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TOP 30 Design consultation in South Carolina
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Edward Jones - Financial Advisor: Anna Defenbaugh, AAMS™|CRPC™
Edward Jones - Financial Advisor: Anna Defenbaugh, AAMS™|CRPC™ is a reputable finance institution located at 1923 East Main Street in Duncan, South Carolina, United States. Anna Defenbaugh, a certified financial advisor with designations in AAMS™ and CRPC™, offers expert financial planning and investment services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Anna provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or building wealth, Edward Jones - Financial Advisor: Anna Defenbaugh, AAMS™|CRPC™ is dedicated to helping you secure a stable financial future.
Bank of America ATM (Drive-thru)
The Bank of America ATM (Drive-thru) located at 3005 North Main Street in Anderson, South Carolina offers convenient access to banking services for customers on the go. This ATM is part of the renowned Bank of America network, providing secure and reliable financial transactions for individuals and businesses. Whether you need to withdraw cash, check your balance, or make a deposit, this drive-thru ATM is designed for quick and efficient service. Experience the convenience of banking with Bank of America at this location in Anderson, South Carolina.
Michele Cockram - Associate Financial Advisor, Ameriprise Financial Services, LLC
Michele Cockram is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 803 Roper Creek Drive in Greenville, South Carolina, United States. Michele holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michele's expertise in asset management, financial planning, estate planning, retirement planning, investment analysis, and more. Michele is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients, utilizing a range of investment strategies and products. With a commitment to ethical standards and ongoing education, Michele is well-equipped to help clients achieve their financial goals and secure their financial future.
Melanie Hendrix - Thrivent
Melanie Hendrix - Thrivent is a finance institution located at 2 Winchester Court, Mauldin, South Carolina, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only individuals who are financial advisors are credentialed to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA’s Broker Check.
Gerald Ray Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Gerald Ray Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 880 South Pleasantburg Drive, Greenville, South Carolina, United States. Gerald Ray Johnson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, risk management, and more. Gerald Ray Johnson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs children. With a strong commitment to ethical practices and ongoing education, Gerald Ray Johnson is well-equipped to help clients achieve their financial goals.
Bugay, Watson & Associates
Bugay, Watson & Associates is a finance institution located at 803 Roper Creek Drive in Greenville, South Carolina, United States. They offer a variety of certifications and designations for financial professionals to enhance their expertise in areas such as asset management, estate planning, retirement planning, and more. Some of the certifications they offer include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and the Certified Financial Planner™ certification. They also provide training for professionals working with special needs families, military personnel, and individuals planning for long-term care. With a focus on ethics and real-world application, Bugay, Watson & Associates is dedicated to providing high-quality financial services to their clients.
Strovis Benefits
Strovis Benefits is an innovative insurance agency located at 159 Civitas Street in Mount Pleasant, South Carolina. We are dedicated to reshaping employee benefits brokerage and consulting to provide better, not just bigger, solutions for our clients. Our modern approach focuses on creating capital-efficient and employee-centric programs tailored to mitigate unique exposures and drive superior financial outcomes. Our highly technical team utilizes data and forensic underwriting to help you attract, retain, and motivate talent in today's fast-changing workplace. We understand the importance of agility in health and welfare strategies, and our specialists work with you from plan design to ongoing program management to ensure comprehensive yet flexible solutions.
Robert Kopp - Thrivent
Robert Kopp - Thrivent is a finance institution located at 1108 Harrington Street, Newberry, South Carolina, United States. They are licensed in multiple states including CA, FL, GA, IN, LA, MD, NC, NY, SC, TN, TX, UT, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are licensed to provide investment advisory services. Visit their website for more information on their services and professional designations.
Matthew T Perry - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew T Perry - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 215-B Beaufort Street, Chapin, South Carolina, United States, is a finance institution offering a range of certifications and designations to ensure that their advisors are equipped to meet the diverse needs of their clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at Matthew T Perry have the knowledge and expertise to provide comprehensive financial planning and asset management services. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the advisors at Matthew T Perry are committed to helping you achieve your financial goals.
Jarott Jaskolka - Financial Advisor, Ameriprise Financial Services, LLC
Jarott Jaskolka is a financial advisor at Ameriprise Financial Services, LLC located at 418 East Railroad Avenue, Batesburg-Leesville, South Carolina, United States. Jarott holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jarott's expertise in various financial planning areas such as asset management, investment strategies, estate planning, retirement planning, insurance products, and more. As a Certified Military Financial Advisor®, Jarott is also trained to serve veterans and active duty personnel. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Jarott Jaskolka can provide you with comprehensive financial advice tailored to your specific needs.
Luke Harris - Thrivent
Luke Harris - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Unlike most advisors, we take a comprehensive approach to help Christians save and invest wisely. We are licensed in multiple states including AL, FL, GA, KY, MN, NC, SC, and TX. Our institution provides investment advice for Christians seeking long-term relationships with their Financial Advisor. Licensing information can be found through your State Insurance Department’s website.
Alan Hyatt - Thrivent
Alan Hyatt - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Committed to creating values-based financial plans, they offer services such as Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through their Financial Planning Framework. Licensed through the State Insurance Department and affiliated with Thrivent Financial for Lutherans, they offer insurance products, securities, and investment advisory services. Thrivent Investment Management Inc., a registered investment adviser, is a subsidiary of Thrivent and offers services to clients. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.
Trey Bruner - Financial Advisor, Ameriprise Financial Services, LLC
Trey Bruner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 112 West Columbia Avenue in Batesburg-Leesville, South Carolina, United States. Trey Bruner holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Trey Bruner is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Trey Bruner is committed to upholding the highest ethical standards and staying current with industry trends and regulations to best serve their clients.
Ryan Eugene Westmoreland - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ryan Eugene Westmoreland is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 311 Meetze Avenue in Lexington, South Carolina, United States. As a finance institution, Ryan Eugene Westmoreland holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ryan Eugene Westmoreland's expertise in wealth management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Ryan Eugene Westmoreland provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Edward Jones - Financial Advisor: Kevin Madden, AAMS™
Edward Jones - Financial Advisor: Kevin Madden, AAMS™ is a reputable finance institution located at 1356 North Lake Drive in Lexington, South Carolina, United States. Kevin Madden, a trusted and experienced financial advisor, holds the Accredited Asset Management Specialist™ designation, demonstrating his expertise in providing personalized financial solutions to clients. With a focus on building long-term relationships and helping individuals and families achieve their financial goals, Kevin Madden and his team at Edward Jones are dedicated to providing top-notch financial advice and services. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: Kevin Madden, AAMS™ is committed to helping you secure your financial future.
Gerry L Owen - Financial Advisor, Ameriprise Financial Services, LLC
Gerry L Owen - Financial Advisor, located at 445 Silver Bluff Road in Aiken, South Carolina, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. Gerry L Owen holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Gerry L Owen is a Certified Divorce Financial Analyst, Certified Estate Planner™, and holds the Chartered Financial Consultant® designation. With a focus on providing personalized financial advice and guidance, Gerry L Owen is dedicated to helping clients achieve their financial goals.
Yardpro Services LLC
Yardpro Services LLC is a professional landscaping and lawn care company located at 145 Goodwin Drive in Central, South Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch services to enhance the beauty and functionality of your outdoor space. From lawn maintenance and mowing to landscaping design and installation, we offer a wide range of services to meet all of your needs. Contact us today to schedule a consultation and transform your yard into the outdoor oasis of your dreams.
All upstate heating and air llc
All Upstate Heating and Air LLC is a trusted general contractor located at 157 Largess Lane in Piedmont, South Carolina. Specializing in heating and air services, their team of skilled professionals is dedicated to providing top-notch installation, repair, and maintenance services for residential and commercial properties. With a commitment to excellence and customer satisfaction, All Upstate Heating and Air LLC is the go-to choice for all heating and air needs in the Upstate region of South Carolina.
Merrill Lynch Financial Advisor Michael Sirgo
Merrill Lynch Financial Advisor Michael Sirgo, located at 21 Hatton Place, Hilton Head Island, South Carolina, United States, is a finance institution dedicated to helping Families, Small Business Owners, Dentists, Surgical Specialists, and Retirees achieve their financial goals. The Sirgo Wealth Management Group believes in providing personalized service and care to every client, placing them at the center of the Wealth Management Planning Process. The team at Merrill Lynch works with clients to design and implement personalized financial strategies to help manage investment risk and pursue financial goals. Through a comprehensive planning process, clients can establish a relationship with their advisor, gather data, establish financial goals, analyze their financial status, review recommendations, set a course, and track progress towards their goals. With access to the global resources of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their unique financial needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, helping clients stay on track to achieve their goals through life's changes. By understanding what matters most to each client, the team can create a financial approach that reflects their personality and priorities. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to pursue their goals. With personalized investment strategies and comprehensive financial solutions, clients can work towards living their best financial life with the guidance of Merrill Lynch Financial Advisor Michael Sirgo.
Doug Sheorn - Financial Advisor, Ameriprise Financial Services, LLC
Doug Sheorn - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6 Fish Haul Road, Columbia, South Carolina, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution aims to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those in various life stages.
Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1201 Main Street, Columbia, South Carolina, United States, is a finance institution that offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating a high level of expertise and commitment to providing top-notch asset management, investment strategies, estate planning, and retirement planning services. With a team of professionals holding prestigious designations such as CFA®, CFP®, CASL®, and more, clients can trust in the knowledge and skills of the advisors at Roderick L Barnes - Private Wealth Advisor. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, this institution has the expertise to guide you towards financial success.
Gown Boutique of Charleston
Gown Boutique of Charleston is a premier bridal store located at 664 A Long Point Road in Mount Pleasant, South Carolina. We believe that every bride deserves a special and unforgettable wedding dress shopping experience. Our boutique is filled with a diverse selection of wedding dresses from top designers, offered at affordable prices in sizes 2-34. Our experienced consultants provide one-on-one appointments in private fitting rooms, ensuring that each bride finds the perfect dress that reflects her personal style and story. From the first appointment to the final fitting, we strive to make every moment memorable and special.
Merrill Lynch Financial Advisor Joseph Read Folline
lanner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S. At Merrill Lynch Financial Advisor Joseph Read Folline, located at 1301 Gervais Street, Columbia, South Carolina, United States, we are dedicated to simplifying financial complexity for our clients. Our team at the Folline King Group understands that wealth comes with a unique set of opportunities, questions, and responsibilities, which is why we offer tailored portfolios and service plans to meet the specific needs of each client. Communication is key for us, as we believe that ongoing client communication is essential for maintaining successful portfolios. We offer comprehensive banking solutions from Bank of America and take pride in building strong client relationships based on trust and personalized service. Our team is supported by the global resources of Merrill and is committed to helping clients navigate the financial and economic landscapes to achieve their goals.
Gregory T. Risinger
Gregory T. Risinger is a finance institution located at 4801 Forest Drive in Columbia, South Carolina, United States. As a part of First Citizens Investor Services, Inc., Gregory T. Risinger offers strength, stability, and consistency in delivering customized financial advice and tailored strategies. Their team of investment professionals can help you create and execute a comprehensive financial plan to achieve your goals, integrate your personal and business finances, establish security for you and your family, protect your assets, and ensure your intentions are fulfilled in your estate plan. They also coordinate with tax and legal professionals to ensure a consistent and effective planning approach. Visit FINRA BrokerCheck to learn more about First Citizens Investor Services, Inc. and Gregory T. Risinger's professional designations.
Edward Jones - Financial Advisor: Bill Sauter, AAMS™|CRPC™
Edward Jones - Financial Advisor: Bill Sauter, AAMS™|CRPC™ is a reputable financial institution located at 2066 Okatie Highway in Okatie, South Carolina, United States. As a trusted advisor, Bill Sauter holds designations as an Accredited Asset Management Specialist (AAMS™) and a Chartered Retirement Planning Counselor (CRPC™), demonstrating his commitment to providing personalized and comprehensive financial planning services. With a focus on building long-term relationships with clients, Edward Jones offers a range of financial services and investment options to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Bill Sauter and his team are dedicated to providing expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Brian T Richter, ChFC®|CAP®|CLU®|CRPC™
Edward Jones - Financial Advisor: Brian T Richter, ChFC®|CAP®|CLU®|CRPC™ is a reputable financial institution located at 1702 Ribaut Road in Port Royal, South Carolina, United States. Specializing in finance, Brian T Richter is a highly qualified professional with designations including ChFC® (Chartered Financial Consultant), CAP® (Chartered Advisor in Philanthropy), CLU® (Chartered Life Underwriter), and CRPC™ (Chartered Retirement Planning Counselor). With years of experience and expertise, clients can trust Edward Jones - Financial Advisor: Brian T Richter to provide personalized financial advice and guidance to help them achieve their financial goals.
Amber McIntyre - Financial Advisor, Ameriprise Financial Services, LLC
Amber McIntyre is a Financial Advisor at Ameriprise Financial Services, LLC located at 1533 Fording Island Road, Hilton Head Island, South Carolina, United States. Amber McIntyre holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise and commitment to providing comprehensive financial planning services. Amber McIntyre specializes in asset management, retirement planning, estate planning, investment strategies, and risk management for individuals, retirees, small business owners, and high net worth clients. She also provides specialized services for domestic partners, seniors, those planning for retirement, veterans, and individuals with special needs. Contact Amber McIntyre at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
John Rush - Financial Advisor, Ameriprise Financial Services, LLC
John Rush is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1533 Fording Island Road in Hilton Head Island, South Carolina, United States. John holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas such as asset management, retirement planning, estate planning, investment management, and more. John is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Julie Hucks - Financial Advisor, Ameriprise Financial Services, LLC
Julie Hucks, a Financial Advisor at Ameriprise Financial Services, LLC located at 100 South Main Street in Summerville, South Carolina, offers a range of financial services to individuals. Julie holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Julie's expertise in asset management, estate planning, retirement planning, investment strategies, and more. If you are looking for a financial advisor with a comprehensive understanding of various financial topics, Julie Hucks is the right choice for you.
David J De Rhodo - Financial Advisor, Ameriprise Financial Services, LLC
David J De Rhodo is a financial advisor at Ameriprise Financial Services, LLC located at 201 Sigma Drive in Summerville, South Carolina, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. David is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
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