(k) in 5 Easy Steps

Are you thinking about rolling over your 401(k)? People usually arrive at...

By: Jonathan Dash

11 Min Read

10 Jul 2025

Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car...

By: WiserAdvisor Insights

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It is said that a goal without a plan is just a...

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The world of investment is complicated. Whether you are a novice or...

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The decision to hire a financial advisor is a prudent move. Seeking...

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How to Determine Your Investment Risk Tolerance Level

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How to Determine Your Investment Risk Tolerance Level

Investment and risk are two closely related concepts. Risk refers to the...

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Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

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Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

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Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

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Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

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Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

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