Edward Jones - Financial Advisor: David R Dodd Jr

JHG Financial Advisors

JHG Financial Advisors supports clients in making sound financial choices to ensure their future prosperity and reach their ambitions. Our advisors are equipped with the skills and knowledge to provide clients with the best possible advice and guidance on financial planning, enterprise benefits, and 401K rollover organization and management. 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.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

Edward Jones - Financial Advisor: Todd Shelley

In these turbulent times, we are here for you to provide guidance, support, and assistance. We care about your physical and financial wellbeing, so please don't hesitate to reach out to us and find out how we can help. Edward Jones is a financial services firm that provides personalized strategies to meet your individual financial goals. With the expertise of Todd Shelley - Financial Advisor, our team can plan for retirement, save for college, and ensure you make smart investments with tax efficiency in mind. Our commitment to a face to face conversation ensures that our clients receive personalized advice and tailored solutions.

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.

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

Ivy Accounting, Tax & Advisory

Ivy Accounting, Tax & Advisors is a Miami-based firm offering comprehensive accounting services, tax preparation, and bookkeeping for Chinese companies and entrepreneurs. Our team of experienced Chinese accountants are well-versed in the US tax codes and regulations, providing clients with reliable and up-to-date advice to ensure their financial success. We offer our services either at our office or within your business premises. As a trusted partner, we strive to provide the highest quality of service, tailored to the needs of our clients. At Ivy Accounting, Tax & Advisors, our team of seasoned professionals have extensive knowledge in the field of accounting and taxation. With over 10 years of experience, we are committed to providing reliable and innovative solutions to our clients. We specialize in working with Chinese companies and entrepreneurs, allowing us to provide efficient and comprehensive services. We are dedicated to ensuring that our clients are informed and stay compliant with all applicable laws and regulations.

Financial Essentials

Financial Essentials is a financial advisor providing services for individuals, families, and businesses. We strive to provide our clients with the best investment advice and support possible. Our team of experienced financial advisors are committed to helping you reach your goals and make smart financial decisions. We provide a range of services, from retirement planning to wealth management, to ensure you make the most of your money. With our fiduciary model, we strive to provide unbiased and objective advice that is tailored to your specific needs. At Financial Essentials, we are dedicated to helping you make the most out of your finances. Our advisors are knowledgeable in a range of financial areas, providing comprehensive services such as investment advice, estate planning, and tax preparation. We'll work with you to create a unique plan that best meets your current and future needs. We also offer comprehensive investment advice, helping you make the right decisions when it comes to investing. Whether you're looking for guidance on a single purchase or help managing your entire portfolio, our team is here to help.

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.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Infinium Investment Advisors

Infinium Investment Advisors is a Denver financial advisor dedicated to the needs of emerging affluent, young-to-senior execs and pre-retirees. With more than 30 years of experience in asset management, we offer comprehensive wealth management services including financial planning and investment management. Our independent advisory firm provides services to clients in Colorado, Michigan, Nevada, the United Kingdom, and beyond. Infinium takes a unique approach to risk management by adjusting assets based on current and anticipated markets, with priority given to protecting capital. This allows our clients to free up their time and energy to focus on family, career, philanthropic pursuits, and personal development. As part of our plans, we specialize in 401k Rollover and IRA Rollover work. At Infinium Investment Advisors, we understand the value of your trust and work to honor it. Our experienced team uses a fresh approach to asset management that helps you get the most from your investments. Contact us today to learn more about our services.

Grothe Financial Services PC

Taxes, accounting and financial services are essential elements for businesses of all sizes. Accurately tracking and paying taxes is a critical component of running a successful business. Keeping accurate records also helps to ensure that you meet all of your filing requirements. Finally, having a team of experienced financial professionals can help to guide your business decisions and provide insight into best practices. Taxes are a major expense and can be difficult to calculate without the help of an accountant. Tax laws vary from state to state, so working with an accountant familiar with the local area will make sure you stay in compliance with the law. They will be able to itemize deductions and take advantage of any tax incentives that may be available. Accounting services can provide valuable help with your finances. An accountant can help you keep track of all of your income and expenses to ensure that everything is reported accurately when filing taxes. They also can help to create budgets and make projections to help you plan for the future. Financial services provide a range of advice. A financial advisor can help you make sound investments and grow your money. They can also evaluate risk management strategies and offer guidance on taxation and estate planning. Financial advisors can provide additional support such as retirement plans and insurance coverage. By leveraging the services of tax, accounting and financial professionals, you can ensure that your business operates smoothly and stays on track financially. The right professionals can provide insight, guidance and assistance to help you create a larger and more profitable business.

Edward Jones - Financial Advisor: Paul J Matatall

At Edward Jones - Financial Advisor: Paul J Matatall, we understand that this is a difficult time for many people. We are here to offer our support and guidance, as we care about both your physical and financial health. We strongly believe that your financial goals should always be discussed face-to-face with an advisor, and our team is ready to help you prepare for retirement, save for education, and become a tax-smart investor. With years of experience, we are confident that we can provide the advice and solutions you need for your financial success. 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.

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.