Edward Jones - Financial Advisor: Eric Radinsky

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Fields Financial Planning

At Fields Financial Planning, our mission is to provide comprehensive financial and retirement planning services to families and individuals in the Columbus, Ohio area. We help our clients understand their overall financial picture, set goals for the present and future, and recognize the interconnectedness of all aspects of a financial plan. Our experienced team is trained to help clients maximize their Social Security benefits, plan income distributions, analyze portfolios objectively, and prepare for their legacy. We are also knowledgeable in life insurance and long-term care options. As independent advisors, we have access to a variety of strategies and products to meet our customers' needs. Contact us today to find out how we can help you achieve your financial goals.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.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.

Sorge CPA & Business Advisors - Waukesha

Sorge CPA & Business Advisors - Waukesha offers a range of services, including audits, reviews, compilations, and preparations; business advisory services; individual and corporate services; accounting and payroll services; and financial and retirement planning.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Aspen Wealth Planners LLC

Portfolio analysis is a key component of financial planning. It involves reviewing an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific goals and circumstances. As part of this process, tax planning and preparation should be considered to ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another important element of portfolio analysis, with the aim of ensuring that adequate coverage is in place for both present and future needs. Goal setting is an essential aspect of any comprehensive financial plan. Financial planners should work with clients to identify their long-term objectives, map out realistic steps to achieve those goals, and track progress against these benchmarks. Cash management and budgeting are two further facets of financial planning which provide guidance on how to save and manage funds on a daily, monthly and yearly basis in order to achieve financial success. Retirement planning is also a fundamental component of any financial planning strategy. It involves assessing current resources and determining appropriate strategies to ensure sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas that should be included in a comprehensive financial plan. Both of these strategies can help to maximize the benefits of financial resources for both the recipient and their loved ones.

Charles Schwab

Charles Schwab began a stock brokerage company with a core mission to provide a better way to manage wealth. For over 40 years, they have been dedicated to helping their clients achieve financial success through personalized financial advising, retirement planning, and expert investment research. They also offer complimentary workshops on topics from investing basics to more advanced trading strategies. Schwab provides a range of services, from wealth management to brokerage products. Their team of advisors are committed to providing customers with the best experience possible and offering them tools, advice, and guidance to help them make the most informed decisions about their financial future.

Louis Tommasino CPA & Associates

Louis Tommasino CPA & Associates is a full-service accounting firm with a focus on providing quality services to small businesses and clients in the entertainment industry. Led by Louis Tommasino, the firm's mission is to provide long-term solutions that ensure financial security and soundness for each client. Louis has an extensive background in public accounting, government controllership, and private CPA practice. The firm offers a variety of services, including business management, accounting, estate and trust planning, tax preparation, trustee services, business consulting, tax management, planning and management advisory, entertainment services, reviews and compilations, financial and retirement planning, IRS representation, entity selection and restructuring, pension and profit-sharing plans, business valuation, assurance and advisory services, litigation support and forensic accounting, bookkeeping/write-up, QuickBooks accounting assistance, cash flow and budgeting analysis, mergers and acquisitions, and IT services. Louis Tommasino CPA & Associates strives to provide professional, reliable, and comprehensive accounting services to their clients. They are committed to helping their clients maximize their financial security and success.

LifeStyle Tax & Accounting Services

At LifeStyle Tax & Accounting Services, we provide a wide range of services for individuals and small businesses, including tax preparation, accounting, payroll, trust accounting, non-profit organization tax/information preparation, QuickBooks training and consulting. We offer expert service at an affordable price, with special discounts for elderly clients and veterans, as well as child returns when completed with a parent's return. Our team consists of one active Certified Public Accountant with over 30 years of tax preparation experience and one additional tax professional with the same amount of experience. In addition, we partner with LifeStyle Financial & Tax Advisors to provide financial and retirement planning.We serve the greater Minneapolis and Saint Paul area, including Maple Grove, Plymouth, Rogers, Saint Michael, Albertville, Hanover, Otsego, Monticello, Champlin, Andover, Osseo Brooklyn Center, and Brooklyn Park.

Charles Schwab

Charles Schwab established a brokerage firm with the goal of providing a more modern approach to wealth management. They have been serving clients for over 40 years and have developed products and services that put their clients' needs first. They offer personalized financial advising, retirement planning and investment research as well as workshops covering a range of topics from investing basics to complex trading strategies. They strive to create an environment where their clients can make informed decisions about their finances and investments. The team at Charles Schwab is committed to helping their clients achieve their financial goals. They provide a wide range of services including online investing, portfolio management, and more. Their team of experienced professionals are here to help clients navigate the ever-changing markets and develop a plan that works best for them. In addition, they offer complimentary workshops to educate their clients on various aspects of investing.

Charles Schwab

Charles Schwab started a stock brokerage company with a mission to build a more contemporary approach to wealth management, guided by a set of core values and beliefs. For the past 40+ years, Charles Schwab has been dedicated to serving clients and creating innovative products that put their needs first. They offer a wide range of services such as personalized financial advising, retirement planning, investment research, and complimentary workshops. Their goal is to help clients make informed decisions and grow their wealth. The team at Charles Schwab are experts in the field of wealth management and strive to provide the best experience for their clients. They are committed to keeping up with the latest trends in the industry and developing new products and services to suit their customers' needs. Their team is made up of professionals from all backgrounds, from financial advisors to technology specialists, who work together to create tailored solutions and deliver superior results.

Miller & Company

Miller & Company LLP, best rated Washington accountants provides a wide range of tax services to individuals and businesses in a variety of industries. At Miller & Company LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Management Services Accounting Services Assurance and Advisory Services Audits, Reviews, and Compilation Estate and Trust Planning and Tax Preparation Financial and Retirement Planning Litigation Support and Forensic Accounting IRS Representation Bookkeeping/Write-up Entity Selection and Restructuring QuickBooks Accounting Help and Assistance Computer Consulting Payroll Services Employee Benefits, Pension, and Profit-Sharing Plans Cash Flow and Budgeting Analysis Financial Projections and Forecasts Business Valuation Mergers, Acquisitions, and Sales Debt and Finance Advising International Taxation

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Insight Wealth Strategies

Insight Wealth Strategies is a financial planning firm with offices located in Houston, San Ramon, Livermore, and Point Richmond, California. We provide our clients with a wide range of services that include strategic financial and retirement planning, investment management, estate planning and business owner planning. Our goal is to always act in the best interests of our clients while helping them to reach their financial goals. We pride ourselves on having a team of highly experienced professionals who are committed to providing superior service. Our advisors have extensive knowledge and expertise in the financial industry, providing our clients with the reassurance that their investments and finances are secure.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.