Water Street Wealth Management LLC

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.

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

Melanie: Independent Financial Services

Melanie Independent Financial Services provides families and businesses with a foundation of financial stability through life insurance, auto insurance and home insurance, as well as an array of additional financial services such as referrals for senior healthcare and home security systems. 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.

Independence Financial Group

At Independence Financial Group, we are dedicated to helping our clients achieve financial success through cash flow, certainty and control. Our team is here to provide guidance on the fundamentals of financial management, giving our clients access to market performance data and resources. We also offer a range of products and services including tax management, investment management, retirement strategies, estate conservation and insurance planning. We strive to help clients create and sustain a secure financial future. Our team is committed to providing comprehensive financial solutions tailored to each individual’s needs. We are experienced professionals with a passion for helping people reach their goals. Our commitment to education and transparency ensures that our clients have the most up-to-date information and the ability to make informed decisions. Our financial strategies are designed with our clients' goals in mind, providing them with a secure financial plan for the future.

Independent For Life Financial Services

Independent For Life Financial Services is a full-service financial organization that offers solutions such as 401k Rollovers, Personal and Business Planning, Estate/Legacy Planning and Distribution, and HiPAA Compliant services. Our team of certified professionals have over 50 years of combined experience in the industry and work with many of the most highly rated carriers in the market. The services Independent For Life Financial Services offers include free consultations, next-day funding, e-commerce, in-store, on-the-go, virtual terminals, non-profit gifting, recurring billing, email invoicing, ATM services, and management systems for inventory, employee, and customer service.

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.

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.

Miracle Mile Advisors

We are an independent financial advisor firm that specializes in providing sophisticated financial plans using custom portfolios to high net worth individuals and families. We take the time to review and analyze your current portfolio including fees, performance, yield and risk. We then will build a portfolio tailored to suit your specific needs by selecting low-cost, tax efficient ETFs and index funds that include the asset classes needed to achieve the optimal risk return profile. Miracle Mile will proactively manage your unique allocation to mitigate risk strategically. With consolidated performance reporting, we are able to report on overall portfolio performance as well as outside assets in a transparent way. Miracle Mile recognizes that each client is unique and and requires a customized plan based our their specific situation and goals. The minimum account size that Miracle Mile can manage is $1,000,000. We look forward to seeing how we can help!

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.

Cornerstone Financial Partners

As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Financial Voyages

At Financial Voyages, our mission is to assist our clients in securing their financial future by providing independent and comprehensive financial advice and wealth management. We are an objective, unbiased firm that recommends products without being affiliated with any insurance or investment companies. Our team of experienced professionals offer personalized services tailored to the individual needs of each client. Our commitment to our clients goes beyond just providing financial advice; we strive to create a long-term relationship with them. We understand that the best advice and service comes from truly understanding our clients' goals and objectives, and this is why we take the time to get to know each client and develop a strategy that meets their individual needs.

Robert Palmer and Associates

Robert Palmer and Associates are an accounting firm with licenses in both North Carolina and South Carolina. We provide a wide range of services to business owners, executives and independent professionals. Our services include everything from financial advice and tax preparation to bookkeeping and auditing.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.