Antolino & Associates

Preserve Services

Preserve Services has been providing painting, carpentry, roofing and gutter services for over 18 years in Massachusetts. As a locally-owned and operated company, not a franchise, we have gained a solid reputation based on our 376 customer references in the North Shore. Contact us now to receive a free estimate. 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.

Harrington Wealth Services

Harrington Wealth Services is a financial services firm that specializes in helping clients manage their investments, brokerage accounts, retirement accounts, college savings, and more. They offer services such as 401(k) planning, stock and bond investing, mutual fund and ETF investing, financial planning, profit sharing, life insurance, and long term care insurance. Their goal is to help their clients achieve their financial goals by providing comprehensive and tailored financial advice and services.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.

Affirm Wealth Advisors - Ameriprise Financial Services

Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC., We know a lot of people struggle to feel confident about their financial future. That's why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve. Retirement Planning Strategies Wealth Preservation Strategies Estate Planning Strategies Intergenerational Planning Retirement Plan Distribution Insurance Tax Planning Strategies Investment Management Executive Compensation and Benefit Strategies Family Finances Saving for Education Charitable Giving Cash Flow Management Strategies Small Business Sustainable Investing Biblically Responsible Investing ESG Investing Strategies

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial 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.

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.

Whitestone Wealth Management Services

Whitestone Wealth Management Services provides comprehensive asset management services for individuals, 1031 exchanges, affluent families, trusts, and foundations in Central and South Texas. We specialize in helping clients reach their financial goals by creating tailored investment strategies that are tailored to their specific needs. Our experienced team of professionals is dedicated to helping our clients build, grow, and protect 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.

Wealth Lock Insurance Services

Wealth Lock Insurance Services provides tailored risk management and insurance solutions for businesses, families, and individuals. Our offerings include business, home, and car insurance coverage. We provide the best protection for our customers' needs.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.

Wealth Management Services

At Wealth Management Services, our team, strategic partnerships, and commitment to providing clients with the highest level of trust and confidence set us apart. We strive to go that extra mile to ensure our clients are taken care of.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.

Ward Wealth Management Service

Ward Wealth Management Services, Inc is an independent registered investment advisor based in Stillwater, OK. Our mission is to provide impartial and unbiased financial advice to businesses and individuals who don't have the time or inclination to manage their investments at a professional level. Our experienced team of advisors is here to help you create a customized portfolio that meets your unique objectives and goals. We strive to provide our clients with comprehensive, personalized advice that will help them meet their long-term 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.

Home Wealth Financial & Insurance Services

Navigating the complexities of Medicare can be daunting, especially for those who are new to the program. Home Wealth Financial & Insurance Services offers a comprehensive approach to helping its clients understand and choose the right plan that best suits their needs. With an experienced team and a great success rate, Home Wealth Financial & Insurance Services provides its clients with an invaluable service. For more information or to set up an appointment, please call 619-434-0011. Home Wealth Financial & Insurance Services has the expertise to help make the process of selecting the right Medicare plan stress-free. Not only does the company have a team of experienced professionals, but they also have an exceptional track record of helping their clients find the perfect plan. Their friendly and knowledgeable staff is dedicated to providing the best customer service and peace of mind in knowing that the right plan has been chosen.

Robert J. Hopp - Denali Law Firm

The Denali Law Firm is made up of a dedicated team of legal professionals, all with extensive experience in the law. Our goal is to provide our clients with tailored legal services that will help them achieve their objectives. To do this, we offer expertise in various fields including Wealth Preservation & Administration Services, Corporate Services, Intellectual Property, Real Estate, and Litigation. Wealth Preservation & Administration Services include wills & trusts, probate & elder law, family limited partnerships, succession planning, liability planning & asset protection, and tax planning. Our Corporate Services take care of entity selection and formation, corporate compliance, registered agent services, capital formation, mergers & acquisitions, and owner & buy/sell agreements. When it comes to Intellectual Property, we offer assistance with copyrights, trademarks, patents, infringement representation, development counseling, and sports & entertainment. We also specialize in Real Estate, covering purchase & sale, commercial real estate, development, leases, capital structure, and construction matters. Finally, we handle General Civil Litigation, Commercial Litigation, Construction Defects, Mediation, Arbitration, and cases in State & Federal Courts.

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas.  We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers,  Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, Tempe, Gilbert, Mesa, Chandler, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Travis Gabler - Private Wealth Advisor, Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand those changing markets and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.