Fusion Wealth Advisors
Fusion Wealth Advisors specializes in comprehensive financial planning and wealth management, serving individuals and families across generations. Our thorough, client-centered approach prioritizes long-term relationships and personalized strategies over transactional interactions. The Fusion team truly cares, and we’re committed to client education, empowerment, and exceptional service. Our goal is to be your lifelong financial partner. Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
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Verified contacts
2
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- MW
Melanie Whitehead
Financial Planner · Finance & Accounting
EmailPhone - PC
Phillip Cordano
Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Fusion Wealth Advisors
2 distinct titles indexed · top 2 shown.
- 1financial advisor
- 1financial planner
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