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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
July 01, 2007 at 04:00 AM
Topkis Financial Advisors
910 Foulk Road, Suite 100
Wilmington, Delaware 19803
Phone: 302-654-4444
Web site: www.topkisfinancial.com
Year practice started: 1994
AUM: $50 million
Number of advisors in firm: two
Number of clients: 100
Compensation: fee-based
Client Minimum: none
Affiliations: Registered rep of Cambridge Investment Research, Inc.
Previous incarnations: Insurance agent, Provident Mutual; partner–Daniels, Daniels, Topkis & McDermott and Topkis & McDermott LLP; president–Topkis Associates, Topkis Financial Group, and Wilmington Financial Group
Education: B.A. University of Delaware
Professional designations: Chartered Financial Consultant; Accredited Estate Planner; Chartered Life Underwriter
Professional memberships: Financial Planning Association; American Society of Financial Services Professionals; the Wilmington Tax Group; the Estate Planning Council of Delaware.
Community activities: Del-Mar-Va Council of Boy Scouts; Delaware State Chamber of Commerce, Executive Committee & Board of Directors; Small Business Alliance; Delaware Business Roundtable.
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