Gryphon Financial Partners

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

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.

Starfox Financial Services

At Starfox Financial Services, we have a commitment to Faith, Family, and Finance. As an independent Registered Investment Advisor (RIA), we provide our clients with unbiased advice and the tools needed to build wealth. We work closely with our clients to identify their goals and devise the best strategies to achieve them. Our collaborative team-based approach ensures that everyone is working together for the success of our clients. By having no conflicts of interest, we can focus solely on our clients' needs and objectives. 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.

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.

Financial Voyages

At Financial Voyages, our mission is to assist our clients in securing their financial future by providing independent and comprehensive financial advice and wealth management. We are an objective, unbiased firm that recommends products without being affiliated with any insurance or investment companies. Our team of experienced professionals offer personalized services tailored to the individual needs of each client. Our commitment to our clients goes beyond just providing financial advice; we strive to create a long-term relationship with them. We understand that the best advice and service comes from truly understanding our clients' goals and objectives, and this is why we take the time to get to know each client and develop a strategy that meets their individual needs.

Financial Essentials

Financial Essentials is a financial advisor providing services for individuals, families, and businesses. We strive to provide our clients with the best investment advice and support possible. Our team of experienced financial advisors are committed to helping you reach your goals and make smart financial decisions. We provide a range of services, from retirement planning to wealth management, to ensure you make the most of your money. With our fiduciary model, we strive to provide unbiased and objective advice that is tailored to your specific needs. At Financial Essentials, we are dedicated to helping you make the most out of your finances. Our advisors are knowledgeable in a range of financial areas, providing comprehensive services such as investment advice, estate planning, and tax preparation. We'll work with you to create a unique plan that best meets your current and future needs. We also offer comprehensive investment advice, helping you make the right decisions when it comes to investing. Whether you're looking for guidance on a single purchase or help managing your entire portfolio, our team is here to help.

Chamberlin Financial

Chamberlin Financial Inc is a financial advisory firm that was founded in 2012 and focuses on income planning and wealth preservation. Our mission is to provide the best unbiased advice to help our customers make the right decisions for their families or businesses. We cater to a wide range of services, such as creating income for life, transferring family wealth, reducing risk, tax planning, estate planning, premium financing, business succession, and retirement planning. Our team is contracted with many top-rated insurance companies to make sure our customers are given the best options available. Investment Advisory Services are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. 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.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Uhart Tax & Financial

At Uhart Tax & Financial, we provide a variety of tax preparation and planning services - both in-person and virtual. We cover the whole of America, with a particular focus on San Diego County. Our family-run business has been around for over 40 years and provides expertise in individual tax return preparation, trusts, estates and tax planning, all with a view to helping you reach your financial goals. We not only help you with the filing of your taxes, but also review your financial circumstances for tips and tricks to help you save as much money as possible. We offer advice and guidance on how to take advantage of tax law changes, whether you are buying or selling a home, trading stocks, or dealing with rental property taxes. We work hard to ensure you get the most beneficial tax position available. We also provide estate and trust planning services and can offer assistance with distributions. If you lose a loved one, you can rely on us to be there for you throughout the process. For tax and financial advice you can trust, get in touch with Uhart Tax & Financial today.

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.

First Tech Federal Credit Union

At First Tech Federal Credit Union, we don't work for the benefit of shareholders, but for our members. Our dedication to helping our members reach their financial goals is unparalleled, with personalized services and competitive loan rates. We are investing in you, and that means going further than ever before. We strive to offer unbiased advice, fair treatment and a return to common decency. We want to help you unlock your potential, and achieve the goals that have been eluding you. This is an investment in yourself, and the future you deserve. Our commitment to you doesn't end there. We put our all into providing the resources, time, money and experience to make sure you get the best service possible. It is this passion and commitment that sets us apart from other institutions, and allows us to make promises that we can keep. Invest in yourself, and let First Tech Federal Credit Union be a part of it.

AIO Fee Only Financial

AIO Fee Only Financial is an independent, fee-only financial planning firm that focuses on providing unbiased advice as fiduciaries. They provide comprehensive services such as asset management, retirement planning, taxes, estate planning, and impact investing. Their fee is based on the assets they manage and they work with clients virtually throughout the world. The team at AIO Fee Only Financial often travel to meet non-local clients and specialize in Sustainable, Responsible, Impact Investing. They prioritize their clients' financial well-being and work closely with them to create tailored strategies for their financial goals.

Prism Financial Planning

At Prism Financial Planning, LLC, located in Issaquah, WA, our mission is to provide comprehensive financial advice to our clients on an hourly basis. Our clients are only charged for the financial advice they need, with no additional fees - ensuring that there are no conflicts of interest in our recommendations. Our team of experienced professionals have a wealth of knowledge when it comes to investment and retirement planning, college planning, evaluating insurance risk and personal cash flow analysis. We are committed to providing unbiased and tailored advice to our clients to help them make informed decisions about their finances.

First Tech Federal Credit Union

At First Tech Federal Credit Union, we're here to serve members – not to make a profit. That's why we put our resources and energy towards helping you reach your financial goals. We provide an array of services and competitive loan rates that are tailored to meet your individual needs. Our commitment to helping you succeed goes beyond just offering products and services. We also offer personalized member services to ensure that you get the most out of your money. With this approach, we provide you with unbiased advice, fair treatment, and a return to common decency. We believe in investing in you and your future. That means helping you to become the best version of yourself and achieving the goals that have eluded you for so long. It's time to take advantage of your potential and make the future that you want, deserve, and can have. Invest in yourself and your future with First Tech Federal Credit Union.