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Bryant Financial Advisory, Inc. is a financial planning and wealth management firm that provides a range of services to help individuals achieve their financial goals. From investment planning and management to retirement planning and employee benefits, the company's experienced wealth managers work closely with clients to create personalized plans that meet their unique needs. Additional services include estate planning, risk analysis, and insurance planning, all designed to help clients build and preserve their wealth. With over 30 years of experience, Nancy Bryant and her team have helped countless individuals and families navigate the complexities of personal finance and achieve financial independence. Whether you're just starting out or nearing retirement, Bryant Financial Advisory, Inc. can help you achieve your financial goals.
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Maller Wealth Advisors was founded with a purpose: to provide our clients with a greater sense of financial security and an unparalleled client experience. By focusing on investment management and financial planning, we help individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. We are driven by a single premise - that our clients deserve exceptional service. This is the yardstick against which we measure everything we do. We incorporate our clients' vision and values into their comprehensive financial and investment plan, while also helping business owners grow their business and maximize its long-term value. Our team of sage financial professionals offer unbiased advice and solutions tailored to each client's specific needs and goals.
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Marathon Capital Management provides investment management services to individual investors and small institutions, focusing on long-term fundamental investing and personalized client services. The company is employee-owned and not affiliated with any other financial organization. With a core investment philosophy of "Growth at a Reasonable Price, " the team consists of experienced professionals who concentrate on company fundamentals, avoid market timing, and believe that in-depth research is the key to investment success. Clients work closely with an investment manager, and the team stands ready to provide the level of assistance and service needed. Clients can learn more about Marathon by perusing their website or talking with one of their professionals.
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