Edward Jones - Financial Advisor: James M Kelly

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Ruth Goldstein - Mainstreet Financial Group

Retirement planning is no longer as simple as it once was. Social security and pensions are often not enough to cover costs and require an intentional income plan. To assist with this, Ruth Goldstein from Mainstreet Financial Group offers consultation services over the phone, by Zoom or in person. Mainstreet Financial Group provides personalized retirement planning advice to ensure that clients have the best possible chance of succeeding in achieving their financial goals. The team is knowledgeable, experienced and dedicated to providing the best customer service. They take the time to understand each client's individual needs and create a tailored plan to maximize their retirement savings. With their guidance and expertise, individuals can have the confidence to prepare for a secure financial future.

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. 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.

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.

Pie Charts

Pie Charts Financial is an independent, fee-only Registered Investment Advisor that specializes in personal financial planning and low-cost investing. Our flat annual fee structure allows clients to know exactly what they are paying for our services. We provide guidance on what to buy, how much, and why; the client then decides where to custody the account and when to implement the strategy. Our team offers comprehensive plans with annual reviews and ongoing support throughout the year. We strive to provide impartial advice without any compensation from other products or service providers. Our mission is to empower clients to make informed decisions and secure their financial future.

Ramsay & Associates, Ltd - CPA

At Ramsay & Associates, Ltd - CPA, our goal is to provide quality business, personal and financial planning advice. We are a premier planning and consulting firm, committed to helping our clients build a solid foundation for their financial future. Our experienced certified public accounts are dedicated to offering high quality services with mutual trust and respect. We offer a wide range of business and personal financial services including tax planning and preparation, accounting, software installation and training, as well as business consulting. We also can assist with audit help, research and development credit, business valuation, benefit plan consulting, and succession planning. Our team strives to get to know each client in order to maximize their wealth and help them gain confidence in making decisions about their business and personal financial future. We are here to educate you on how to make wise financial decisions that will benefit your future. If you’re interested in learning more about what we have to offer, please visit our website or call us at 651-429-9111.

Redstone Financial Group

Redstone Financial Group is a financial services provider that offers tailored advice and solutions to businesses and individuals. Our focus is on building our clients' net worth and protecting their most important assets. We specialize in providing successor planning, pension, profit sharing, employee benefits and incentive plans for closely-held companies in a variety of industries including wholesale, retail, banking, real estate, professional services, construction, manufacturing, health care and food service. Additionally, we assist individuals with personal financial planning from budgeting to investment advice* to estate planning. Our team of experienced professionals is committed to providing practical advice and cost-effective products and services.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.