Followers 8
Aleksander Dyo
Los Angeles CA
• Active 3h ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Lance Peters
Arlington, TX
• Active 2d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Joseph Lopresti
Arlington Heights, IL
• Active 13h ago
Bio: Founder of Arlington Wealth Management, specializing in helping business owners and successful familes acheive security and prosperity.
Susan Marshall
Henderson NV
• Active 9h ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
Ryan Foncannon
Evansville, indiana
• Active 62d ago
Bio: Here to Skool you all.
Ron Elwood
• Active 47d ago
Bio: We love helping clients understand their business and grow value. We do this through a combined approach of virtual CFO services.
James Cady
Red Bank, NJ • ISTJ
• Active 10h ago
Bio: Independent Financial Advisor assisting High Net Families/Individuals, Corporate Executives and Business Owners develop effective wealth strategies.
Philip Whitman
• Active 12d ago
Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
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Deborah Pfeifer
@deborah-pfeifer-6299
I help small businesses achieve their financial goals by connecting them with capital solutions, partnering from initial consultation to funding.

Active 259d ago
Joined Sep 27, 2023
New York
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