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Top Leaders with Financial Planning

MARC LEVIN

MARC LEVIN

LeadsGroup.com Fanatics

I'm a Financial Advisor at Morgan Stanley a top Wealth Management firm along with my team of 3 Vice Presidents. My team and I focus on providing wealth management and retention through tax...

Guary Connelly

Guary Connelly

Nelpryson Insurance Group

Providing financial solutions for our clients' current issues to help them obtain future financial security. We offer life insurance, disability income, and long-term care insurance through the...

  • Category: Insurance Broker
  • Last Seen: 5 years ago
  • Location: Winston-Salem, NC, USA 
Kevin Callahan

Kevin Callahan

AXA Advisors

I help individuals and small business grow and protect their assets by providing customized financial plans.

Mandy Carver

Mandy Carver

Primerica Financial Services

Helping people build a plan to get out of debt, save money for retirement, and financially protect their family in case of unexpected events

Phil Royal

Phil Royal

Master Plan Wealth Management, LLC

Independent fee-only wealth management services. Specialize working with individuals and small business owners to develop and implement their master plan to successfully build, protect, and...