Xpand Now

Vision Strategic Financial Group

As the number one preferred financial services firm, Vision Strategic Financial Group's mission is to be your premier provider of financial education, wealth management, and asset protection products and services to individuals, families, organizations, and businesses across the United States.

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Xpand Now

Xpand Now is an advisory firm that specializes in providing strategic and financial advice to organizations. We help our customers create new business opportunities, plan activities, and expand their operations both domestically and globally. Our services are tailored to the individual needs of our clients, enabling them to reach their goals.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.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Focused Energy

Focused Energy specializes in providing outsourced CFO, finance, and accounting services to small and medium-sized businesses. Our goal is to help business owners achieve their objectives by gaining an understanding of their business from a financial perspective. We give them the insight they need to focus on their vision and make their companies succeed. We understand that the financial aspects of running a business are complex and can be difficult to keep up with. That's why we provide comprehensive, customized solutions tailored to the unique needs of each company. Our services range from basic bookkeeping and payroll to budgeting, forecasting, and implementing sophisticated business systems. No matter what your business’s financial needs are, our team of professionals is here to help. We believe in empowering our clients with knowledge and tools to make sound decisions. We provide detailed financial reports, so they have a clear picture of their organization’s current status. We also offer strategic advice and regular reviews of business operations to identify areas of improvement. Our ultimate goal is to help owners take their businesses to the next level. At Focused Energy, we understand that your success is our success. That’s why we work hard to provide the highest level of service and support. With our help, you can rest assured that your company’s finances are in good hands.

Financial Wellness Coaching

Financial Wellness Coaching provides strategic financial organizing support for personal and/or small business finances, as well as emotional and spiritual empowerment. Our mission is to help our clients develop positive self-regard by connecting their financial decisions to their values and goals. We believe that money is a reflection of our values and the coaching relationship we offer provides clarity, accountability, and life lessons to help people live their best lives. Our team provides a range of services to help our clients achieve their financial objectives. We offer practical advice and support to help them create and maintain a budget, pay down debt, increase their savings, and manage their investments. We also provide emotional and spiritual support to help clients manage their finances with greater confidence and success. We strive to empower our clients to make informed decisions and take control of their financial future.

Pinnacle Tax Services

Pinnacle Tax Services provides top-notch financial advice to both individuals and businesses in Southern California. Our expertise ranges from basic tax compliance and accounting services to more advanced services such as strategic financial planning and tax debt resolution. We are one of the few firms in Greater Los Angeles that specializes in addressing unique tax issues pertaining to the marijuana industry, cannabis businesses, and microcap public companies. Our commitment to excellence is what sets us apart from the competition. All of our staff members are tax professionals with experience and integrity, so you can trust that you will get the highest quality service and attention. With our knowledge, experience, and team approach, we guarantee our clients will receive reliable, affordable services. We provide a wide variety of services, including tax planning, preparation, and compliance; foreign tax planning and compliance for multinational taxpayers; small business accounting services; bookkeeping; payroll services; state and local tax planning and compliance; multistate sales tax compliance; M&A tax compliance and strategic planning; and forensic audits.

Financial Voyages

At Financial Voyages, our mission is to assist our clients in securing their financial future by providing independent and comprehensive financial advice and wealth management. We are an objective, unbiased firm that recommends products without being affiliated with any insurance or investment companies. Our team of experienced professionals offer personalized services tailored to the individual needs of each client. Our commitment to our clients goes beyond just providing financial advice; we strive to create a long-term relationship with them. We understand that the best advice and service comes from truly understanding our clients' goals and objectives, and this is why we take the time to get to know each client and develop a strategy that meets their individual needs.

Uhart Tax & Financial

At Uhart Tax & Financial, we provide a variety of tax preparation and planning services - both in-person and virtual. We cover the whole of America, with a particular focus on San Diego County. Our family-run business has been around for over 40 years and provides expertise in individual tax return preparation, trusts, estates and tax planning, all with a view to helping you reach your financial goals. We not only help you with the filing of your taxes, but also review your financial circumstances for tips and tricks to help you save as much money as possible. We offer advice and guidance on how to take advantage of tax law changes, whether you are buying or selling a home, trading stocks, or dealing with rental property taxes. We work hard to ensure you get the most beneficial tax position available. We also provide estate and trust planning services and can offer assistance with distributions. If you lose a loved one, you can rely on us to be there for you throughout the process. For tax and financial advice you can trust, get in touch with Uhart Tax & Financial today.

Turning Point Strategic Advisors

Turning Point Strategic Advisors is a financial and strategic consulting firm located in Seattle, Washington. Our mission is to help businesses in the Northwest improve their cash flow and profitability through financial expertise and operational improvements. We specialize in creating an environment of growth and opportunity for our consultants to redefine the role of the CFO in the middle market. Our experienced team will take your business to the next level by providing customized solutions that maximize your return on investment and increase profitability. Contact us today to learn more about how Turning Point Strategic Advisors can help you achieve your goals! 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.

One Strategic Capital

One Strategic Capital offers tailored financial solutions to meet every individual's unique needs. Our team designs strategies for business growth, wealth building, preservation and transfer, and insurance coverage. Our services are customized to each client with the aim of providing the most suitable and beneficial financial structure. 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.

Steven M. Vogt, CPA, EA

For over twenty years, the clients of Steven M. Vogt, CPA have relied on his team's personal and business tax return preparation services, full-service bookkeeping, and expert financial advice to stay on top of their finances. His staff of tax planning and financial professionals in Chandler and Queen Creek, AZ, provides highly personalized services that utilize their extensive knowledge of current laws and regulations to serve you best. Steven M. Vogt, CPA specializes in a wide variety of tax preparation services, covering individual, small business, and gift and estate taxes. His team strives to make the entire process as stress-free as possible while finding the maximum amount of deductions and credits their clients are eligible for. Clients also count on Steven M. Vogt, CPA to help them resolve IRS tax problems, with a successful track record attesting to this team's efficacy. His company always provides affordable, professional assistance to its clients when they need help the most. Steven M. Vogt, CPA also offers a wide variety of small business accounting services, ranging from payroll to check writing. His experienced accounting team has the knowledge to assist with monthly bookkeeping services, bank reconciliations, and financial statement preparation to keep business on track. When it comes to helping small businesses achieve success through smart financial decisions, this CPA firm's financial advising services are invaluable.