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MAXELEADVISORS.COM

Welcome to Maxele Advisors

Fee only financial planning and wealth management.

http://www.maxeleadvisors.com/

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Fee only financial planning and wealth management.
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Welcome to Maxele Advisors | maxeleadvisors.com Reviews

https://maxeleadvisors.com

Fee only financial planning and wealth management.

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maxeleadvisors.com maxeleadvisors.com
1

Promising Undivided Loyalty to their Clients- The Suit Magazine

https://www.maxeleadvisors.com/19-maxele-in-the-media/36-promising-undivided-loyalty-to-the-clients

What Is A Fiduciary? Steve Erken CFP Principal. Retirement Income and Distribution. Please click the link below. Maxele Advisors featured in The Suit Magazine. BREXIT: This Is A "Shock Event" - Keep Perspective - Stay The Course. Why The Vote To Leave And What It Means For You? 2016: Going Forward From Here. Keeping Perspective on Investing. 2016 Greetings and Happy New Year. 07/18/14 - Investment Outlook for 2nd Half of 2014. 11/26/13 - Market Bubble or Peak of Irrational Pessimism? Maxele In The Media.

2

07/18/14 - Investment Outlook for 2nd Half of 2014

https://www.maxeleadvisors.com/15-blog/41-investment-outlook-for-2nd-half-of-2014

What Is A Fiduciary? Steve Erken CFP Principal. Retirement Income and Distribution. Investment Outlook for 2nd Half of 2014:. INVESTMENT MARKETS RECEIVE SUPPORT BUT MAY LIKELY BE CHALLENGED BY HEADWINDS. What happened the first half of the year? Profits for the 1st quarter of 2014 were actually better than expected, despite the country’s deep freeze. The blizzard conditions shut down the transportation of goods and services. Healthcare spending was lower than expected and inventories were drawn down.

3

Do Clients Perceive A Difference In Financial Advisors?

https://www.maxeleadvisors.com/20-maxele-resources/40-rand

What Is A Fiduciary? Steve Erken CFP Principal. Retirement Income and Distribution. Do clients perceive a difference in financial advisors? No In general, clients do not perceive a difference, but they should. The SEC sanctioned a 2008 RAND study entitled "Investor and Industry Perspectives on Investment Advisers and Broker-Dealers". This study investigated clients' perceived differences between a Fiduciary versus a non-fiduciary advisor role. The study findings were clear: Clients do not. Maxele Advisor...

4

Advisor-Client Ratio

https://www.maxeleadvisors.com/about-us/advisor-client-ratio

What Is A Fiduciary? Steve Erken CFP Principal. Retirement Income and Distribution. At Maxele, our goal is to provide our clients with an advisory experience that requires a higher standard of care and ongoing responsibility on the part of the Advisor. As we grow from valued client referrals, our practice model - investment in technology and growing advisor network - will enable Maxele to continue providing the highest quality Advisor-Client experience. 2016: Going Forward From Here. Maxele In The Media.

5

Our Mission

https://www.maxeleadvisors.com/about-us/our-mission

What Is A Fiduciary? Steve Erken CFP Principal. Retirement Income and Distribution. Maxele's mission is to provide clients with objective financial planning, superior services, and customized wealth management.all with. BREXIT: This Is A "Shock Event" - Keep Perspective - Stay The Course. Why The Vote To Leave And What It Means For You? 2016: Going Forward From Here. Keeping Perspective on Investing. 2016 Greetings and Happy New Year. 07/18/14 - Investment Outlook for 2nd Half of 2014. Maxele In The Media.

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Welcome to Maxele Advisors

What Is A Fiduciary. Steve Erken CFP , Principal. Retirement Income and Distribution. FEE ONLY - Financial Planning and Wealth Management. What Is A Fiduciary. Steve Erken CFP , Principal. Retirement Income and Distribution. Maxele Advisors, LLC is an independently and locally owned Fee Only Registered Investment Advisor (RIA) providing customized wealth management and personal financial planning services. We deliver this to our clients with. We utilize a personalized. With the objective of obtaining and...

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