Mutual Fund Store

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

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.

Waddell & Reed, Denver Tech Center

Financial planning, investments and insurance products are essential components of a successful financial strategy. Financial planning involves setting long-term goals and objectives and crafting a plan to meet them. This includes looking at all aspects of your financial life such as income, investments, and retirement savings. Investments are an important way to build wealth over the long term. They allow you to diversify your portfolio and hedge against market fluctuations. The types of investments available vary, but they can include stocks, bonds, mutual funds, REITs, and exchange-traded funds (ETFs). Insurance products provide protection against unexpected financial losses. There are many types of insurance products, such as life, health, home, auto, and disability insurance. Having insurance in place can help protect you and your family from financial hardship if something unexpected were to happen. It is important to shop around for the best coverage that meets your needs and budget. These components of a financial plan can help you manage your money with greater efficiency, allowing you to make the most of your financial resources. In order to maximize the benefits of these tools, it is important to develop a comprehensive understanding of financial planning, investments, and insurance products. Working with a qualified financial advisor can help ensure that you have the right strategies in place to achieve your financial goals.

Allstate Insurance Agent: W Russell Smith

I've been part of Allstate Insurance Agent: W Russell Smith for more than 25 years and have done a variety of tasks. This has given me a deep understanding of insurance, and allowed me to assist numerous families in protecting what matters to them most. I can help you safeguard your family, household, automobile, boat and other possessions. I'm pleased to work with a large company in the insurance and financial service industry. Last year, Allstate had relationships with approximately one in every six U.S. households and protected around 17 million cars. It's a reliable, trustworthy business that serves millions of American households and satisfies their requirements - that's the kind of company I'm proud to be a part of. I'm devoted to helping you: Set short-term and long-term monetary objectives; Choose the right products for yourself and your family; Learn about investment items such as mutual funds, annuities, IRA, life insurance and college savings plans; Monitor your insurance and financial needs as they evolve; Answer inquiries and provide continuing support and service. 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.

Security Investment Partners

At Security Investment Partners, our mission is to help our clients secure their future through sound investment management. We are solely focused on managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each client's goals and risk tolerance. Our team has a vested interest in performance, as our own holdings exactly match those of our clients. All securities and funds are held at third-party custodians of the client's choice for maximum liquidity, security and transparency. We don't charge any fees to allocate mutual funds, thus eliminating layers of costs. Our focus lies solely on achieving superior investment results, rather than marketing. We offer our clients an unparalleled level of expertise, experience and commitment to delivering exceptional returns. Contact Security Investment Partners today to learn more about our services.

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.

Williamson Insurance & Investments

Williamson Insurance & Investments offers a range of services to meet the needs of individuals and businesses. These include life, auto, home, commercial, small business, and pet insurance, home warranty, employee benefits, retirement planning, 401(k) plans, mutual funds, AFLAC coverage, and Triple A membership agent services. Additionally, they provide payroll and credit card processing, with weekend availability by appointment.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.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.