Ko-Advisors Competitors

Copper Canyon Wealth Management is a full-service financial services firm providing comprehensive investment management, insurance services, financial, retirement, wealth and estate planning, as well as, individual and corporate trust services. Trusting relationships are the foundation of our investment and wealth planning practice, and we're committed to fostering our business and personal relationship with your family. In doing so, we'll maintain the highest standards of integrity and professionalism. Through a collaborative planning approach, we'll work in partnership to prepare a financial plan designed to serve and protect the best interests of your family. From this foundation, we'll implement appropriate investment, insurance and wealth management strategies to proactively address your goals and concerns. We'll consistently provide detailed information and deliver exceptional service and suitable products. Addressing life's financial challenges and educating you about appropriate choices are what we do best as wealth management professionals. Our word is our bond, and our clients' interests always come first. We look forward to working with your family. Securities & Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For a list of states in which the Financial Advisors of Copper Canyon Wealth Management are registered to do business, please visit their website at www.coppercanyonwealth.com.

Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer experience in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This experience allows us to deliver the best possible personalized advice and is provided without conflicts of interest. Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Advisory services offered through Waterford Advisors LLC, an SEC Registered Investment Advisor. Waterford Advisors LLC and Cadaret, Grant & Co., Inc. are separate entities. Currently licensed to offer securities in the following states: NY, CA, CO, DE, FL, ID, IL, MD, MI, MN, NC, OH, PA, TX, VA.

http://www.sterlingwpartners.com/commenting-guidelines Sterling Wealth Partners: “A Firm Dedicated to the Highest Quality Advice & Service” Experienced and professional—our team of advisors, in conjunction with licensed tax and legal partners, use a holistic approach to ensure that every aspect of your financial life is addressed. This includes Investment Management, Retirement Income Planning, Social Security Strategy, Risk Management, Tax Strategy, Estate Planning, and Legacy Planning. Our goal is to deliver a Sterling experience from start to finish—to ensure clients get the attention and service they deserve. We are dedicated to our profession and committed to improving and adapting our strategies to optimize the client experience. Serving Southern California and clients across the country. Visit our website at www.sterlingwpartners.com The Financial Professionals of Sterling Wealth Partners are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. 949 South Coast Drive, Suite 555, Costa Mesa, CA 92626. 714-592-7705. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.