Schulz Wealth 1752 Broad Park Cir N, Ste 110 Mansfield, TX 76063 817-405-4014 [email protected] schulzwealth.com Services Schulz Wealth will work with clients remotely. Schulz Wealth offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Fixed fee based on assets or financial circumstances. Required education for senior advisors in […]

FirsTrust 113 Executive Circle Daytona Beach, FL 32114 (800) 585-9888 [email protected] www.FinancialTeam.com Other Locations Orlando (407) 859-4334 Atlanta (404) 991-2788 Daytona Beach (386) 788-3737 Tampa (813) 874-7200 Services FirsTrust will work with clients remotely. FirsTrust offers comprehensive wealth management, investment management, and financial planning. There are digital platform (robo) services available. Compensation methods accepted Assets […]

Marrs Wealth Management 313 Fifth St, Ste 101 Ames, IA 50010 515-233-0307 [email protected] www.marrswealthmanagement.com Services Marrs Wealth Management will work with clients remotely. Marrs offers comprehensive wealth management, investment management, and financial planning. There are digital platform (robo) services available. Compensation methods accepted Assets Under Management (AUM) Required education for senior advisors in the firm […]

ISI Financial Group, Inc. 570 Lausch Lane, Suite 100 Lancaster, PA 17601 800-342-5474 [email protected] www.isifinancialgroup.com Services ISI Financial Group will work with clients remotely. ISI offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Hourly Required education for senior advisors in the firm 31 years of experience 8 […]

Elements 5 Investment Management David B. Schram, JD, CFP®, CIMA®, AWMA® New Jersey 908-421-1164 [email protected] https://www.elements5.us// Services Elements 5 Investment Management will work with clients remotely. Elements 5 offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Hourly Fixed fee based on assets or financial circumstances. Required education […]

The Connemara Group 1700 Rockville Pike Suite 400 Rockville MD 20852 301.998.6595 [email protected] www.connemara.com Other Locations 1300 Pennsylvania Ave NW 7th FL Washington DC 20004 Services The Connemara Group offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Fixed fee based on assets or financial circumstances. Required education for senior advisors in […]