Oakwood Wealth Management

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.

James Financial Service

James Financial Services, a Virginia Beach CPA firm, has been providing quality accounting services to clients in the area for over 35 years. Our main focus is helping our clients save money by offering sound financial advice and strategies that will bring them greater performance and cost savings. We begin by getting to know each of our clients and understanding their financial goals. After this initial assessment, we carry out a thorough analysis to determine how best to help them achieve their goals. This includes providing warnings against any financial investments that could be detrimental to their future. We construct a comprehensive plan tailored to their needs, so they can be confident that their financial objectives are on track year after year. Furthermore, we offer a guarantee on our work. Should any mistakes be made, we will pay any associated penalties and interest, giving our clients the peace of mind that they are getting the most value out of their financial resources.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can 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.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

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.

Edward Jones - Financial Advisor: Samuel L. Goodfriend

In these uncertain times, it's important to have someone to turn to for support and guidance. At Edward Jones - Financial Advisor: Samuel L. Goodfriend, we understand the concerns you may have about your physical and financial health. We're here to listen, provide assistance and help you navigate these challenges. Our team of experienced professionals is dedicated to helping you achieve your financial goals. We offer personalized advice and strategies, such as retirement planning, saving for education and tax-smart investing. Our commitment to providing quality service and tailored solutions sets us apart.

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.

Smith Financials

Smith Financials LLC provides high quality financial services and strategies for individuals and businesses across the United States. Led by Carlos D Smith, Smith Financials LLC offers a wide range of services that includes credit consulting, credit repair, business consulting, funding solutions, tax preparation, and loan services. The company has an extensive network of resources that help clients to maximize profits and reduce taxes. Moreover, the team at Smith Financials LLC is highly experienced in helping clients with start-up capital, refunds from the IRS, and other financial needs. At Smith Financials LLC, the team is dedicated to helping clients navigate the complex world of business and finance. They offer credit counseling, credit repair, business consulting, and funding solutions tailored to the individual client's needs. The company also assists with anticipation loans, mortgages, car loans, and more. Furthermore, Smith Financials LLC offers the best credit repair services in the industry to help clients improve their credit score and get approved for a new house or business loan.

Edward Jones - Financial Advisor: Nick Miller

In these challenging times, we are here for you, ready to listen, support and work through things together. We understand that it's important to take care of both your physical and financial health, so please reach out and let us know how we can help you.Edward Jones – Financial Advisor: Nick Miller is an investment firm that puts the focus on your financial goals. We provide personalized advice and strategies to help you plan for retirement, save for education and make smart tax choices as an investor. Our team of experienced professionals is committed to helping you achieve your goals.

Wheaton Wealth Partners

Wheaton Wealth Partners is a fee-only, independent Registered Investment Advisor that works to provide clients with personalised financial advice and strategies. They focus on topics such as charitable planning, tax planning, multi-generational planning, and Investment Advisory. 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.

Diversified Concepts And Investments

At Diversified Concepts and Investments, we are committed to providing our clients with the best financial advice and protection services. We specialize in mortgage protection, life insurance, health insurance, annuities, college funding, and retirement planning. Additionally, we offer life insurance policies with "Living Benefits" for individuals with critical, chronic, and terminal illnesses. Our team of experienced agents is dedicated to serving clients nationwide. We uphold our core values of integrity, innovation, and growth in all that we do. 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.

Leiman & Associates

Leiman and Associates is a financial guidance company based in the local area that has been helping individuals and businesses for over 25 years. Our team of experienced, licensed professionals is dedicated to providing personalized financial advice and tax management services to meet our clients' needs. We strive to provide sound solutions for our clients so they can achieve their financial goals. Our services range from basic tax preparation and accounting to more complex services such as business incorporation and financial planning. At Leiman and Associates, we understand the rapidly changing laws, rules and regulations. To help avoid any costly mistakes, we offer our expertise and knowledge to ensure accuracy in all of your tax return filings. We're committed to helping you plan for a secure financial future. Contact us today to arrange an appointment and get started on the path to success.

Evensky & Katz / Foldes Financial Wealth Management

At Evensky & Katz / Foldes Financial Wealth Management, we are committed to providing our clients with the highest quality fiduciary-based wealth management services. Our team is experienced and knowledgeable, enabling us to apply the best investment principles to each individual situation, while prioritizing our clients' interests. We take the time to get to know our clients and their goals, in order to build trusting, long-term relationships. Through our dedication to providing top-notch services, we strive to be seen as a trusted financial advisor. The range of services we offer includes financial planning, portfolio management, retirement planning, and investment planning. We understand that every client has unique needs, so we strive to provide tailored advice and strategies to help them achieve their goals. Our commitment to making sure our clients' interests come first makes us stand out from the rest. Contact us today to learn more about how we can help you.

JBL Financial Services

At JBL Financial Services, our mission is to make smart choices with your money and provide a step by step strategy that fits your lifestyle. We strive to preserve and protect the assets you've worked hard to accumulate, create a dependable income stream, and help you find the right insurance plan for your needs. Our team of experienced professionals will work together with you to develop a realistic game plan and guide you through every step of the process. Our services include providing financial advice and guidance on investments, insurance, retirement planning, and other areas of financial management. We have years of experience in the industry and are committed to helping you make the most of your money. We will review your current situation and provide tailored strategies to fit your individual needs. By taking a comprehensive approach to managing your finances, you can feel confident that your money is in the right hands.