91
90
Growth Score 91 in past quarter
5 pts
Heat Score 90 in past quarter
90 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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4379092
Fraser Allport provides fiduciary financial, retirement, tax, estate, Medicare, and Social Security planning services.
About the Company
Fraser Allport – The Total Advisor, LLC provides fiduciary-based financial planning and investment guidance for individuals, families, and business owners. The firm focuses on retirement income planning, 401(k) rollovers, Roth IRA conversions, annuities, and long-term care strategies. It offers estate planning support with wills, trusts, powers of
attorney, and healthcare directives. Services also include Social Security and Medicare planning, tax-focused strategies, and education for public-sector employees and corporate groups. The organization emphasizes integrated planning across income, taxes, healthcare, and legacy needs.