Garman Investment Group

Deacon & Deacon Insurance Agency locally owned, independent employee benefits, insurance, and investment consulting firm

Deacon & Deacon Insurance Agency is a locally owned, independent employee benefits, insurance, and investment consulting firm. Our only purpose is to help you align your financial goals through a thorough analysis of your situation, and to assist you. As independent professionals, we have partnered with highly rated companies and will work with you to find a viable solution to your needs. Call us today for: Insurance Plans for Employer Groups, Individuals, Families, Self-Employed Employee Benefits Health Insurance Life Insurance (Term, Whole Life, Universal Life, etc.) Long Term Care Insurance Disability Income Insurance Retirement Plans 401K rollovers IRAs Business Succession Planning, Key Person Life Insurance Planning, Buy-Sell Agreements.

Independent For Life Financial Services

Independent For Life Financial Services is a full-service financial organization that offers solutions such as 401k Rollovers, Personal and Business Planning, Estate/Legacy Planning and Distribution, and HiPAA Compliant services. Our team of certified professionals have over 50 years of combined experience in the industry and work with many of the most highly rated carriers in the market. The services Independent For Life Financial Services offers include free consultations, next-day funding, e-commerce, in-store, on-the-go, virtual terminals, non-profit gifting, recurring billing, email invoicing, ATM services, and management systems for inventory, employee, and customer service.

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). 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.

The Financial Architects

The Financial Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planning, health insurance, key man insurance, business insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare Supplements. They specialize in helping individuals and businesses achieve their financial goals. 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.

Pacific Coast Wealth Management

Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.

Rowell CPA Group

Rowell CPA Group is a full-service, family-owned accounting firm offering a variety of services. We specialize in tax preparation, estate planning, payroll services, tax minimization planning, IRS issues, 401K rollovers, offers in compromise, state tax issues, audit help, the Affordable Care Act, setting up a new business, 1099 preparation, personal property returns, sales tax returns, 501c3 charities, sale of business, succession planning, QuickBooks training, health insurance, life insurance, annuities, 403B rollover, 457 rollover, safe retirement options, and free consultations. Our experienced team of professionals is dedicated to providing our clients with the best advice and highest quality work. We are committed to helping our clients reach their financial goals through sound planning and creative solutions. Our expertise extends beyond tax and accounting, and includes health insurance for both individuals and small businesses.

Julie G. Merrill C.P.A., P.A

Julie G. Merrill CPA, PA has been serving the Edina, Minnesota community for over 30 years. We are committed to helping our clients get the most from their tax returns. Our services include filing returns for individuals, partnerships, corporations, fiduciaries, estates and trusts, as well as international returns such as Canadian and UK. In addition, we can help you set up retirement plans with profit-sharing components and 401k plans. During tax season, we offer extended hours, and appointments outside of regular business hours can be scheduled. Contact us today and let us show you how to save. Our team of experienced professionals is dedicated to providing quality service and advice to ensure you receive the best possible outcome.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.

Infinium Investment Advisors

Infinium Investment Advisors is a Denver financial advisor dedicated to the needs of emerging affluent, young-to-senior execs and pre-retirees. With more than 30 years of experience in asset management, we offer comprehensive wealth management services including financial planning and investment management. Our independent advisory firm provides services to clients in Colorado, Michigan, Nevada, the United Kingdom, and beyond. Infinium takes a unique approach to risk management by adjusting assets based on current and anticipated markets, with priority given to protecting capital. This allows our clients to free up their time and energy to focus on family, career, philanthropic pursuits, and personal development. As part of our plans, we specialize in 401k Rollover and IRA Rollover work. At Infinium Investment Advisors, we understand the value of your trust and work to honor it. Our experienced team uses a fresh approach to asset management that helps you get the most from your investments. Contact us today to learn more about our services.

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.

Coastal Payroll

Coastal Payroll is a local payroll services provider based in San Diego, catering to the needs of small to mid-size businesses. We offer comprehensive payroll solutions and various other services such as HR, time and attendance systems, 401k plans, workers compensation insurance, and background checks. Our team provides personalized customer service, an easy to use payroll system, and considerable cost savings compared to larger companies like ADP or Paychex (usually 30-40% less). We differentiate ourselves from other payroll providers in the market by giving our clients the highest quality services and experiences. Our team is dedicated and experienced, allowing us to provide exceptional customer service and unbeatable value for money. With Coastal Payroll, you can rest assured that your payroll processing will be safe, secure, and efficient.

Legal Ink

Legal Ink is an independent business providing professional legal document preparation services. We specialize in areas such as divorce, child custody, child support, spousal support, modifications, qualified domestic relations orders, marital settlement agreements, declarations, prenuptials, judgment collection, name change, notary services, process server, wills, power of attorney, living trusts, resume preparation, contracts, travel letters for minors, and general forms. Our team is also now offering financial services, including 401k rollovers, term and whole life policies, and investment options. All of our services are registered, certified, and bonded, and we are committed to providing the highest quality of customer service. Call us today for more information. 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.

Hms Insurance Associates

At HMS Insurance Associates, we are committed to providing comprehensive risk management services and financial planning for individuals and businesses. We offer a wide range of services, including surety bonding, captive programs, risk management services, claims mediation, employee benefits, life and health insurance, retirement and 401K plans, personal home and auto insurance, boat and recreational insurance, renters insurance, flood insurance, and motorcycle insurance. Our team is dedicated to helping you make informed decisions about your insurance needs and protecting your assets. We strive to be more than just an insurance agency; we are a trusted partner that provides professional advice and innovative solutions tailored to your unique situation. Our experienced staff is well-versed in the latest industry trends and can help you find the right policy to meet your needs. We pride ourselves on delivering superior customer service and delivering timely and accurate information to our clients.

Henry Novak

If you're a Texan and married, and you work for an employer who sponsors a 401K or other retirement plan, you may be able to access some of the wealth in that plan to invest in real estate. The assets in your plan are community property and as such, owned by both you and your spouse. Through provisions of the Texas Family Code, you and your spouse can enter into a written agreement to divide these community property assets into two separate property estates, one in your name and one in your spouse's name. Once the agreement is in place and the partition is established, you can then rollover your 401K plan into a self-directed IRA at Henry Novak. From there, you can begin investing the money in real estate and other ventures. With the help of experienced professionals, you can develop a portfolio that works best for you and maximize the potential of your 401K funds.

Investment Counseling Services

Investment Counseling Services, Inc., led by Terry Kingsbery, is an independent investment advice firm. We strive to provide our clients with the best fiduciary-driven and fee-only private investment advice and counsel while educating them on financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to financial security. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management, all without transaction fees, cancellation fees or commissions. At Investment Counseling Services we help you create the future you want. We develop detailed plans to meet your goals according to your risk tolerance and timeline. With our expertise and guidance, you can achieve financial success and peace of mind.