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High Net Worth Financial Sites

 
 

1st Life Financial - 1stlifesettlements.com

Life settlement advisors goal is to assure senior policy owners and financial advisors have received the highest possible life settlement offer the industry will allow. Located in Florida

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Advanced Life Settlements, LLC - advancedlifesettlements.com

Licenced brokerage offers life settlement services to estate and financial planners, attorneys, and agents. Domiciled in Florida; services most states. [site not useable with all browsers

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Alexander Badr Group - badrcapital.com

Provides investment management and related services to corporate clients, and private investors

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Bailard, Biehl & Kaiser - bailard.com

Specializing in multi-asset portfolio management, real estate and alternative investments for high net worth individuals and institutions

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Family Office Exchange - familyoffice.com

Advises both family members and the professionals responsible for managing their wealth

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Fiedler Financial - fiedlerfinancial.com

Licensed brokerage for viatical settlements. Site includes information about life insurance options, types of viatical companies, regulations, and resources. Domiciled in California

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Flippin, Bruce and Porter, Inc. - fbpinc.com

Offers equity and balanced portfolio investment money management for institutional and individual investors through separate accounts, mutual funds and sub-advisory programs

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