Edward Jones - Financial Advisor: Dylan Wilson

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

McGreal & Robinson

McGreal & Robinson is a team of tax specialists dedicated to helping people with law enforcement, home businesses, investment properties, and s-corps in the service industry with their business taxes and any related personal tax returns. We offer a variety of services to make sure that your payroll, bookkeeping, estate planning, business valuation, not-for-profit accounting, and QuickBooks training are all taken care of. Individuals can get assistance with estate planning, individual tax planning and preparation, elder care, and personal financial planning. Businesses can make use of services such as small business accounting, payroll services, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, new business formation, succession planning, non-profit organizations, internal controls and more. We also offer tax services such as tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief and getting an IRS file. Our QuickBook services include setup, training, QuickAnswers, QuickTune-up, and you can even buy QuickBooks and save.

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. 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.

Redstone Financial Group

Redstone Financial Group is a financial services provider that offers tailored advice and solutions to businesses and individuals. Our focus is on building our clients' net worth and protecting their most important assets. We specialize in providing successor planning, pension, profit sharing, employee benefits and incentive plans for closely-held companies in a variety of industries including wholesale, retail, banking, real estate, professional services, construction, manufacturing, health care and food service. Additionally, we assist individuals with personal financial planning from budgeting to investment advice* to estate planning. Our team of experienced professionals is committed to providing practical advice and cost-effective products and services.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.

Aspire Planning Associates

Aspire Planning Associates provides comprehensive, fee-only personal financial planning, tax planning, and investment management services. Our mission is to provide these services with integrity, delivering unbiased, independent solutions that are tailored to your individual needs. We use an educational approach to your financial plan, helping you gain an overall picture of your current standing, and then plan out the 7 pillars of your financial profile: budgeting (cash flow), investments, education planning, taxes, insurance, retirement, and estate planning. Aspire Planning Associates investment management services provides clients with access to a wide range of investment opportunities. Our approach to asset management helps us deliver strong, consistent results, thoughtful analysis and research as well as effective risk management.

Carbon Advisors

Carbon Wealth Advisors is a Houston-based financial services company providing tailored advice and assistance to individuals, families, and businesses. Their services include personal financial planning, wealth strategy development, and investment-grade advice. With their expertise, they aim to help clients achieve their goals and maximize their wealth potential. They provide comprehensive solutions to assist in the execution of their clients’ financial objectives. Carbon Wealth Advisors is dedicated to helping clients make sound decisions and secure their financial future. 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.

Sandra Park Financial Coach/Advisor

Are you struggling to make ends meet? Relying on credit cards to cover everyday expenses? Do you feel overwhelmed by debt? Sandra Park Financial Coach/Advisor can help. Our mission is to assist individuals and families in crafting personalized financial plans that support their goals and values. Whether it's increasing savings, learning to manage money, reducing debt or investing for the future, we strive to provide the advice and education needed to create a secure financial future. As a highly experienced and certified financial advisor, we are committed to providing our clients with the best possible service. We understand that everyone has unique financial needs and goals, so we work closely with each client to design a customized plan that meets their individual objectives. We provide virtual consultations all around the U.S. over Google Meet so you can get the help you need from anywhere. Contact us today for a complimentary consultation.

Pie Charts

Pie Charts Financial is an independent, fee-only Registered Investment Advisor that specializes in personal financial planning and low-cost investing. Our flat annual fee structure allows clients to know exactly what they are paying for our services. We provide guidance on what to buy, how much, and why; the client then decides where to custody the account and when to implement the strategy. Our team offers comprehensive plans with annual reviews and ongoing support throughout the year. We strive to provide impartial advice without any compensation from other products or service providers. Our mission is to empower clients to make informed decisions and secure their financial future.

Sechler Law Firm - Mars

At Sechler Law Firm, LLC we strive to provide comprehensive elder law and personalized estate planning assistance. Our goal is to make the tough decisions regarding your future simple and comfortable. Our team takes the time to understand your individual financial situation and goals before creating a plan that works for you. Whether it’s a living will, family trust, medical power of attorney, or other legal document, our Elder Law and Estate Planning attorneys have the knowledge and experience to guide you through the process. Our experienced Medicare Planning team is also on hand to help you navigate the world of medicare benefits. At Sechler Law Firm - Mars, we are committed to helping you create a secure future.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.

Edelman Financial Engines

Our Edelman Financial Engines Advisor Center in West Des Moines is temporarily closed to visitors, but can be reached by phone. We provide personalized investment planning assistance to clients from Des Moines, Ames, Cedar Rapids and Iowa City, helping them to meet their financial objectives. Our team is qualified to assist with 401(k) rollovers to professionally managed accounts, saving for a child's education and creating retirement strategies. With our expertise, we strive to help individuals and families achieve their financial dreams.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.

Sorenson & Company, CPA

Sorenson & Company, CPA is a Salt Lake City-based accounting and consulting firm that provides a wide range of services to businesses. Our mission is to assist our clients in achieving their financial goals by providing top-notch accounting, tax, and consulting services. Our team is experienced in all aspects of accounting and bookkeeping – from compilations of financial information to QuickBooks set up and support, budgeting and more. We also specialize in federal, state, and local tax preparation for both individuals and businesses.In addition to helping with personal financial planning, such as retirement planning and college savings planning, we can also help with IRS issues. We are skilled in negotiation with the IRS, and can offer assistance with audits, debt settlement, and Offers in Compromise. With our services, our clients can keep more of what they earn while still staying in compliance with IRS regulations.

BOL Global

Application: We specialize in Personal Financial Planning, Estate Planning, Elder Care, Small Business Accounting, QuickBooks Services, Payroll, Tax services such as Tax Preparation, Tax Planning, IRS Audit Representation and more! Introduction: Our staff of trusted CPAs and Accountants has over 50 years combined experience in supporting the needs of small to medium sized businesses. Our firm takes a personal and professional approach with every client while providing fast, reliable service at very competitive rates. Advance: Clients of B.O.L. Global benefit from unlimited consultation with our trusted financial advisers and rely on us to help plan for the uncertainty of the future, giving them the peace of mind that allows them to focus on doing what they do best-running their business. Service: We would be happy to meet with you at your place of business to share some examples of how we help our clients and ways we may be able to help you save some additional time and money. Contact: Call to make an appointment for a free consultation and cost analysis of your businesses accounting, and financial planning needs. Thank you for taking the time to consider B.O.L. Global, Inc. as your CPA firm in the Bay Area!

Credo Wealth Management Company

Service: We create personalized financial plans and investment proposals to help clients reach their financial goals. Our purpose is not only to make sense of your benefits in light of your overall goals, but to consolidate all your financial strategies and considerations into one clear platform. That's how we provide clarity, save time, and empower decision-making.

PracticeCFO

PracticeCFO provides practice owners with comprehensive financial services at an affordable price. We understand the importance of having a primary point of contact that is responsive and caring. Our services aim to guide practice owners to achieve financial success early in life. We specialize in providing CPA services (tax, accounting, bookkeeping, bill pay), practice financial consulting, personal financial planning, buyer representation in practice transitions, partnership consulting, investment services, and retirement plan services (i.e. 401K) to dental and dental specialty practice owners, medical practice owners. Our team will integrate all aspects of our clients’ personal and business finances into a holistic plan. We will manage this plan throughout the year to ensure our clients are organized and experience greater financial progress, while eliminating any financial stress in their life. For more client testimonials, please visit our website and read our Google Reviews.