Directory for financial advisors and representatives

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Showing 11 advisor(s) and rep(s)

Mac Barnes

CFP®

I love meeting new people and helping them with all their financial needs. My team and I will walk through a financial plan with you, educating you on the important steps to creating financial security. Most of my clients are in the medical field or entering retirement (55+). My team and I have the experience and knowledge to help you with whatever financial questions/needs you have.Visit my website

Expertise: Retirement Planning, Financial Planning, Estate Planning, Disability Income Planning, Life Insurance Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning

Languages: English, Spanish

Location: Little Rock AR, 72211

FINRA BrokerCheck
Raymond Bertasi

CLU®, ChFC®, CFP®

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Expertise: Financial Planning, Retirement Planning, Investment Strategies

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck
Todd Boswell

CFP®, CLU®, ChFC®, RICP®, AEP®

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Expertise: Retirement Planning, Wealth Management, Investment Strategies, Long Term Care Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Business Continuation Planning

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck
Kyle Fitzgerald

RICP®

Kyle quickly realized how important financial planning is and its impact on individuals, families, and the generations to come. After frequently hearing, "I wished I would have started this years ago," Kyle launched his own business to be able to lead individuals and families of all ages adequately. Whether you are just getting started or you are ready to retire, Kyle and his team got you covered!Visit my website

Expertise: Wealth Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck
J Hurst

CLU®

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Expertise: Financial Planning, Retirement Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Little Rock AR, 72207

FINRA BrokerCheck
Nathan Kinard

CFP®

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Expertise: Business Succession Planning, Financial Planning, Retirement Planning, Estate Planning, Employee and Executive Benefits Planning, Investment Strategies, Disability Income Planning, Life Insurance Planning

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck
Paul Kroger

B.A.

Our slogan is "We planned for that." No problem is too large or small. Our team specializes in working with busy professionals and business owners focusing on tax efficiency, reducing risk, increasing working capital, and investment strategies that work in the real world. If you lead others and want to make sure the future is solid let's connect and make sure your plan is bulletproof.Visit my website

Expertise: Disability Income Planning, Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Business Succession Planning, Estate Planning, Life Insurance Planning, Long Term Care Planning, Special Needs Planning, Business Valuation Planning

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck
Howard SmithVisit my website

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck
Robert WeddleI believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.Visit my website

Expertise: Financial Planning, Investment Strategies, Retirement Planning, Life Insurance Planning, Wealth Management, Retirement Income Planning, Business Risk Management, Employee and Executive Benefits Planning, Disability Income Planning

Languages: English

Location: Little Rock AR, 72211

FINRA BrokerCheck

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