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@thephiladelphiagroup.com
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Brenton Stransky is listed as I work with successful families to manage wealth at Independence Square Advisors, a company with 36 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at thephiladelphiagroup.com and a matched LinkedIn profile for Brenton Stransky.
Brenton Stransky previously worked as Wealth Manager at Independence Square Advisors and Wealth Advisor at Independence Square Advisors. Brenton Stransky holds Master Of Business Administration (Mba), Finance And Economics from Nyu Stern School Of Business.
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AeroLeads found 2 current-domain work email signals for Brenton Stransky. Compare company email patterns before reaching out.
⌚️ Time for a Change?I work with successful families to help them utilize fresh tools and strategies to:1. make sure they maximize pro-active tax strategies2. help preserve and grow their assets3. drive income from existing assetsMy clients come to me when they:☑️ Have outgrown their current advisor☑️ Are selling a business ☑️ Want for RSU/ISO strategies☑️ Need income from assets to fund lifestyleThe landscape has changed. My clients are:❌ worrying about their investments losing value❌ navigating complex tax rules for affluent earners❌ wondering what the economy has in store for 2023The process is simple and effective:1. We complete a comprehensive financial plan (this is free)2. We analyze your investment portfolio and risk profile and overlay alternative strategies3. You implement proactive tax strategies 4. You gain confidence you're on the right trackYou’re highly successful and you should work with a highly trained advisor. Send me a message on LinkedIn or schedule a quick 15 introductory call to see if I can help.
Listed skills include Finance, Insurance, Financial Analysis, Portfolio Management, and 7 others.
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Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independence Square Advisors, a registered investment advisor. Independence Square Advisors and The Philadelphia Group are separate entities from LPL Financial.The financial.
Greater Philadelphia Area
The Philadelphia Group is an independent wealth management consulting firm with a key founding principle: to be completely independent from any proprietary relationships. This allows us to provide each client professional advice. Recognizing the importance of independence and the value that significant back office support can provide to financial services.
*Securities, insurance products and advisory services are offered through Cetera Investment Services LLC, member FINRA/SIPC. National Penn Investment Services is a marketing name for Cetera Investment Services which is offering securities at National Penn Bank (NPB) and its affiliates. Cetera Investment Services is not affiliated with NPB and NPB is not a.
Other employees you can reach at indsquare.com. View company contacts for 36 employees →
Laura Brown
Colleague at Independence Square Advisors
Philadelphia, Pennsylvania, United States, United States
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KB
Kaleb Burns
Colleague at Independence Square Advisors
King Of Prussia, Pennsylvania, United States, United States
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DM
Daniel Morse, Cfp® Aif®
Colleague at Independence Square Advisors
Cherry Hill, New Jersey, United States, United States
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BD
Brian D. Platt, Cfp®
Colleague at Independence Square Advisors
Greater Philadelphia, United States
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DD
David Davidcooper
Colleague at Independence Square Advisors
Philadelphia, Pennsylvania, United States, United States
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MA
Monica Anne Pedano
Colleague at Independence Square Advisors
Greater Philadelphia, United States
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TD
Tim D'Orazio
Colleague at Independence Square Advisors
Warrington, Pennsylvania, United States, United States
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TD
Tim D'Orazio
Colleague at Independence Square Advisors
Wayne, Pennsylvania, United States, United States
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DW
Dana Wiemer
Colleague at Independence Square Advisors
Drexel Hill, Pennsylvania, United States, United States
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AO
Andrew O'Malley, Cfp®
Colleague at Independence Square Advisors
Philadelphia, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
Brenton Stransky works for Independence Square Advisors.
Brenton Stransky is listed as I work with successful families to manage wealth at Independence Square Advisors.
AeroLeads has found 2 work email signals at @thephiladelphiagroup.com for Brenton Stransky at Independence Square Advisors.
Brenton Stransky is based in Carlsbad, California, United States while working with Independence Square Advisors.
Brenton Stransky has worked for Independence Square Advisors, The Philadelphia Group, Lpl Financial, and National Penn Investment Services.
Brenton Stransky's colleagues at Independence Square Advisors include Laura Brown, Kaleb Burns, Daniel Morse, Cfp® Aif®, Brian D. Platt, Cfp®, and David Davidcooper.
You can use AeroLeads to view verified contact signals for Brenton Stransky at Independence Square Advisors, including work email, phone, and LinkedIn data when available.
Brenton Stransky holds Master Of Business Administration (Mba), Finance And Economics from Nyu Stern School Of Business.
Brenton Stransky is listed with skills including Finance, Insurance, Financial Analysis, Portfolio Management, Financial Modeling, Mutual Funds, Marketing, and Risk Management.
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