Edward Jones - Financial Advisor: James W Park

Fiduciary Financial Partners

Fiduciary Financial Partners is a wealth management firm that provides unbiased financial advice to individual investors and retirement plan sponsors. The team of experienced fiduciaries behind FFP are dedicated to helping clients manage their finances according to their values and objectives. With FFP, clients are assured of receiving financial advice that is tailored to their best interests, as fiduciaries are obligated by law to prioritize their clients' interests over all else. The advisors at FFP are not only knowledgeable, but also have the experience needed to guide clients through the complexities of financial planning. 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.

Definity Accounting & Consulting

Our team at Definity Accounting & Consulting has many years of experience in providing high-grade tax services and tailored financial advice to individuals and businesses. In addition to tax preparation, we offer a range of business accounting services.We specialize in:- Business taxes such as 1120, 1120S and 1065s.- Individual taxes such as Form 1040s.- Medicare Cost Reports for health care entities.- Bookkeeping and outsourced accounting services.At Definity Accounting & Consulting, we prioritize our clients’ needs. We strive to build lasting relationships based on trust and efficiency when it comes to providing accounting services. We are committed to delivering personalized service and ensuring that every client is provided with a customized solution that best meets their requirements. We understand that each individual or company is unique and want to help them achieve their financial goals and make their businesses more profitable. If you would like to speak to one of our CPAs, then please contact us today to schedule your complimentary initial consultation.

Charles Schwab

Charles Schwab set out to revolutionize the stock brokerage industry by offering a more customer-focused approach to wealth management. This is based on a set of core values and beliefs that prioritize clients over profits, and has been the guiding principle for over four decades. The company seeks to provide comprehensive wealth management services and financial advice tailored to individual clients' needs, along with access to investment research and trading strategies. Charles Schwab also offers complimentary workshops to help investors learn the essentials of investing as well as complex trading strategies.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

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.

VLP Financial Advisors

At VLP Financial Advisors, we are dedicated to helping people safeguard, maximize and pass on their wealth. We provide financial advice tailored to individual circumstances, families and business owners so they can make informed decisions and improve their financial outlook. 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.

BR Tax Group

At BR Tax Group, we offer tailored financial advice to individuals and businesses in the local community. Our services range from tax management and bookkeeping to more advanced offerings such as financial statement creation and QuickBooks Pro Advisor guidance. 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.

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. 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.