West Palm Beach financial planners

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West Palm Beach financial planners
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Below are West Palm Beach financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   West Palm Beach financial planners
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BRUCE H HEST BOCA RATON, FL
B.A.(1974) New York University, J.D. (1977) Fordham University School of Law, LL.M. (Tax) (1985) Boston University School of Law (click for more info)

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West Palm Beach Financial Planners
NOT registered with MedLawPlus.com®

Michael H. Agnello   (credentials)
Agnello Financial Group, Inc.
712 North Olive Avenue
West Palm Beach, FL 33401-4015
Phone: 561.833.7080
Email: Mike@AgnelloFinancial.com
URL: www.agnellofinancial.com
Nicholas J Brusca   
The Brusca Financial Group
224 Datura Street Suite 1414
West Palm Beach, Florida 33401
Phone 561 659-7714
URL: www.bruscafinancialgroup.com
Keith Singer   
Keith Singer Wealth Management
3351 N.W. Boca Raton Blvd.
Boca Raton, FL 33431
Phone: 561-998-9985
Email: ksinger@keithsinger.com
URL: www.keithsinger.com
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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