FL Solar Advisors

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.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

Continental Stock Transfer

Continental Stock Transfer & Trust is one of the most esteemed stock transfer agents in North America, servicing over 1,000 public and private issues with a total shareholder base of more than 2 million. Since its inception in 1964, the company has committed itself to providing reliability, stability and exceptional service at an unbeatable price. The company's mission is to offer a variety of services, such as administering public and private offerings, issuing and transferring shares, managing restricted transfers and option exercises, maintaining shareholder ledgers and cost basis histories, distributing dividends and providing investment plan services, along with corporate event administration and escrow services. In addition, the company boasts an impressive presence in the Special Purpose Acquisition Company (SPAC) and IPO business, and has been widely acknowledged as a leading North American Transfer Agent that sets itself apart with top-notch services and value. 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.

Southard's Solar Energy

Southard Solar Energy and Construction is a full-service provider of solar electricity systems and installations, serving the Front Range of Colorado since 1987. This company, owned by Boulder native Douglas Southard, specializes in the implementation of projects and has an established reputation for professionalism. It provides affordable solutions for both residential and commercial properties across Broomfield, Longmont, Wellington, Fort Collins and even Cheyenne, Wyoming. The main counties served are Boulder, Weld, Larimer, Arapahoe and Adams. The company offers a wide selection of services, from installation and removal of solar panels to upgrades and expansions of existing arrays. Additionally, they provide battery replacements for off-grid solar, tiny homes designs and solar kits, and off-grid generators and trailers for emergency power, concerts or events. They are also an Authorized Dealer for SunPower® Solar, which is renowned for its durability and comes with a 25-year warranty. Not only can the solar panels save money, but customers can also benefit from a 30% solar investment tax credit.

Weinberg Choi Residential

Weinberg Choi Residential is a residential real estate team based in Keller Williams ONEChicago that specializes in assisting buyers, sellers, and those interested in leasing properties. We also offer real estate investment planning services. Our mission is to provide clients with comprehensive real estate solutions. 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.

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.

FL Solar Advisors

At FL Solar Advisors, we are dedicated to helping homeowners and businesses make the most of their solar investments. We offer financial planning services that allow our clients to maximize their savings when transitioning to solar energy. Our team of experts are at the forefront of innovation when it comes to financing solutions, providing the comfort of knowing that our clients have top-notch advisors on their side. Our knowledgeable and experienced staff understand the nuances of solar finance and can work with clients to find the best solutions for their individual needs. Our team is committed to providing tailored services to each and every client, ensuring that they get the most out of their solar investments. We pride ourselves in being a trusted partner on the journey to sustainability.

Hoang Le Tax Insurance Financial Service

- Tax Preparation Services:  Individual, Partnership, LLC and Corp. and setting up new companies. - We also offer Tax Classes (you learn to become a Registered Tax Preparer) - Business Services: Complete Accounting, Sale Tax, Payroll & Bookkeeping, Business & Worker Compensation Insurance. - We do Offer In Compromise (helps clients to pay a reduced tax balance due to financial hardships). We also provide IRS, FTB, BOE and EDD Audit Representation. - We help buying and selling Real Estate, and do Mortgage Loans. - We consult Retirement (Social Security Benefits..) & College Planning (FAFSA..) and advice on Retirement & College Saving investments. - Other services: Immigration, Trust & Will, Notary Public, Paralegal & Divorce, ITIN application (You don't have to send out your original passport) + We do e-File for free to help you receive refunds faster. + We provide free help to enroll Medi-Cal & Obamacare health plans with Kaiser, Blue Shield or Blue Cross. + Refer a friend to us and we will send you $10-20/client to say "Thank you!"