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Mark Sharp Retirement
Mark Sharp Retirement is a fee-only, virtual-first financial service firm based in Portland, OR, helping those nearing or in retirement find ways to use their financial resources to support themselves in retirement.

Coastal Capital Group, LLC
Our Pledge – We Specialize in Helping You Reach Your Goals. The plan we create together will focus exclusively on you – your goals, your current finances, your time horizon and investing comfort level.

Upper Province Insurance Planning Group
Upper Province Insurance Planning Group is an independent insurance and financial planning firm. We are located in Portsmouth, NH.

Platinum Investment Advisors, Inc.
Atlanta's Premier Money Management Firm, Core Investment Managment. Low client to manager ratio top tier customer service custom designed portfolio, no cookie cutter advice we hold all assets at Fidelity Low fees very transparent

Paraklete® Financial, Inc.
Paraklete® Financial, Inc. (PFI) is a nationwide true “fee-only” and not fee based integrated financial planning firm. The firm’s clients are businesses, charities, estates, individuals and trusts.

R.S. Palastro Financial Planning Services, Inc.
R.S. Palastro Financial Planning Services, Inc. was founded for helping people make smart financial decisions.

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