Ridgeline Private Wealth

Melissa Fong, CPA

Melissa Fong, CPA is an experienced professional tax and financial services provider. She specializes in providing a variety of services to individuals and businesses, such as multi-state tax filing, retirement plan advice, inheritance planning, working abroad, dealing with non-resident aliens, payment plans, IRS notices, IRS audits, offers in compromise, bankruptcy advice, and filing business and individual tax returns. 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.

The Financial Architects

The Financial Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planning, health insurance, key man insurance, business insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare Supplements. They specialize in helping individuals and businesses achieve their financial goals. 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.

Jack E Stephens, JD LLM

Jack E Stephens, JD LLM is a full service estate attorney in San Diego, California and Southern California. He specializes in estate planning, estate tax planning, protecting inheritance, family trusts, Medi-Cal, and IRA tax planning. He provides professional advice and guidance to help you plan for the future and ensure that your estate is secure. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Stacy Burtin Mills - Edward Jones

I strive to build meaningful relationships with my clients, understanding their individual financial needs and offering tailored solutions. As a licensed financial advisor, I have access to valuable resources through Stacy Burtin Mills - Edward Jones which enable me to provide exceptional service. My areas of expertise include retirement planning, education funding, estate planning, investing inheritances, 401K, 403b, life insurance and long-term care planning. At Stacy Burtin Mills - Edward Jones, we are committed to delivering personalized plans that meet the goals and objectives of our clients. Our team is experienced in all aspects of financial planning and provides the highest quality of customer service. We strive to ensure that our clients’ financial future is secure and successful.

The Granzow Consulting Group of Wells Fargo Advisors

The Granzow Consulting Group of Wells Fargo Advisors is a financial services firm specializing in wealth management, investment advice, retirement and pension planning, money management, inheritance and estate planning, life insurance, foundations and endowments, and retirement investments. They provide comprehensive financial planning services to individuals and organizations, helping them to secure their future and build long-term wealth.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.

Marquis Wealth Group

Cristinha Furtado, a financial advisor for over two decades, has been providing guidance to those going through life's transitions. She has seen how elderly parents often require help when their children are nearing retirement or are retired. From sudden medical issues to cognitive diseases like Alzheimer's and dementia, being able to provide financial strategies for families facing an elder-care crisis is her mission. Her goal is to optimize resources, reduce asset depletion and minimize risk. At the Marquis Wealth Group, Ms. Furtado is a professional in the field of elder-care finance, providing tailored plans that best suit each family's needs. With her help, families can access resources and handle complex situations with peace of mind knowing that their investments are secure. Her team is experienced in estate, inheritance, and retirement planning, which has enabled them to develop a comprehensive approach to financial planning.

Antonoplos & Associates Attorneys At Law

Top-Rated General Practice Law Firm Representing Clients in matters involving Estate Planning, Real Estate Litigation, Probate Administration, Trust Administration, Construction Litigation, Business Law, Commercial Litigation and Consumer Protection. At Antonoplos & Associates, we approach the complex legal needs of our clients from a results-driven perspective.  Our clients demand top rated legal representation on their important business and personal legal matters. Whether your legal needs are focused on inheritance, estate planning, and probate, real estate or business litigation, our team of experienced attorneys are ready to assist you. Our attorneys are recognized for their award-winning representation of clients in matters involving Wills & Trusts, Real Estate Litigation, Probate, Trust Administration, Construction Litigation, and Business & Corporate Law. We respond by consistently delivering our clients the highest quality legal services and cost-effective solutions

Antonoplos & Associates, Attorneys at Law

Introduction: Top Rated General Practice Law Firm Representing Clients in matters involving Wealth & Estate Planning, Real Estate Litigation, Probate, Trust Administration, Construction Litigation, Business & Corporate Law, Commercial Litigation and Consumer Protection. At Antonoplos & Associates, we approach the complex legal needs of our clients from a results-driven perspective. Our clients demand top rated legal representation on their important business and personal legal matters. Service: Whether your legal needs are focused on inheritance, estate planning, and probate, real estate or business litigation, our team of experienced attorneys stands ready to assist you. Our attorneys are recognized for their award-winning representation of clients in matters involving Wills & Trusts, Real Estate Litigation, Probate, Trust Administration, Construction Litigation, and Business & Corporate Law. We respond by consistently delivering our clients the highest quality legal services and cost-effective solutions they demand. Our firm has a stellar reputation for representing clients with their comprehensive estate plans including creating wills & trusts as well as asset protection plans.

Bristol & West Financial Services

At Bristol & West Financial Services, we provide comprehensive financial advice on a wide range of topics, including pensions, investments, savings, mortgages, secured loans, life cover, income protection, guardian protection, critical illness cover, funeral plans, auto enrolment, ISAs, business protection, general insurance and inheritance tax planning. We strive to give our clients the best possible guidance and assistance in order to make smart financial decisions.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.

Antonoplos & Associates, Attorneys at Law

Top-Rated General Practice Law Firm Representing Clients in matters involving: Estate Planning, Real Estate Litigation, Probate Administration. Trust Administration, Construction Litigation, Business Law. Commercial Litigation and Consumer Protection. Our clients demand top rated legal representation on their important business and personal legal matters. Whether your legal needs are focused on: Inheritance, estate planning, and probate, real estate or business litigation. Our team of experienced attorneys are ready to assist you. Our attorneys are recognized for their award-winning representation of clients in matters involving: Wills & Trusts, Real Estate Litigation, Probate, Trust Administration, Construction Litigation, and Business & Corporate Law. We respond by consistently delivering our clients the highest quality legal services and cost-effective solutions.

Knollmiller & Arenofsky

Knollmiller & Arenofsky offers comprehensive legal services in the fields of estate planning, probate, trust and estate administration, IRA and retirement planning, inheritance issues, estate tax matters, complex estate planning, business organizations and business transactions. Our team is highly experienced in helping clients navigate these areas of the law. 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.

Arvada Gold & Silver Coins

Asset allocation and portfolio appraisal are two essential components in designing a successful investment strategy. Asset allocation is the process of dividing an investment portfolio among several asset classes such as stocks, bonds, and cash equivalents. It involves determining the appropriate mix of investments for a given portfolio depending on an investor's goals and risk tolerance. Portfolio appraisal is the practice of evaluating a portfolio's performance through a variety of metrics and analysis tools. This process helps investors identify where the portfolio is underperforming or overperforming relative to the benchmark. Knowing this information can then inform decisions about which investments should be added to or dropped from the portfolio in order to increase profitability. Both asset allocation and portfolio appraisal are important parts of designing an effective investment strategy. By allocating assets appropriately and appraising portfolio performance regularly, investors can make informed choices that can maximize their returns and help them reach their financial objectives.

Alpha Fiduciary

Alpha Fiduciary is a wealth planning and management firm that provides comprehensive financial solutions. We specialize in investment consulting and management, advanced planning, and relationship management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans, social security and pension benefits optimization, tax planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, and restricted stock strategies, as well as preparing heirs for wealth. We also provide newsletters, quarterly performance reports, yearly and ad-hoc reviews of financial situation and goals, and periodic review of beneficiaries, trusts, and estate plans. 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.

WealthArc Advisors

WealthArc Advisors is a full-service estate planning firm located across from Tameron Hyundai. We specialize in providing tailored solutions to complex estate planning needs, and offer a wide range of products and services, such as bonds, individual stocks, insurance, mutual funds, real estate investment trusts, 1031 exchanges, advanced estate planning, asset allocation, estate planning seminars, family business planning, family limited partnerships, family partnership, family wealth transfer, financial planning, generational estate planning, investment management, investment planning, partnership consulting, risk management, wealth conservation, wealth management, and wealth preservation. Our team of experienced professionals can help you make the most of your investments, offering managed accounts and personalised advice to ensure you get the best returns possible.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.