TIAA Financial Services

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.

Amado Flores - State Farm Insurance Agent

Amado Flores - State Farm Insurance Agent is dedicated to helping people protect their properties and plan for the future through risk management. Located in Fort Worth, Texas and serving the entire state, our team is here to provide auto, homeowners, life, renters, and health insurance as well as financial services, retirement planning, financial products, and college planning. We have customers in the surrounding areas of Keller, North Richland Hills, Watauga, Haltom City, Saginaw, and Hurst. Our office consists of highly experienced professionals who are committed to providing excellent customer service. With years of experience in the industry, our team offers quality advice and a wide range of services to help you make the best decisions for your needs. Our goal is to help you achieve financial security and success.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial 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.

Louis Tommasino CPA & Associates

Louis Tommasino CPA & Associates is a full-service accounting firm with a focus on providing quality services to small businesses and clients in the entertainment industry. Led by Louis Tommasino, the firm's mission is to provide long-term solutions that ensure financial security and soundness for each client. Louis has an extensive background in public accounting, government controllership, and private CPA practice. The firm offers a variety of services, including business management, accounting, estate and trust planning, tax preparation, trustee services, business consulting, tax management, planning and management advisory, entertainment services, reviews and compilations, financial and retirement planning, IRS representation, entity selection and restructuring, pension and profit-sharing plans, business valuation, assurance and advisory services, litigation support and forensic accounting, bookkeeping/write-up, QuickBooks accounting assistance, cash flow and budgeting analysis, mergers and acquisitions, and IT services. Louis Tommasino CPA & Associates strives to provide professional, reliable, and comprehensive accounting services to their clients. They are committed to helping their clients maximize their financial security and success.

TIAA Financial Services

At TIAA Financial Services in San Antonio, TX, our mission is to help clients plan for lifelong income, save for retirement, and achieve financial goals. Our team of experienced wealth management advisors are dedicated to providing a comprehensive suite of services designed to promote lifelong financial well-being. Appointments can be made to meet with an advisor and discuss the best options for your individual goals. To schedule an appointment, please call (866) 842-2952. 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.

TIAA Financial Services

At TIAA Financial Services in San Diego, CA, our mission is to help clients reach their financial goals. Our experienced advisors are dedicated to providing lifelong financial well-being through planning for retirement, creating income streams, and making sound investment decisions. We provide personalized advice and support to ensure that our clients' needs are met. Our team of highly-trained wealth advisors are available by appointment to help you plan for your future. We strive to create the best possible experience for our clients, offering attentive and compassionate service. Call us today at (877) 554-1008 to schedule an appointment and get started on your journey to financial success.

TIAA Financial Services

At TIAA Financial Services in Charlotte, NC, our mission is to help clients achieve their financial goals and secure a lifetime of financial well-being. Our team of wealth management advisors are available by appointment to provide advice on retirement planning, saving for the future and smart investment decisions. Our advisors are committed to providing tailored guidance to meet each individual's needs and goals. We strive to offer personalised service to ensure that our clients have the knowledge and resources they need to reach their financial goals. Call us today to schedule an appointment and get started on your path to financial success. (877) 535-3910.

TIAA Financial Services

At TIAA Financial Services in Brentwood, MO, we strive to help clients reach their financial goals. Our team of wealth management advisors are dedicated to providing comprehensive advice to ensure lifelong financial security. We focus on planning for sustained income, saving for retirement, and making wise investment choices. Our advisors are available by appointment to assist our clients in achieving their financial dreams. We offer an array of services to ensure that our clients have the best possible financial experience. Our experienced advisors will provide personalized guidance, tailored to each individual's own unique needs. Our team is committed to helping clients make informed decisions and achieve their financial goals. Call today to schedule an appointment and start your journey towards a secure financial future (888) 842-0162.

TIAA Financial Services

At TIAA Financial Services in Coral Gables, FL, our advisors strive to help clients achieve financial well-being and lifelong income. Our team is available to assist with retirement planning, saving goals, and other financial objectives. The Coral Gables location is a small satellite office, so call now to make an appointment (305) 448-8568. We are committed to providing the highest quality of service and personalized attention for each of our clients. Our advisors have the knowledge and experience to offer knowledgeable advice and practical solutions tailored to 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.

TIAA Financial Services

At TIAA Financial Services in Seattle, WA our mission is to help clients achieve financial success and stability. Our wealth management advisors are available to provide comprehensive financial planning services that support lifelong income, retirement savings, and smart investment decisions. We specialize in helping our clients create plans that will ensure their financial security and well-being over time.Our team of financial advisors are available by appointment to provide personalized guidance and advice. We understand the importance of meeting our clients’ individual needs and strive to create a tailored plan to meet their goals. With years of experience in the field, we are here to help our clients build a strong financial future. To get started, simply call us at (866) 928-4221 to schedule an appointment.

Strategic Tax Accountants

Grand Reve Financial Inc is a strategic tax accounting firm located in Jacksonville, Florida. Our mission is to provide our clients with the best possible accounting services and solutions. We specialize in a wide range of services such as bookkeeping, tax preparation and filing, accounts payable, notary services, retirement planning, life insurance, health insurance, CFO services and payroll. Our team of highly qualified professionals has the know-how to get you the most out of your finances. We are dedicated to providing our clients with the highest level of service and satisfaction. Give us a call today for an estimate.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.

TIAA Financial Services

TIAA Financial Services in Nashville, TN is dedicated to helping clients achieve their financial goals. Our wealth management advisors offer comprehensive financial planning services, including creating retirement savings plans and making smart investments. We strive to provide lifelong financial security for our clients through our wealth of knowledge and expertise. Our team of experienced financial advisors are available by appointment to discuss your individual needs and goals. Our advisors have the skills and resources to help you make informed decisions and guide you through the process of building lifelong financial security. Call us today to schedule an appointment and start planning for your secure financial future.

Fields Financial Planning

At Fields Financial Planning, our mission is to provide comprehensive financial and retirement planning services to families and individuals in the Columbus, Ohio area. We help our clients understand their overall financial picture, set goals for the present and future, and recognize the interconnectedness of all aspects of a financial plan. Our experienced team is trained to help clients maximize their Social Security benefits, plan income distributions, analyze portfolios objectively, and prepare for their legacy. We are also knowledgeable in life insurance and long-term care options. As independent advisors, we have access to a variety of strategies and products to meet our customers' needs. Contact us today to find out how we can help you achieve your financial goals.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.

Charles Schwab

Charles Schwab established a brokerage firm with the goal of providing a more modern approach to wealth management. They have been serving clients for over 40 years and have developed products and services that put their clients' needs first. They offer personalized financial advising, retirement planning and investment research as well as workshops covering a range of topics from investing basics to complex trading strategies. They strive to create an environment where their clients can make informed decisions about their finances and investments. The team at Charles Schwab is committed to helping their clients achieve their financial goals. They provide a wide range of services including online investing, portfolio management, and more. Their team of experienced professionals are here to help clients navigate the ever-changing markets and develop a plan that works best for them. In addition, they offer complimentary workshops to educate their clients on various aspects of investing.