Edward Jones - Financial Advisor: Andrew L Klein

Adelphi Retirement Management

Adelphi Retirement Management specializes in 1031 exchange transactions and Self-directed IRA accounts. 1031 exchange is an IRS tax code enabling investors to sell real estate and reinvest the profits tax-free, as long as all IRS regulations are adhered to. Our team works to help clients invest in non-traditional investments such as rental homes, tax liens, private notes, and businesses. We also administer Self-directed IRA accounts, allowing account owners to manage their own investments. We provide guidance and assistance to ensure that all transactions remain compliant with IRS regulations. 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.

Affinity Insurance and Financial LLC: Allstate Insurance Personal Risk Management, Retirement Protection

Having grown up in Sapulpa, I'm familiar with all of Creek County. I've been serving my neighbors and meeting new residents since opening my doors in 2006. When you come into my agency, you'll find a kind, educated and efficient team. Each member is dedicated to helping customers choose coverage that suits their needs and helps protect what matters most. We help with traditional insurance products as well as Personal Risk Management, Retirement Protection, Business insurance and more. Stop by my agency, located one block west of South Hickory Street on West Taft Avenue, or give us a call today.

Nayeli Ballesteros

Retirement planning can be a daunting task, with its complexities and uncertainties. Nayeli Ballesteros provides a dynamic and holistic approach to retirement planning, ensuring her clients are provided with the consistency and confidence they need to make informed decisions. Her focus is on providing her clients with the protection they need to ensure their hard-earned wealth is not lost in a moment. Nayeli Ballesteros offers a wide range of services to help her clients plan for their retirement, from risk management and insurance to portfolio optimization and financial planning. She has a team of experienced advisors that provide her clients with the knowledge and guidance needed to make informed decisions about their retirement planning.

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.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Lori Smith- Southern Nevada Realty & Property Management

Lori Smith- Southern Nevada Realty & Property Management is a full-service real estate brokerage firm offering residential, single and multi-family, luxury home sales, commercial buildings, offices, centers, and portfolio management. With a team of experienced professionals, they provide leasing services and full service property management, as well as residential and commercial sales and leasing. Furthermore, their broker is also a fully licensed financial advisor providing personal and business financial planning, insurance, retirement, investments, and management. The team at Lori Smith- Southern Nevada Realty & Property Management are dedicated to providing comprehensive real estate services for their clients. They strive to offer the best in customer service, providing reliable and knowledgeable guidance through every step of the process. With their expertise in the industry, they are able to provide tailored solutions to fit the individual needs of each client. Their commitment to excellence ensures that clients have a seamless experience when working with them.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

360 Lifetime

Whether your goal is to save for retirement, take a vacation, pay off debt, start a business, purchase investment property or even lower your tax liability, we are here to customize a plan that fits your needs. Our business name exudes the type of relationship we want to establish with our clients. A lifetime relationship while using a 360 Approach which focuses on every single aspect of your finances. Taxes is extremely important since over 30% of your finances may be dedicated toward federal, state taxes, Social Security, and Medicare. Personal Finance: We specialize in devising a plan to help you reach your personal financial goals in the areas of savings, debt, credit management, and retirement planning. Bookkeeping and Accounting Services: We specialize in preparing and processing financial statements and manage your income expenses. Tax Preparation: We specialize in individual and corporation tax preparations and filings and back taxes. We offer electronic filings in all 50 states and also can set you up with a virtual tax appointment. Business start-up services: Legal entity selection, and incorporation.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

Andrew Clyne, LUTCF - Aggregate Wealth Management

A fee-based financial advisor can help you plan for the future and manage your retirement income. They have the necessary expertise to guide you through the financial planning process, helping you make informed decisions about your money. This can range from investment strategies and long-term goals to portfolio management. They can also help you stay on track with deadlines and paperwork, providing peace of mind throughout the entire planning process. The right advisor can be instrumental in helping you achieve your long-term financial goals and prepare for retirement. They can provide assistance in understanding complex financial products, providing advice that is tailored to your individual circumstances. With a fee-based financial advisor by your side, you can make sure that your investments are able to generate steady returns and that your retirement will be comfortable. A fee-based financial advisor is an invaluable resource to help you navigate the often confusing world of financial planning and retirement income planning. They are experts in the industry and can provide advice that is tailored to your individual needs. Don't go it alone – find the right advisor today and get the help you need to get on track for a secure financial future.

Richard Little - Serenity Wealth Management

Richard Little of Serenity Wealth Management is an experienced fiduciary financial advisor and Certified Financial Planner™ who assists individuals, families and business owners. With nine years in the field and eight years as a financial advisor, Richard has a focus on financial planning and advanced wealth and tax strategies. We provide our clients with an integrated and holistic view into their finances. As a CFP® all active clients receive free financial plans which include live access to assets and liabilities for advanced net worth tracking. This includes accounts held with us and elsewhere. Richard encourages clients to come to him for financial advice on any aspect of their lives, such as purchasing a new home, getting their budget in order or analyzing job offers. For certain clients, we work with local CPA's to provide an all-in-one service at no extra cost, helping to identify strategies usually overlooked when both professions are not working together. The services we offer include: retirement planning, investment management, portfolio management, tax planning, certified financial planner™ CFP® and fiduciary.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

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.

Comprehensive Advisor

Comprehensive Advisor is a financial services firm based in California providing retirement, legacy, investment management, life insurance, and long-term care planning. They offer professional advice to help clients reach their financial goals. Their team of experienced advisors provide personalized strategies tailored to each individual’s needs. Investment advisory services are offered through AE Wealth Management, LLC (AEWM). Comprehensive Advisor and AEWM are not affiliated companies. C.A. Financial & Insurance Services #6000262. 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.