Opal Advisors

Financial Planning For Women

Financial Planning For Women specializes in financial services for single, married, widow, and divorcee women. We focus on SMART financial strategies which are unique to women. Our team specializes on investment, taxation, social security, and retirement planning for women.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). 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.

Telos Financial

Telos Financial is a Michigan-based financial advisory firm, founded by Dennis LaVoy, CFP®, CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, Millennials, Generation Xers, young professionals, and their families. By utilizing his experience, knowledge, and expertise, LaVoy helps these clients to reach their financial goals. Telos Financial also serves clients across the country, from Ann Arbor to Detroit. Telos Financial offers a comprehensive range of services, including financial advice, wealth management, and related services. The company's mission is to provide customized solutions that are tailored to individual needs, allowing clients to make the most of their assets while minimizing risks. Additionally, the team at Telos Financial has the expertise and experience to handle any financial challenge. They strive to help their clients make sound financial decisions and achieve long-term financial success.

ACCESS Wealth Management

ACCESS Wealth Management is an independent firm of professional wealth managers that are committed to helping you craft the best financial plan for your future. Our experienced team is dedicated to providing you with personalised advice and exemplary service, so that you can trust us with any financial decisions you have to make. Whether you are looking for investment management for your children's future, or needing guidance on how to best invest a recent inheritance, our experienced advisors will work closely with you to ensure that you get the most from your money. With ACCESS Wealth Management, you can be sure that you have the right support in place to make the best financial decisions for you and your family.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.

Grigg Financial Group

Grigg Financial Group is a trusted financial planning and wealth management firm headquartered in San Diego, California. Their mission is to help clients manage their wealth through 9 areas of financial planning, such as tax planning, retirement planning, and cash flow-debt management. They specialize in providing financial services to physicians and healthcare professionals but also prepare returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team have developed a strong reputation for educating clients about maximizing their wealth and business operations in order to reach their financial goals. With years of experience in the field, the team at Grigg Financial Group aims to provide quality guidance and advice on all aspects of money management.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

Navigoe Wealth Management

Navigoe Wealth Management is a fee-only fiduciary, financial planning and wealth management firm serving clients in the greater Los Angeles area including Manhattan Beach, Hermosa Beach, Redondo Beach, Torrance and Palos Verdes. Our Certified Financial Planners™ provide comprehensive solutions to investment management, tax planning, estate planning and retirement cash flow generation. At Navigoe Wealth Management, we offer a suite of retirement plan services designed specifically for small to mid-sized businesses. Our 401(k) plans combine the best of time-tested employee retirement plans with the latest advancements in technology and investment management. Our concierge services ensure an unparalleled client experience.

Capital Partners Wealth Management

At Capital Partners Wealth Management, we are dedicated to providing the highest quality holistic financial planning and wealth management services. Our independence allows us to craft the most tailored solutions for each of our clients, free from the expensive fees and commissions associated with Wall Street. We are proud to offer a free consultation to determine whether our services are right for you. Our team of professionals specializes in life/disability/long term care insurance planning, providing an unparalleled level of personalized service. With years of experience in the field, we are able to deliver optimal solutions that ensure your financial security and peace of mind.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals who are retired or retiring within the next 5-10 years, with a nest egg of at least 350K, tackle their fears and worries about running out of money, stock market volatility, or increasing taxes. We do this by providing objective and mathematical solutions so that they can achieve the retirement of their dreams. Our team is comprised of experienced professionals who understand the retirement landscape and have the tools needed to craft a secure financial plan for our clients. We provide personalized services tailored to each individual's needs and goals, allowing them to enjoy a comfortable retirement without worrying about their finances. Through our expertise and understanding of the current economic environment, we are able to provide sound solutions that can give our clients peace of mind.

Carroll Financial Associates

Carroll Financial Associates is a leading independent financial planning and wealth management firm based in the Charlotte region. Our team of experienced advisors provide tailored financial advice and planning solutions tailored to meet our clients' individual needs. We have been providing quality financial services for many years, and we strive to be the premier choice for clients looking for reliable and trustworthy guidance. 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.

Legacy Wealth Management Group of Las Vegas

Legacy Wealth Management Group of Las Vegas is a comprehensive financial planning and wealth management business. Our strategies are based on rigorous research from Nobel prize-winning academics and scientists. We have a personal approach to tailoring investment and insurance solutions to the individual needs of our clients. We strive to get to know each of our customers and understand their saving habits, experiences and philosophies, so that we can best advise them and ensure their investments are in their best interests. Our team of experienced professionals are here to assist families, professionals and business owners in building and protecting their wealth.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.

Fortress Financial Strategies

We specialize in Integrated Comprehensive Wealth Management.  Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.   We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses.  While most of our client's are located in Arizona we do work with a select group of client's across the United States.   Contact us today for a one hour no obligation review and find out how we can help you.