MFM Excel Creationz

Affinity Insurance and Financial LLC: Allstate Insurance Personal Risk Management, Retirement Protection

Having grown up in Sapulpa, I'm familiar with all of Creek County. I've been serving my neighbors and meeting new residents since opening my doors in 2006. When you come into my agency, you'll find a kind, educated and efficient team. Each member is dedicated to helping customers choose coverage that suits their needs and helps protect what matters most. We help with traditional insurance products as well as Personal Risk Management, Retirement Protection, Business insurance and more. Stop by my agency, located one block west of South Hickory Street on West Taft Avenue, or give us a call today.

Mangan Wealth Management

At Mangan Wealth Management, our mission is to provide our clients with personalized financial management solutions that bring them peace of mind. Our experienced team offers a comprehensive package of services designed to meet the individual needs of our clients, including Wealth Management, Investment Management, Tax Planning and Compliance. We strive to stay up-to-date on market conditions and legislation, so we can identify opportunities to maximize returns and minimize taxes. All assets are securely held in the client’s name with a custodian. We work closely with each client to better understand their situation and make sure their financial goals are met. 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.

Dr Quick Books

As Dr QuickBooks & Quicken, an accountant and computer software trainer, I drive a Prius to make house calls in the Greater Seattle area. I help small businesses and individuals manage their finances using accounting, bookkeeping, and personal financial management software, making tax preparation easier. I'm an Advanced Certified QuickBooks ProAdvisor (Desktop and Online), with certification in Intuit's Point of Sale & Enterprise software and have been named a Top 100 (QuickBooks) ProAdvisor for six years. I can set up a small business or personal finances in your PC or Mac, desktop or online software, review what you've created, train you one-on-one to use the program, and even help you obtain the software at a discounted price. Common problems I can solve include online banking, payroll, adding accounts, backing up, inventory, credit card processing and payments, creating meaningful reports, mapping accounts to tax lines, creating invoices, receiving payments, depositing correctly, and customizing the program. I offer hourly services, packages, and an unlimited plan once I've worked with you. Fees may apply for minimum time, travel time, parking, ferry fees, tolls, mileage, and credit card processing.

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.

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Allstate Insurance: Anthony Pomponio

As a Personal Financial Representative in New York, I understand the needs of local families in this community. I strive to provide an excellent service to help protect the most important things in life - family, home, car, and more. In addition to insurance, I can offer different products to address financial concerns like saving for college or retirement. I am dedicated to helping customers reach their short-term and long-term goals. I will assist in selecting the right products, explain investments such as mutual funds, annuities, life insurance, and college savings plans. I will review their insurance and financial needs as they change and answer any questions they have. I speak Spanish and Polish, so I am able to better serve the diverse population in the community. If you are looking for a quick, personalized insurance quote from Allstate Insurance: Anthony Pomponio, please contact my agency today! A great rate is just one phone call or click away.

Allstate Insurance: Patrick Becker

As a Personal Financial Representative in Las Vegas, I am familiar with many local families. My knowledge and understanding of the community allows me to provide excellent customer service. It is my pleasure to help families such as yours protect the things that are important, like family, home, car and more. I can also help you create a strategy to reach your financial goals. I take pride in working for a company that has served satisfied customers for more than 80 years. Allstate Insurance: Patrick Becker can offer quality insurance at an affordable price, giving you easy access to contact me in person, over the phone, or through my website - anytime you need. Both Allstate and I understand the importance of price and service in building a lasting relationship. My commitment to you involves: determining your immediate and long-term financial goals; finding solutions to meet your and your family's needs; exploring investment solutions, such as annuities, IRAs, life insurance and college savings; reviewing your insurance and financial needs as they change; answering questions and providing ongoing service and support.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.