Investment Management (Service Type: Trust & Estate Planning)

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Showing 961 – 970  of 1,369  Firms
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$2B - $5B
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$50B+
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location iconNeedham, Massachusetts
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
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location iconNeedham, Massachusetts
company size
Company size:  201-500
total assets
Total Assets: $2B - $5B
Needham Bank is a community Bank based in Needham, Massachusetts and founded in 1892. Needham Bank provides a suite of personal and business banking s...
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location iconNekoosa, Wisconsin
company size
Company size:  11-50
total assets
Total Assets: Up to $2B
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location iconNekoosa, Wisconsin
company size
Company size:  11-50
total assets
Total Assets: Up to $2B
Nekoosa Port Edwards State Bank is a state chartered community bank based in Nekoosa, Wisconsin founded in 1913. Nekoosa Port Edwards State Bank offer...
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location iconSandy, Utah
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconSandy, Utah
company size
Company size:  11-50
AUM
AUM: Up to $2B
Net Worth Advisory Group, LLC is an independent, SEC registered investment adviser based in Sandy, Utah founded in 2003. Net Worth Advisory Group, LLC...
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location iconReno, Nevada
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconReno, Nevada
company size
Company size:  1-10
AUM
AUM: Up to $2B
Nevada Investment Management is a financial services advisory firm based in Reno, Nevada. Nevada Investment Management provides investment planning a...
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location iconFullerton, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconFullerton, California
company size
Company size:  1-10
AUM
AUM: Up to $2B
Newcastle Financial Advisors provides financial planning, investment management, retirement planning services, estate planning, tax planning and other...
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location iconAvon, Connecticut
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAvon, Connecticut
company size
Company size:  1-10
AUM
AUM: Up to $2B
New England Guild Wealth Advisors is financial planning and wealth advisory firm based in Avon, Connecticut. New England Guild Wealth Advisors provid...
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location iconMemphis, Tennessee
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconMemphis, Tennessee
company size
Company size:  11-50
AUM
AUM: $2B - $5B
NewSouth Capital Management, Inc. is an independent, SEC-registered investment adviser based in Memphis, Tennessee founded in 1985. NewSouth Capital ...
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location iconNew York, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconNew York, New York
company size
Company size:  1-10
AUM
AUM: Up to $2B
New Street Advisors Group LLC is an independent SEC registered investment advisor based in New York founded in 2019. New Street Advisors Group LLC pr...
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location iconAtlanta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconAtlanta, Georgia
company size
Company size:  1-10
AUM
AUM: Up to $2B
Nicholas Wealth Management is a financial planning firm based in Atlanta, Georgia founded in 2008. Nicholas Wealth Management provides portfolio manag...
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location iconMinneapolis, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconMinneapolis, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Nicollet Investment Management, Inc. is a registered investment advisor based in Minneapolis, Minnesota and founded in 1971. Nicollet Investment Manag...
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