Financial Strategies of Amelia

Simonet Financial Group

At Simonet Financial Group, we are committed to helping our clients realize their financial goals. Our team of experts offers holistic financial planning services that integrate proven strategies, modern technology, and personalized service. We specialize in retirement planning, cash flow and risk management, business exit and succession strategies, and investment strategies tailored to the needs of highly compensated employees and high net worth families. We also coordinate with outside professionals to ensure a comprehensive financial plan. By taking a comprehensive approach to financial planning and utilizing the latest tools, we work with our clients to create and achieve their unique financial 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.

Ambassador Wealth Management

Finding the right financial advisor is a vital step for achieving success in life's transitions. Ambassador Wealth Management is a holistic financial planning firm that provides tailored services and advice to affluent clients. We understand the importance of developing an individualized plan that meets our clients’ needs and goals, as well as monitoring and adapting that plan to changing market conditions and life events. Our team of experienced advisors works with clients to create a comprehensive strategy that best suits their lifestyle, while also helping to implement and manage their investments. 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.

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Telos Financial

Telos Financial is a Michigan-based financial advisory firm, founded by Dennis LaVoy, CFP®, CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, Millennials, Generation Xers, young professionals, and their families. By utilizing his experience, knowledge, and expertise, LaVoy helps these clients to reach their financial goals. Telos Financial also serves clients across the country, from Ann Arbor to Detroit. Telos Financial offers a comprehensive range of services, including financial advice, wealth management, and related services. The company's mission is to provide customized solutions that are tailored to individual needs, allowing clients to make the most of their assets while minimizing risks. Additionally, the team at Telos Financial has the expertise and experience to handle any financial challenge. They strive to help their clients make sound financial decisions and achieve long-term financial success.

Wendell Charles Financial

Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. WCF was founded in January 2011 by Evan Kirkpatrick and named for his grandfather, Wendell Charles Kirkpatrick, a retired physician and philanthropist. Evan works directly with clients to develop holistic financial plans and investment strategies.

GreenStar Advisors

Chad Gordon is the founder and CEO of GreenStar Advisors, a registered investment advisor. He brings a passion for helping individuals, couples, and families make wise wealth-optimized decisions. With holistic financial planning, disciplined investment strategies, and proactive personal service, Chad’s goal is to ensure clients follow a long-term conceptual framework for all financial decisions. His approach to financial advice begins with a comprehensive analysis of each individual’s life, goals, and financial situation. Once the overall picture is established, Chad works with the client to develop an appropriate investment strategy and puts it into action. His ultimate priority is delivering sound advice and service that is in the best interest of the client. With more than a decade of experience, Chad has helped to build GreenStar Advisors into a nationally recognized firm. He believes in the power of optimized financial decisions, creating a client-centric experience, and helping individuals live the lives they envision.

Carpenter Financial Services

Overview: Carpenter Financial Services was founded in 1953 by Samuel C. Carpenter in Johnstown, Pennsylvania when he established the business as a Tax and Accounting firm. Since that time, the company has evolved into a comprehensive financial services firm serving not only Cambria County but the region and clients across the country. It is managed by brothers, Samuel G. Carpenter and Joseph A. Carpenter, who use their experience and expertise as financial advisors to guide clients with wealth management, retirement planning, and long term investment strategies. Whether you need help with a 401(k) or 403(b) rollover, or want to contribute to your traditional IRA or Roth IRA, Carpenter Financial Services can help you prepare for the retirement you deserve. Since Carpenter Financial Services specializes in holistic financial planning, we also offer life insurance, health insurance, and long-term care strategies to help make your financial plan self-completing.

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.