Avalon Accounting

Martin Shapiro Registered Investment Adviser

Martin Shapiro Registered Investment Adviser is a trusted resource for financial services in San Diego, CA. We are dedicated to providing the best experience for our clients and strive to retain their trust and loyalty. 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.

Avalon Accounting

Accounting, financial planning, investment advising, tax services, tax prep, business finance, Avalon Also works with individuals, corporate and partnership clients including tribal enterprises, 8(A) firms, non-profits and municipalities as a Certified Minority Firm with the City of Phoenix, ADOT and the Navajo Nation.

Wealth Management Partners of Los Angeles

Mr. Tuckman is a Financial Advisor (adviser) in the Los Angels area. We will start with a phone conversation and offer comprehensive financial advice and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly and succinctly. I do everything from planning for retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful advice, financial investing guidance, financial advising. I am very knowledgeable about investing, and come highly recommended through the Dave Ramsey SmartVestor Pro Program, of which I am a member. I am very knowledgeable about investing, give great advice, and will give you a jam-packed list of planning advice to help your financial security in your latter years. I am passionate and knowledgeable about my field and  tailor discussions to your specific situation. I can provide fresh ideas, life insurance advice and I am good with young adults. I can provide useful tools to accomplish financial goals, offer assistance with debt elimination, PLUS I'm easy and pleasant to talk to. I highly recommend you seek my counsel and financial perspective when planning for your future finances. I will explain any questions you may have in making choices to attain your goals. Servicing Malibu, Los Angeles, Torrance, El Segundo, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson and beyond.

InvestEd

At InvestEd, we provide free financial planning, investment advising and financial education. Our services are available to all, regardless of the size of their initial investment. We invite everyone to book an appointment with a certified advisor or attend one of our free webinars to learn more about personal finance. With our help, you can make informed decisions that will 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.

A More Certain Path

A More Certain Path is an advice-only registered investment adviser that focuses on enhancing quality of life. We specialize in virtual goal planning and strategizing, which helps our clients make the most of their resources, recognize potential opportunities, and address any challenges. We assist them in setting SMART goals that help clear any obstacles from achieving well-being. Our services are based on financial planning but also encompass living a life of freedom, with money being only one tool in our client's arsenal. We support individuals in identifying all their resources and employ them to reach their unique objectives, values, and purpose. Our team at A More Certain Path has the expertise to provide comprehensive guidance and support to our clients. We have the experience to help them discover their resources and deploy them in an optimal way to reach their desired goals. We strive to offer virtual services that are tailored to individual needs and values, allowing for a more personalized financial planning experience.

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.

Century Law Group, LLP

Century Law Group, LLP is a Los Angeles-based law firm that specializes in professional license defense. The firm’s experienced attorneys have been helping clients from across California for over 50 years. They specialize in representing professionals such as lawyers, real estate agents and brokers, insurance agents, child and adult care providers, financial advisors, and health care workers. The legal team at Century Law Group has extensive experience in matters related to professional licensure admission, license reinstatement, professional liability, malpractice defense, and professional misconduct or gross negligence. They provide assertive representation and creative strategies to protect their clients’ licenses and help them reach their desired goals. The firm’s clients include health care workers such as doctors, dentists, nurses, and psychiatric technicians, insurance and real estate professionals such as brokers and agents, financial professionals such as registered investment advisers, and child and adult care providers including day care centers. Century Law Group understands the possible impact that their clients’ situations may have and offers knowledgeable counsel and results-oriented representation to help them achieve a positive outcome.

Cochran Wealth

At Cochran Wealth, our mission is to be your personal guide as you strive to meet your life goals. We specialize in financial planning and investment management, providing comprehensive wealth management services such as retirement planning, education planning, estate planning, risk management and investment management. Our team of experienced professionals are dedicated to providing you with personalized, tailored advice to help you achieve your objectives. As a Fee-Only Registered Investment Adviser based in Atlanta, Georgia, Cochran Wealth offers a wide range of services to our clients. We use a holistic approach to financial planning and investment management, so our clients can make informed decisions about their future. Our team of experts are highly trained and knowledgeable, and are committed to providing the best possible service to our clients.

Treece Financial Group

Treece Financial Group is an organization dedicated to providing financial guidance to those aging alone and members of the LGBTQ+ community. Our mission is to provide honest advice, create a lifetime income plan, and advocate for our clients if financial injustice occurs. We use plain language and no pressure sales tactics, so you can make informed decisions about your retirement planning. Our team helps you maximize your income and prepare for unexpected expenses, such as healthcare and long-term care. We offer securities and investment advice through Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser. 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.

Madden Advisory Services

Today's financial markets are constantly changing, making it difficult to navigate. Our Certified Financial Planning™ professionals are here to help individuals, families, and businesses make sense of the multitude of financial products, regulations, and tax/market trends. We will work with you to develop tailored solutions that allow you to grow and secure your wealth. If you are ready to take the next step in your financial journey, contact us to schedule a conversation. We can provide support with asset and investment management, retirement planning, estate planning, insurance planning, charitable planning, education planning, and small business planning.Madden Advisory Services, Inc. is registered as an investment adviser with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or exempt from such requirements. Registration with the SEC does not guarantee skill or ability. Furthermore, Madden Advisory Services, Inc. is not a law firm or accounting firm and should not be consulted for those matters.

Life Insurance Michigan disability, and long-term care through insurance agents

Life Insurance Michigan provides life, disability, and long-term care through insurance agents who handle your case from beginning to end. A vast majority of our online competitors are actually lead generating services in which the leads are sold to multiple insurance agents. Your information will not be sold or shared with any insurance agents, or other companies. Our goal is to help you with your insurance needs. Curt M Happold is a Chartered Life Underwriter, Financial Consultant, Investment Adviser Representative, life agent servicing Michigan. Curt is the sole agent for the Curt M Happold Agency, and he is registered with Cambridge Investment Research, Inc. (Cambridge). Curt has over 25 years of experience in the Financial Services industry.

Prosperity Financial Advisors, LLC

Overview: Prosperity Financial Advisors, L.L.C., in Noblesville, IN, is the area's leading financial services company serving Hamilton, Marion, Boone, Hancock and Madison counties and surrounding areas since 2007. We offer financial services, investments, life insurance, financial planning, wealth management and much more. For more information, contact Prosperity Financial Advisors, L.L.C. in Noblesville. Service: Securities and Investment Advisory Services are offered through Lincoln Financial Securities, Member FINRA, SIPC and Registered Investment Adviser. Advisory Services are advertised and offered to residents of IN and TX through Advisory Representatives of Lincoln Securities Corp. Insurance Services are offered to residents of IN, FL and AR. Lincoln Financial Securities and Prosperity Financial Advisors, LLC are not affiliated entities, and Prosperity Financial Advisors, LLC does not offer advisory services. In NY Insurance may be offered through LFS Marketing & Insurance Agency Corporation.

Signature Bank

Signature Bank (NASDAQ: SBNY) is a full-service commercial bank with offices in the five boroughs of New York City, as well as Nassau, Suffolk and Westchester counties. We focus on serving the financial needs of privately owned businesses, their owners and senior managers - a group of clients who often find themselves underserved by the area's larger financial institutions. Signature Bank's unique organizational structure allows our clients to have a single point of contact-through a Private Client Group-for all of their banking needs. The members of our Private Client Groups are recruited from major New York banks and brokerages, and given top-notch support, products and resources in order to best serve Signature Bank clients. Our structure combines small-bank responsiveness with large-bank experience and capability - truly the best of both worlds. Signature Bank clients enjoy access to a wide range of business and personal banking products and services, as well as investment, brokerage, wealth management, and insurance products and services through its subsidiary Signature Securities Group Corporation ("Signature Securities") and equipment financing through its subsidiary Signature Financial LLC. Signature Securities is a licensed broker dealer and investment adviser. Signature Bank is a Member FDIC.

Mt Diablo Tax Pros

We are a full-service tax and financial services firm, serving the entire San Francisco East Bay. We are licensed to practice before the IRS and offer a broad range of services for business owners, executives and independent professionals.   Our partner Archvest Wealth Advisors is a Registered Investment Adviser. We offer the experience you deserve at an affordable price and in a friendly manner.