Exciting news!!! We recently learned that Austin was named a Top 100 Financial Advisor and Nold Bryant was named a Top 50 RIA Firm for 2024 by etf.com. We're incredibly excited about these honors as they show the trust our clients have placed in us out of the more than 15,000 RIA firms and 300,000 financial advisors nationwide. Check out the full list here: https://lnkd.in/eQb_rQ2q Disclosure: All brokers and RIA firms have been verified through FINRA/SEC. The etf.com Leaders list is meant to be a starting point for all potential clients searching for an advisor that utilizes ETFs in portfolios. We encourage all clients looking for an advisory firm or advisor to vet their credentials and interview multiple professionals to get a full sense of their approach to investing, financial planning, and more. While advisors and firms have been checked clients should double check any and all metrics for any advisor they consider as they were self-reported. No fee or compensation was provided or required for consideration or inclusion on this list. All individuals or entities listed were selected based solely on merit, publicly available information, and/or information provided directly by applicants.
Nold Bryant Planning & Investments
金融服务
St Joseph，Missouri 98 位关注者
Compassion. Planning. Customization.
关于我们
Nold Bryant specializes in helping individuals like you prepare for retirement by providing long-term financial guidance and support. We believe in financial planning. It is the foundation for everything we do because only through that lens can we design and implement a strategic vision for long-term success. Above all else, at Nold Bryant we are focused on planning, integrity and your best Interests. In the journey of life, we are here to keep you, your family and your community on the right path. Services include: - Retirement Distribution Strategies - Wealth Accumulation Strategies - Financial Planning, Fee Only Planning - Family Income Protection Strategies - Education Funding, Special Needs Planning - Tax Reduction Strategies - Portfolio and Investment Analysis - Wealth Management and Transfer - Charitable Gifting Strategies - Estate, Legacy and Beneficiary Planning - Life, Disability and Long-Term Care Insurance - Business Owner Planning - Benefit and Compensation Plans - Retirement Plans, 401(k), SEP, SIMPLE Plans - Continuity and Succession Planning Investment advice offered through Integrated Partners, doing business Nold Bryant Planning & Investments.
- 网站
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https://noldbryant.com/
Nold Bryant Planning & Investments的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- St Joseph，Missouri
- 类型
- 私人持股
- 创立
- 2022
地点
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主要
获取路线
3101 Frederick Ave
US，Missouri，St Joseph，64506
Nold Bryant Planning & Investments员工
动态
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Join us for a webinar with Austin, discussing year-end ways to optimize your tax return!
Save the date! Join us on November 13 for an exclusive webinar.
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This past weekend, Hunter and his family welcomed all of us from Nold Bryant and our families to his home for our annual holiday party! We chose to hold the celebration before the actual holidays, and it turned out great. The weather was perfect, Hunter prepared some delicious smoked meats, and as you can see, there were plenty of blue cupcakes to go around, along with s'mores and outdoor activities. We're fortunate to have such an amazing group and to genuinely enjoy each other's company!
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Interested in Christian's take on what's happening right now in the markets? Check out his Q4 Market Commentary!
Christian's Q4 Market Commentary
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With a Little Tax-Loss Harvesting and the Right Know-How, You Can Maximize Your Tax Refund in 2024!
Maximize Your Tax Refund in 2024
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If the economy was a Dickens novel, it would definitely be?A Tale of Two Cities.?
A Tale of Two Economies: Slumber and Surge
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So the Fed cut interest rates last week - what does it mean for you?
This is 50: What the Interest Rate Move Means
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