Ferguson Wellman Capital Management

Tax & Investment Advisory Services

Tax & Investment Advisory Services is a financial planning business providing assistance to young professionals and families in Annapolis and the surrounding area since 1996. Our mission is to help our clients plan for their future, by helping them budget, preparing for retirement, providing employee benefits and insurance planning, investment planning and money management, education planning, and estate and tax planning. We strive to give our clients peace of mind with year-in and year-out support, enabling them to make the most of their financial opportunities. Our experienced team is dedicated to providing the best quality service and tailored advice to ensure that our clients are able to make informed decisions about their finances.

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.

Ferguson Wellman Capital Management

Ferguson Wellman Capital Management has been providing private investment advisory services since 1975. Our mission is to serve the financial needs of families, individuals, corporate and union retirement plans and nonprofit organizations. We strive to provide our clients with the best tailored portfolio management solutions, wealth management advice, institutional services, and financial planning. To become a client, there is a minimum portfolio amount of $3 million for Ferguson Wellman and $750,000 for West Bearing. We have a team of specialists in each area to ensure that all of our clients receive the best service possible. 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.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.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.

EagleBank

EagleBank is an established and respected community business bank, with 18 branches located throughout Maryland, Northern Virginia, and Washington D.C. We are committed to providing exemplary customer service and customized financial solutions to our local business customers. Our comprehensive range of products and services includes business loans and lines of credit, commercial mortgages and construction financing, small business lending, treasury management services, residential real estate lending, personal deposits and loans, online and mobile banking, Eagle Insurance Services, investment advisory services, and non-profit banking. We strive to be the go-to source for all of our customers' financial needs. With our experienced team of banking professionals, we are dedicated to delivering individualized and informed customer care. 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.

FORUM Private Client Group

FORUM Private Client Group is an SEC registered investment advisor that provides personalized financial planning and investment advisory services to individuals. Our goal is to create a plan tailored to each client's unique needs, and our advice is independent and objective. As such, all of our services are offered on a fee-only basis, without any commissions or incentives from the sale of investment products. Our team of experienced professionals strives to ensure our clients' best interests are always at the forefront of our services.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.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.