Anise Financial Resources

Cornerstone Financial Partners

As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.

Creative Financial Partners

Creative Financial Partners was established to assist our customers in all areas of their finances. We pride ourselves on offering a highly personalized service and have gained recognition for the excellence we provide. Our mission is to help our clients achieve financial stability and independence through comprehensive financial planning, investments, banking and retirement planning. Our team of experienced professionals are dedicated to helping our clients reach their goals. We strive to provide the best possible services and offer a wide range of options. We also work with Securities Service Network, Inc, a registered broker/dealer, which is a member of FINRA & SIPC.

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Swift Financial Partners

Swift Financial Partners is a management consulting firm that specializes in income tax preparation for small and mid-sized businesses. We offer personalised services and use technological advances as well as marketing strategies to help our clients build and sustain their businesses. Our team of experienced professionals have extensive knowledge of the industry, allowing us to develop tailored plans that are designed to meet the specific requirements of every client. We also provide ongoing support to ensure our clients stay competitive and diversified in the market. With a current portfolio of 150 companies nationwide, Swift Financial Partners is dedicated to helping businesses succeed.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

AdvisorNet Financial Partners

Free no hard sell, no BS consultation! Here at AdvisorNet Financial Partners, we offer local, quality experts on tax, estate and financial advice in a welcoming environment. Our goal is to have 100% customer satisfaction, which is why we use a team approach to when advising our clients. The key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by the ever-evolving world. As we look forward, our team expects a return of routine for some key areas, but by a path, that may catch some investors unprepared. Investors will need a solid plan to navigate the changing landscape as they adjust to changes like the Federal Reserve (Fed) rate hikes, a maturing economic cycle, and the approaching elections. This is where we can help!   "You have goals, and we have a plan for that!"  Call us today and schedule a complimentary financial review and enjoy a free cup of coffee and homemade cookies.

Financial Partners Credit Union

For eight decades, Financial Partners Credit Union has been focused on offering superior banking solutions to people living in Southern California. Our goal is to help our Members manage their finances from the beginning of their lives until they retire. To join our family, please visit FPCU.org. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Vine Financial Partners

Vine Financial Partners provide a variety of services to entrepreneurs and small business owners, such as bookkeeping, CFO-level advising, business consulting, and tax preparation. We strive to help our clients grow by offering guidance and assistance to improve their accounting processes and overall success. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Gables Financial Partners

Gables Financial Partners is committed to helping people make the best decisions when it comes to investing and retirement planning. Our registered investment advisor representative, Luis, has consistently demonstrated an ability to safeguard and grow the assets of our clients even during times of major life transitions such as retirement, divorce or the death of a spouse. We focus on our clients’ needs and goals first and foremost. As a privately-run and independent firm, we avoid conflicts of interest that can arise in larger corporate financial institutions. Our mission is to give our customers financial security, peace of mind and greater independence.