Kroeger Financial

Kroeger Financial

Orion Kroeger, Certified Financial Planner. Fee-only financial planning. Same-sex and domestic partnership planning. No-load investment advice. Insurance needs analysis. Risk management.

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.

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Treece Financial Group

Treece Financial Group is an organization dedicated to providing financial guidance to those aging alone and members of the LGBTQ+ community. Our mission is to provide honest advice, create a lifetime income plan, and advocate for our clients if financial injustice occurs. We use plain language and no pressure sales tactics, so you can make informed decisions about your retirement planning. Our team helps you maximize your income and prepare for unexpected expenses, such as healthcare and long-term care. We offer securities and investment advice through Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser. 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.

Moore & Moore CPA's

Moore & Moore CPA's is a full-service accounting firm offering tax preparation, Quickbooks consulting, investment advice, construction accounting, and eldercare services. Our experienced team of professionals is dedicated to providing our clients with accurate, reliable, and timely financial solutions tailored to their individual needs. We are committed to delivering top-notch customer service and helping our clients achieve their financial goals.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.

Justork Lifestyle

Justork Lifestyle is a business offering a range of services designed to help small businesses grow. Services include setting up and managing Google Adwords, Facebook and Instagram ads, Bing and LinkedIn ads, and other social media marketing. Additionally, they provide custom website design, backlinks and cold calling, PPC and SEO keywords, screen printing, embroidery, custom apparel, work uniforms, branding and custom logos, promotional banners, financial consultation, business planning, stock investing advice, and day trading advice.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.

AdvisorNet Financial Partners

Free no hard sell, no BS consultation! Here at AdvisorNet Financial Partners, we offer local, quality experts on tax, estate and financial advice in a welcoming environment. Our goal is to have 100% customer satisfaction, which is why we use a team approach to when advising our clients. The key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by the ever-evolving world. As we look forward, our team expects a return of routine for some key areas, but by a path, that may catch some investors unprepared. Investors will need a solid plan to navigate the changing landscape as they adjust to changes like the Federal Reserve (Fed) rate hikes, a maturing economic cycle, and the approaching elections. This is where we can help!   "You have goals, and we have a plan for that!"  Call us today and schedule a complimentary financial review and enjoy a free cup of coffee and homemade cookies.

Pensinger Financial

Pensinger Financial is a fee-only Registered Investment Advisor (RIA) that serves young professionals as they transition into the workforce, begin to establish careers and families. Its founder Michael Pensinger understands the difficulty of believing financial advisors have the best interests of clients in mind. Hence, Pensinger Financial works with clients to ensure there are no hidden charges or commissions, and also has a fiduciary duty to clients to look out for their best interests. Unlike robo-advisors, Pensinger Financial does not fit individuals into a box. Instead, it talks face to face with individuals to design a financial strategy that best fits their needs. It provides advice on 401(k) investments, college funds and IRA options. Furthermore, it charges for hourly financial planning services, and a small percent of assets under management for professional investment advice.

McGowan Group Asset Management

McGowan Group Asset Management, Inc. is a Dallas-based firm that was founded in 2001 as a federally registered investment advisory. The company provides investment advice and assistance to individuals, trusts, estates, and corporations, ranging from pension and profit sharing plans to other business entities. McGowan Group specializes in building a diverse portfolio for its clients, helping them achieve consistent cash flow for retirement, growth of their businesses, or trust funds. The team of professionals includes certified investment management analysts and private wealth advisors, offering an array of services to meet the unique needs of each client. 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.

WP Advisors

WP Advisors is an independent wealth management firm providing personalized investment advice and wealth management services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and families. We strive to deliver excellent service in a timely manner and take pride in our boutique advisory firm, where every relationship is important to us. We believe that wealth management is best achieved when strategic investment management and comprehensive financial planning come together. We have no conflicts of interest as everything we do is tailored to our clients' financial goals. Our size allows us to give each relationship the attention it deserves, ensuring that our clients won't be treated like a number.

Imperial Acquisitions & Investments Firm Inc

Imperial Acquisitions & Investments Firm Inc is a Jacksonville, FL-based company that specializes in providing financial planning services for individuals and businesses. Our team of experts offers investing advice and accounting solutions to help clients achieve their financial goals.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.

Black Diamond Realty

Black Diamond Realty is a premier provider of real estate services in the Metro Detroit area. Our mission is to assist clients in all aspects of the home buying and selling process, from short term rentals to no doc private financing. We provide credit and investment advice and work with top lenders to offer pre-approval and down payment assistance for first time buyers. Our team of experienced professionals are dedicated to providing excellent service and making your real estate dreams come true. Our company offers an array of services, including nationwide no doc private financing with as little as a 650 credit score. We also provide tips on investing and credit that will help you make informed decisions. Our team has the experience and knowledge necessary to guide you through the home buying process, from A to Z. Whether you’re a first time home buyer or a seasoned investor, Black Diamond Realty can help you find the right solution.

Rod Hickman's Generational Wealth Builders

At Rod Hickman's Generational Wealth Builders, our mission is to help our clients plan for the future. We have many years of experience helping individuals and families meet their financial goals while preparing for the unexpected. Our team of experts can provide a range of services, including financial planning, life insurance, investment advice, retirement planning, education funding, and estate planning. We are an independent firm, so we have access to many different products, allowing us to find the best solutions for you.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.

Anstee & Co

Anstee & Co is an independent financial advisory firm that strives to establish a trusting relationship between clients and advisors for the purpose of creating a secure financial future. Our experienced team is committed to providing top-notch personal service to all our clients, no matter their current financial situation. We offer tailored advice to ensure that your wealth is preserved and that you achieve your financial goals. Our services range from setting up a financial plan to investment advice to building long-term strategies. With our expertise and guidance, we can help you plan for a better financial future.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.