Jason Qualls, CFP

Kevin Kautzmann, CFP - EBNY Financial LLC

At EBNY Financial LLC, we provide securities and advisory services through SagePoint Financial. We offer fee-based and commission-based financial planning services with a CFP®: Certified Financial Planner™. EBNY Insurance Services, Inc. is an independent brokerage that offers a range of insurance plans. Our team of experts works with major and regional insurance carriers to create custom plans tailored to each individual's needs. We have extensive experience in creating corporate, individual and scholastic plans, and can find the best rates on the market.

SC Tax Services

Tax filing can be a real hassle, but SC Tax Services is here to help. We provide professional tax preparation, planning, and filing services at great prices. Whether you're an individual or a business, we are well-equipped to handle your tax needs. For private individuals, our low flat-rate fee of $200 covers all the necessary forms and claims to ensure that your taxes are filed correctly. We also offer free financial planning services. Businesses also benefit from our services. Home-based companies, food service companies, nonprofits, corporations, partnerships, self-employers, and retailers all have access to our comprehensive tax filing services. We go over all income and expenses to make sure nothing is missed. At SC Tax Services, we understand that filing taxes can be a daunting task. That's why we strive to make the process as stress-free and affordable as possible. So don't wait until the last minute; call today and let us help you get your taxes in order!

Parabolic Asset Management - San Diego Financial Advisor

At Parabolic Asset Management, we provide experienced financial services to help you protect and grow your wealth. We specialize in automatic investments that limit losses from the market, as well as bond alternatives that reduce exposure to rising interest rates. In addition, we offer free financial planning and simulations to ensure your retirement path is on track. Our team of professionals has over 20 years of investment management experience, led by CFA Charterholder Rainier Trinidad. He has the distinction of being one of the few investment managers to successfully navigate through the 2008 Financial Crisis. We are Fee Only advisors, held to the Fiduciary Standard, and we never accept third-party incentives to maintain objectivity. Our goal is to provide the lowest-cost solutions for our clients to meet their investment goals.

LPL Financial

LPL Financial offers free financial planning to new clients and business owners to help them prepare for retirement. We create strategies that reduce taxes and generate income for the future. 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.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

InvestEd

At InvestEd, we provide free financial planning, investment advising and financial education. Our services are available to all, regardless of the size of their initial investment. We invite everyone to book an appointment with a certified advisor or attend one of our free webinars to learn more about personal finance. With our help, you can make informed decisions that will help you reach your financial goals. 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.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.