Bay Financial Services

Bay Financial Services

Bay Financial Services is a company that helps individuals and businesses protect their financial interests. They specialize in creating retirement income programs that are tailored to the specific needs of each client. The team of professionals provides attentive service, offering advice no matter how early or late in life a person may be. The firm's commitment to providing the best possible service to its clients is rooted in its understanding of the unique challenges faced by each individual. With extensive knowledge and experience, they are well-equipped to manage risk and create customized retirement strategies.

Retirement Planners of America

At Retirement Planners of America, our mission is to help our clients achieve financial peace of mind in retirement. We offer a comprehensive approach to retirement planning that includes Invest and Protect™ strategies, tax planning, estate planning and more to ensure our clients’ financial security. Our experienced team of professionals is dedicated to helping you plan for your future and make the most of your retirement. We believe in taking a tailored approach to retirement planning. With our Invest and Protect™ strategy, we provide tailored advice to help you protect your savings while allowing you to continue to invest in growing your wealth. We also offer tax planning and estate planning services to ensure you are able to maximize your retirement income and leave the legacy you desire. Our goal is to provide you with peace of mind knowing that you have the financial security that you need to enjoy your retirement.

Chi Luu - First Financial Security

- Retirement planning       - Tax-Free Retirement Account     - Life Insurance w/ Living Benefits - Premium Finance to Achieve Wealth, Preservation & Supplemental Retirement Income - Protecting your 401K / IRA from Stock Market Risk - Annuities - College Planning - Guarantee Issue - College Planning - Transferring Wealth with Tax Advantage - Tax-Advantages for Business Owner & Retirement Planning - Career Opportunity - Special Final Expenses Program for Seniors from age 70-85 - We Offer Free Quotes/ and Refer Bonuses

Andrew Clyne, LUTCF - Aggregate Wealth Management

A fee-based financial advisor can help you plan for the future and manage your retirement income. They have the necessary expertise to guide you through the financial planning process, helping you make informed decisions about your money. This can range from investment strategies and long-term goals to portfolio management. They can also help you stay on track with deadlines and paperwork, providing peace of mind throughout the entire planning process. The right advisor can be instrumental in helping you achieve your long-term financial goals and prepare for retirement. They can provide assistance in understanding complex financial products, providing advice that is tailored to your individual circumstances. With a fee-based financial advisor by your side, you can make sure that your investments are able to generate steady returns and that your retirement will be comfortable. A fee-based financial advisor is an invaluable resource to help you navigate the often confusing world of financial planning and retirement income planning. They are experts in the industry and can provide advice that is tailored to your individual needs. Don't go it alone – find the right advisor today and get the help you need to get on track for a secure financial future.

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.

Pure Financial Advisors

Pure Financial Advisors, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they are held to the highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our clients can trust that our services are unbiased and in their best interests. Our team of financial advisors are dedicated to helping you achieve your retirement goals. We provide tailored plans based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our goal is to create a strategy that will reduce your tax burden and help you protect and grow your wealth.

Retire With Jim Hanna Wealth Advisors

Retire With Jim Hanna Wealth Advisors is a trusted financial services provider, located in San Antonio and serving the surrounding area. Founded by Jim Hanna, the company has built strong relationships with clients, based on their personalized advice and strategies. Our mission is to help families and businesses achieve financial clarity, through tailored solutions that promote lifelong security and improved quality of life. Our team specializes in retirement income strategies, wealth management, life insurance, asset protection, and tax reduction strategies. We equip our clients with the tools and knowledge needed to make informed decisions about their 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.

Metanoia Financial

Metanoia Financial is a financial planning firm based in Center City Philadelphia. Our mission is to help our clients maintain their dignity and independence in retirement by creating strategies to reach their goals of generating a lifetime retirement income and leaving a legacy to those they love. We specialize in retirement income planning and work best with those in or a few years away from retirement. We offer the convenience of a conveniently located office just a few blocks away from Rittenhouse Square, with experienced professionals dedicated to helping our clients reach their financial goals. Our team of financial planners is committed to providing the highest quality of services, offering personalized solutions tailored to each client's needs.