Silicon Valley Capital Management

Benefit & Financial Strategies all manner of financial planning, investment services

Founded in 1988, Benefit & Financial Strategies, located in Flagstaff, AZ, has been helping area residents plan for their financial futures. Our services has expanded to include all manner of financial planning, investment services and retirement services. Our full-service firm even offers insurance and employee benefit options. With clients throughout Arizona, and across the county, our reach is far and our customer service is superior. Services we provide include: Retirement Investing Fee-Based Planning College Planning 401k, 403b, 457. Employee Benefit Plans Health, Vision, & Dental Insurance Long-Term Care Medicare Supplement . With greater financial growth comes increased complexity. Whether you're financially established or are just starting out and have a few questions, we can help.

Silicon Valley Capital Management

Our group specializes in the management of publicly traded securities for private clients. Services include family investment strategy planning and design, portfolio design, and individual investment management. Assets are held in client name with major brokerage firms and custodian banks. SVCM leverages significant expertise and experience in the delivery of a valueadded capital preservation and growth solution. Strategies typically involving the use of domestic equities including exchange traded funds, and equity call option writing. Silicon Valley Capital Management brings experience and ambition to the representation process. Simply stated, the firm's value added proposition starts with great ideas. SVCM provides top level investment strategy design, portfolio design, and portfolio management services, delivered in an exceptionally intimate and approachable client service environment.

Acre Investment

Acre Investment Real Estate Services was created to offer something different in the real estate industry. Our goal is to provide a personalized, client-centric firm that specializes in multi-family acquisitions and dispositions. We strive to build and maintain long-term relationships with our clients by providing them with superior service. We recognize that each of our clients have their own individual motivations, goals and expectations when it comes to their investment strategies. We take the time to listen to our clients and work together to reach their objectives. We are committed to providing our clients with all the information they need to make the best decisions. With over 100 years of combined experience in apartment brokerage, sales and acquisition represented, totaling over $1.7 billion, Acre's agents are highly qualified to keep clients up-to-date on important market information, help them find investment opportunities, assist in acquiring or disposing of assets and complete 1031 exchanges. We hold ourselves to the highest standards of business practices and believe in doing one thing and doing it well.

Gale Home Partners - Keller Williams Atlanta North

Gale Home Partners is a luxury real estate and relocation service provider with extensive expertise in single family investments and senior real estate assistance. We are dedicated to providing clients with the highest level of communication, negotiation, and marketing strategies. Our team ensures that our clients get the best deal available in the current market, while also selling their homes in the shortest amount of time for the maximum amount of money. With our strategic planning & research, combined with the latest technology and creative solutions, we guarantee satisfaction. Keller Williams Atlanta North is proud to offer its customers a wide range of services, such as finding off-market properties, negotiating the best deals, and utilizing creative marketing techniques. We are committed to providing you with quality service and communication that meets your 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.

Forza Investment Advisory, LLC

Forza Investment Advisory LLC is a Registered Investment Advisory firm based in Westfield, NJ, providing fee-only investment advisory and portfolio management services to clients with investable assets over $500,000. Our services are tailored to individuals, families, small businesses and other institutions. We offer a wide range of services, such as investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, and other investment planning. We also specialize in Separately Managed Accounts (SMA's) for ERISA Plans, Rollover 401K into IRA, and other complex investments. Our team is experienced in managing different types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans, and more.

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.

Endeavor Advisors

Plan Your Financial Future Now | Simplifying Investment for You | Speak To a Fiduciary Advisor | Develop a Comprehensive Investment Plan with Our Variety of Services. Contact Us. | Work with A Fee-Based Fiduciary Planner to Develop an Investment Strategy That Fits You Visit Our Website or Call for more information

Affirm Wealth Advisors - Ameriprise Financial Services

Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC., We know a lot of people struggle to feel confident about their financial future. That's why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve. Retirement Planning Strategies Wealth Preservation Strategies Estate Planning Strategies Intergenerational Planning Retirement Plan Distribution Insurance Tax Planning Strategies Investment Management Executive Compensation and Benefit Strategies Family Finances Saving for Education Charitable Giving Cash Flow Management Strategies Small Business Sustainable Investing Biblically Responsible Investing ESG Investing Strategies