Bobby Peters,CIMA®,CRPS®

James Koltes - UBS Financial Services Inc. A Global Financial Services Firm

UBS Financial Services, located on K Street N.W. in Washington, D.C. A branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including: Financial planning, retirement planning, estate planning. Investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries. With 39% of its employees working in the Americas. 38% in Switzerland, 16% in Europe. 7% in the Asia Pacific time zone.

Business Resource Bookeeping & Financial Services

Business Resource Bookeeping & Financial Services is a professional firm that helps its clients with tax planning and preparation. Our team keeps you up-to-date on any new tax laws that might affect your business, and we also provide services such as payroll and financial advice. We strive to provide the best services, so you can rest assured that your finances are in good hands. 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.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

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.

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.

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.

PD&C Financial Services

PD&C Financial Services is a specialized financial services firm dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services including refinance loans, buy-and-hold investments, multifamily financing, rental financing, rental portfolio financing, OO and NOO loans, new construction, tax return preparation and filing, accounting and bookkeeping, insurance and annuities brokerage, business credit builder coaching plans, and business credit builder concierge plans. Our team of experienced professionals is committed to providing quality service and guidance to our clients. 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.

Quality & Superior Financial Services

At Quality & Superior Financial Services (Q&S), we are a boutique Tax and Debt Solutions Firm that focuses on providing top-notch services to busy families and small business owners. We pride ourselves on providing quality, personalized service and building long-term relationships with our clients. Our team of professionals is dedicated to delivering the best possible solutions and results for our customers. Our services include tax and debt solutions, such as preparation and filing of tax returns, tax planning, debt resolution, and financial planning. We also offer remote services to accommodate the needs of our clients, helping them save time and money. Our commitment to excellence ensures our clients receive the best possible advice and guidance as they move forward with their financial goals.