View AIS Planning's top competitors like Atlas, Beacon Financial Group, Inc., and Freedom Financial Architects.
Horizon Financial is a New York based investment management company that offers cross-border investment solutions to global financial institutions and individuals. Horizon has profound knowledge of both the US and Asian financial markets. We serve institutional investors and their clients with a niche expertise in cross-border investment management and wealth planning solutions.
New York, New York, US
Private
http://www.horizonfa.com
20 Employees
Financial Services
Cleveland, Ohio, US
Private
$5.1M Revenue
http://www.beaconfinancialgroup.com/
15 Employees
Fee-only financial planners in Plano, Texas. We help people with busy lifestyles take care of building a secure financial future. We are independent allowing us to offer unbiased advice and protect clients against financial predators. Let us help you manage your resources, both personal and business.
Plano, Texas, US
Private
$872K Revenue
http://strategicfp.com
5 Employees
Top AIS Planning Employees
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Cathy Juilfs
CEO and President at AIS Planning
St. Cloud, MN, US22 -
Nathan Goebel
Chief Compliance Officer (CCO) at AIS Planning
St. Cloud, MN, US21 -
Jason Hallonquist
Certified Financial Planner at AIS Planning
St. Cloud, MN, US14 -
Teresa Bawden
Retirement Plan Client Service Associate at AIS Planning
St. Cloud, MN, US22 -
Tami Mayers
Senior Client Service Associate at AIS Planning
Sauk Rapids, MN, US12 -
Christopher Duke
Associate Advisor at AIS Planning
St. Cloud, MN, US1 -
Jason Hallonquist
Certified Financial Planner at AIS Planning
Saint Cloud, Minnesota, United States13 -
Miguel Gallegos
Operations Manager at AIS Planning
St. Cloud, MN, US
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