Financial advisors for Charitable Giving
Browse financial advisors connected to charitable giving. Compare verified profiles, review counts, ratings, and service details.
85 vetted financial advisors. 73 verified reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
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- Matt-Magee, CFP® — 1 review
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- Jake Skelhorn
- James White, Jr
- Jane Mepham CFP®
- Kevin Apolinar
- Kyle Kuyat
- Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®
- Marcos Murillo
- Mark Cecchini, CFP® - Quadrant Capital
- Meriwether Wealth & Planning
- Moment Private Wealth
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- Purpose Financial Planning
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- Taylor Nissi
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- Titan
- Tom O'Neill
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What clients are saying
"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike, 0.0 stars, for Thomas-Kopelman"My financial advisor is @Lawrence_Sprung with @MitlinFinancial. He is based out of Long Island, NY. I do most of my work with his office over the phon…"
— Wendy, 0.0 stars, for Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®"Scott DeSantis from @CivicFinancial is undoubtedly a vetted in the business. He excels in tax strategy, financial planning, insurance, and portfolio m…"
— Paolo, 0.0 stars, for Civic Financial