Charles W McGrath Jr, CPA, PC

Primerica personalized Primerica Financial Needs Analysis

About Gerry WardleI joined Primerica in 1986 after hearing about a business opportunity from a friend. At that time in my life, I was working as a hospital administration and was searching for away to increase my income. Primerica allowed me to be my own boss, work as many or as little hours as I chose and enjoy an unlimited income potential. For me, the Primerica Opportunity was a dream come true. Today, my organization continues to grow and I am on my way to fulfilling my goals and dreams. Please contact me for more information on the Primerica Opportunity and how you can receive a free, personalized Primerica Financial Needs Analysis.

Stone Management Group

Stone Management Group is a full-service property management and real estate consulting firm that provides comprehensive services to help clients reach their business goals. Our team of experts utilizes innovative tools and strategies to create effective solutions tailored to each individual need. We pride ourselves on our commitment to delivering quality results and customer satisfaction.Our experienced staff provide a wide range of services, including property management, leasing, sales, market analysis, and financial analysis. We also offer creative solutions for investment opportunities and capital improvements. Our team is dedicated to helping our clients succeed in all areas of their business.

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.

Mumy Financial Advisors, LLC

Mumy Financial Advisors, LLC is an independent financial advice provider specializing in helping individuals and businesses understand their financial solutions. Our team of professionals have the knowledge and expertise to provide advice on asset allocation and diversification, cash flow analysis, education expenses, estate planning, financial planning, insurance analysis, and retirement strategies. We strive to create tailored plans that best suit each individual's or business's unique situation, ensuring that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy to review existing policies and determine if they are providing the right amount of coverage. At Mumy Financial Advisors, LLC, our experienced advisors can provide you with the guidance you need to make informed decisions about your finances. We will work with you to develop a plan that takes into account your current resources and future goals. Whether you are an individual looking to plan for retirement or a business seeking to optimize investments, we will be with you every step of the way. With our help, you can feel confident and secure in your financial future.

West to East Business Solutions

West to East Business Solutions LLC (WEBS) is a full-service accounting, finance, and business management consulting firm, based in Phoenix, Arizona. Who We Serve At West to East Accounting Solutions, we enjoy working with businesses in a number of different industries. No matter what type of business you run, we will draw on our knowledge of accounting and financial strategies to keep your business on track. We spend time learning about your business, so we can deliver the right combination of accounting services, tax planning, and professional advice that will give your company a competitive edge in the marketplace. WEBS Services To build a successful company, the ability to produce accurate and timely accounting and financial information is indispensable. However, many small to mid-size companies cannot sustain an entire accounting team. CFO/Controller Management of Accounting Department Budgets and Forecasts Audit Coordination Accounting Manager/Senior Account Coordinate with Staff Accountants Account Analysis Month-End Closing Staff Accountants Reconciliation Accounts Payable Accounts Receivable QuickBooks Deltek Financial Analysis Financial Planning Financial Statements Payroll Advisory Services HR Services Business Consulting Services

Highlight Solar

Highlight Solar is the Bay Area's premier residential and commercial solar panel installation and energy storage provider. Our professional installers are licensed, bonded and insured, and have extensive experience in building solar electric systems and solar batteries to the highest standards - making us the preferred partner for all your residential and commercial solar needs. We provide free solar electric site inspection, free solar financial analysis and free solar system design. We also have a variety of financing options available, including leases and financing with no money down. Pool owners can take advantage of pool solar panels (collectors) to extend their swimming season. These are more reliable, durable and cost-effective than heating pumps and gas heaters, and there is no need to replace existing filtration systems. At Highlight Solar, we are committed to making the switch to solar power as easy and affordable as possible. Contact us today for a free consultation.

Mr Mike Financial

At Mr Mike Financial, our mission is to help people reduce their debt and build wealth. We provide our clients with the knowledge and resources necessary to turn their debt into a tool for success. Our customised programs provide guidance on the potential risks associated with debt and how to use it to your advantage. Furthermore, we offer free financial analysis tailored to each individual’s financial situation. Our team of professionals has the expertise and experience needed to help you make the best decisions for your financial future. 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.

VestorCorp Financial

VestorCorp Financial is a private lender based in Texas, committed to providing real estate investors with quality service and financial analysis for their projects. We specialize in residential flips and construction, offering creative financing solutions up to $5MM for single-family homes and larger commercial purchases. Our team has decades of experience in the construction industry, ensuring customers get the best advice and guidance throughout their investment journey. From start to finish, we are here to partner with you on your next real estate venture, whether you're a new investor or an experienced professional. 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.

Brett Coulter - Presidio Real Estate

Earning a Bachelor's degree in Accounting, I graduated with honors and then went on to gain an MBA. I worked in the corporate world in Business Intelligence and Financial Analysis, and even trained as a Federal Agent with the Secret Service. This experience inspired me to become a Realtor, so I could provide corporate professionals with all the care and attention they need when it comes to the legal process of buying and selling a home.I am now a Realtor with Brett Coulter - Presidio Real Estate, which has been highly regarded for its commitment to looking out for the best interests of its clients. As a real estate advisor, consultant, and service professional, I provide white-glove service for buyers and sellers alike. In addition, I can direct them to the very best lending options through TruPointe Mortgage and Logan Stapley. Buying a home is one of the most important legal agreements anyone will enter into in their life, and requires knowledge in many areas including Real Estate, Accounting, Marketing, Finance, Criminal Investigations, and Business Law. It is for this reason that having an experienced and educated Realtor is essential.

Luo, CPA

LUO CPA PLLC, previously known as Johan Tax & Accounting is focusing on serving small businesses and individuals throughout 50 states within the USA. Johan Luo, managing partner, managed a team of CPAs and accounting professionals, specializing in business tax planning and the related tax services, individual taxes planning and the related tax services, tax audit representation, small business accounting and payroll services, business advice and financial statements and analysis,and so forth. If you have a question about our tax or accounting services, feel free to give us a call or fill out the form below to get in touch with us. We look forward to working with you!

Jonis Realty

-Property acquisitions -financial analysis -syndication -condominium conversions -real estate development -residential, commercial and retail brokerage.

Sheryl Dryer, CPA

We provide a host of financial services to clients from a variety of backgrounds. Business valuations and business appraisals are an integral part of what we offer, allowing our clients to accurately determine fair market value for buy/sell, divorce, estate/gift tax, partnership, and SBA loan purposes. Additionally, our firm also provides forensic accounting services. By quantifying lost profits and missing money, our team is able to accurately determine economic damages. We understand the difficult situation of divorce, and we provide financial analysis and support for traditional and collaborative divorces. Our services can also be utilized in litigation support and expert witness cases, dealing with the financial aspects of divorce, lost profits, fraud, lost income and wages. Our firm also offers mediation services to help individuals find solutions to financial disputes. In addition, we can serve as a financial neutral for collaborative divorces. Finally, our team also provides tax return preparation services for individuals and businesses. With combined decades of experience and expertise, we ensure that all returns are accurate and compliant with state and federal laws.

John J Griffin, CPA

John J. Griffin, CPA is your reliable source for professional tax services in the Chicago area. We are dedicated to providing our clients with education and financial savings. Our team of experienced professionals specialize in personal taxes for individuals and families, corporate taxes, payroll taxes, multi-state tax compliance for businesses, not-for-profit filings, offer and compromise with the IRS, and response to tax notices from the IRS and other regulatory entities. We also provide a range of general financial services such as system setup and maintenance, compilation of financial statements, cash flow management, budgeting and forecasting, CFO and controllership services on a temporary or part-time basis, expert Excel spreadsheet design and utilization, and advanced financial analysis projects. Our team has the knowledge and expertise to provide the best service to our clients.

Hooker CPA Firm

With the ever-increasing competition in the Greater Houston area, it is important to have knowledgeable and experienced professionals on board to ensure your business remains financially sound and you can concentrate on what you do best. Hooker CPA Firm is here to help with its team of financial experts offering their services and advice. Our Houston CPA firm stands out for its years of experience in the field, its knowledgeable staff and its commitment to help clients achieve success. We provide comprehensive services including tax compliance, financial planning and analysis, bookkeeping, auditing, payroll and other accounting services. With our expert advice and assistance, you can be sure that your business will remain financially stable and successful. Contact us today for a free consultation!