The Best Financial Planner – I am immensely grateful to have been named in the Investopedia 100 this year and to be right behind Michael Kitces, on the same top billing as Ron Carson, Sophia Bera, and so many other fine practitioners I admire and learn from. This is really a thrill.
Yesterday we had a married couple visit our New York office. I have been working with them for over a dozen years now, starting when I was a retail broker and continuing to this day as an investment advisor representative. But I’m no longer their direct advisor at this point as they work hand in hand with one of the certified financial planners at Ritholtz Wealth – dealing with the things that really matter: can they spend the money they’ve accumulated when she can and must. they withdraw money, what happens to their plan if they choose to do this or that thing, etc. This is the real work that financial advisors do for their clients every day.
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So the real point I want to make is that I started working with them at a time when the questions were, “what should we buy, what should we sell? What mutual funds look good today? Is it time to start a gain?” Is it time to add more?” My answers have always been marketing answers or investment answers. This is how it was done. Now, these answers come from the planning work – work that the very careful and qualified customer facing advisors in my company do every day I’m not that handy in this world, and I like to tell our clients that as I introduce them to the people who are, and it’s a very satisfying feeling to be able to do that with complete honesty and humility.
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That’s why I want to share this honor with all the financial advisory professionals in my office who do this important work for thousands of families day in and day out. Without their dedication and expertise, I could never have been on such a list.
And if you’re wondering if you’re getting the right advice about your portfolio or financial plan, we’ve got your back. Get in touch and learn about the possibilities when consulting, planning and asset management are brought together in a holistic program tailored to you.
Each month you will receive 3-4 book recommendations — handpicked from over 1000 books. You will also immediately receive a comprehensive syllabus (books, papers, articles, videos) in PDF format. Are you looking for professionals who can help you with financial planning to secure your future? Check out the best financial advisors in Singapore to help you with your financial planning today!
A financial advisor is someone who supports you in making wise financial decisions. A person’s financial status is crucial, especially as he or she ages.
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What qualifications should a financial advisor have? Before you give your financial advisor a chance to advise you on your financial condition, make sure he or she is qualified and experienced.
There are many financial advisors in Singapore. Below are some of the best you can find to help you with your financial planning.
There are many financial advisors in Singapore who provide good financial advice to prepare you for your future. Here is a list of the best financial advisors in Singapore so you can get the best financial advice and have the best financial planning!
Whatever the financial goals, be it a future education, retirement or a new home, we can help you achieve your goal. We try to add value for our customers by providing a blueprint for their financial security. Our comprehensive approach and regular assessments help us build long-lasting relationships as we work together to achieve their goals.
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Global Financial Consultants is an expert in financial services and solutions. They help clients achieve their financial goals with tailor-made financial solutions.
They offer a variety of investment, retirement and education alternatives. The best way to keep your income safe is to have an inclusive insurance plan.
With all-inclusive insurance products, they can help keep your income safe. As a foreigner you are welcome to consult them as they are specialists in creating tax efficient strategies.
“Ian has been very helpful over the past 6 months in guiding me through the process and building a relationship of trust. Based on his trust and attention to detail I look forward to seeing my portfolio grow with his guidance and insight. Thank you Ian “
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We are proud to be a pay-only asset manager because we want to take a strong stand for honest, independent and competent advice. On a fee basis, this means that all our clients pay us a fee for the management of their assets.
You can manage all your finances, investments and insurance with Providend. They offer solutions for everything, including life insurance, wealth management and asset management.
One of their main service specialties is estate planning. They provide your beneficiaries with complete confidence and ensure that the years of your hard work are not wasted.
“I would highly recommend Providend’s services to anyone who needs help with long-term financial planning, and those who want to integrate their financial planning into their broader life goals.”
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Given the plethora of financial advisors in Singapore and the prevalence of unethical FAs, Singapore Financial Planners educates clients on the need for proper financial planning. You can get in touch with a financial advisor in their network thanks to one of the few services on the market that offers this matching service completely free of charge.
They are a system that allows you to communicate with independent financial advisors who have been selected after a thorough application process. These professionals work together to develop a specific financial strategy for you that meets your unique needs.
“The Dollar Bureau’s financial advisors are some of the best I’ve come across in recent years. Having tried a number of firms to advise on the best retirement package for my elderly parents, I’m pleased to report that the Dollar Bureau has reached salvation has come.”
As the path to achieving financial literacy can be daunting, we believe in helping Singaporeans acquire relevant financial planning knowledge through quizzes, games and providing in-app credit incentives that can be used to help cover them. PolicyPal Tech Pte. Ltd. also built a policy management platform that allows users to easily keep track of all their insurance policies in one app.
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With PolicyPal you can create a life plan that is tailored to your needs and financial situation. Whether you’ve already made your own plan or need help, PolicyPal can help you develop a customized life plan that gives you the best value for your money and protects you from financial disaster.
Medical expenses, permanent or partial disability, temporary disability and death benefits are covered by personal accident insurance. Your home, car, or other personal property may not always be covered by your homeowners, auto, or other personal insurance policy, so it’s important that you know how to protect yourself if an accident happens.
You can decide for yourself whether you take out insurance for your family or for yourself. Plus, they offer cashback, paying you 5% in P$ credits on every policy you buy for auto, travel, or pet insurance.
At IPP, we specialize in developing rich strategies and implementing effective solutions for our clients. Through a range of financial and investment services, we help eligible private wealth clients (Accredited Investors) preserve their wealth and leave a legacy for their children and grandchildren and future generations.
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Widely respected for its decades of service to expats in Singapore, Expat Advisory Group is one of the leading financial advisors in the country. They can help you get a better grip on your personal finances, no matter where you live or what your financial situation is.
They provide individualized and comprehensive financial services, including tax efficiency, multi-currency management, retirement planning, college planning, and many others.
To protect your family’s future security, they also offer wills, trusts, estate planning, life insurance, and health insurance.
Synergy is a financial advisory firm known for being proactive, progressive and reliable. We strive to be the new standard in financial leadership and create significant value for our clients.
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Financial consultancy Synergy focuses on providing customized solutions for each individual and corporate client. With their individualized solutions, they can help you manage your mutual funds, along with your disability and health insurance.
They also protect your company’s operations by providing qualified security. Comprehensive insurance management as well as purchase and sale financing are covered by this service.
Since 1908, we’ve been committed to protecting you from life’s uncertainties and helping you thrive with financial freedom. With our innovative products and solutions, you can focus on what matters and achieve your goals with peace of mind.
For over 100 years, Great Eastern Life has helped many people achieve stable and healthy wealth. They provide complete solutions to help you secure your future
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