Edward Jones - Financial Advisor: Kellen P Woodard

Affirm Wealth Advisors - Ameriprise Financial Services

Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC., We know a lot of people struggle to feel confident about their financial future. That's why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve. Retirement Planning Strategies Wealth Preservation Strategies Estate Planning Strategies Intergenerational Planning Retirement Plan Distribution Insurance Tax Planning Strategies Investment Management Executive Compensation and Benefit Strategies Family Finances Saving for Education Charitable Giving Cash Flow Management Strategies Small Business Sustainable Investing Biblically Responsible Investing ESG Investing Strategies

Ohio National Financial Services - Colorado Financial Advisors

Colorado Financial Advisors offers comprehensive financial planning services. We evaluate our clients' current situations and develop a customized implementation strategy to meet their individual needs. We are proud to offer securities through The O.N. Equity Sales Company, which is a member of FINRA/SIPC. They are located at One Financial Way Cincinnati, Ohio 45242, and can be contacted by phone at (513) 794-6794. In addition, we offer investment advisory services through O.N. Investment Management Company. We do not offer tax or legal advice. For more information on tax-related matters, please consult with a qualified tax professional.

Tristate Financial Advisors

Tristate Financial Advisors is a full-service financial planning and wealth management firm based in Charlotte, NC. We provide customized services tailored to each individual's financial needs and goals. Our team of experienced advisors take a personalized approach to help our clients grow and protect their assets. We are focused on helping you make your dreams a reality. 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.

Jeff Schuur - Financial Advisor

Jeff Schuur – Financial Advisor is a full-service firm dedicated to helping people achieve their financial objectives. Our team of experienced advisors provides comprehensive financial advice and a range of products and services to both individuals and business owners. We strive to help our clients develop an understanding of their goals and provide resources to assist them in making informed decisions to reach them. Our knowledgeable staff is committed to providing sound advice and quality service. We offer a wide selection of financial products and services, including investment management, retirement planning, estate planning, tax planning, and insurance. Our advisors can provide personalized solutions for each unique situation and ensure that our clients are getting the best advice for their needs. Additionally, we have a team of experienced professionals on hand to answer any questions and provide guidance throughout the process.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

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.

Starfox Financial Services

At Starfox Financial Services, we have a commitment to Faith, Family, and Finance. As an independent Registered Investment Advisor (RIA), we provide our clients with unbiased advice and the tools needed to build wealth. We work closely with our clients to identify their goals and devise the best strategies to achieve them. Our collaborative team-based approach ensures that everyone is working together for the success of our clients. By having no conflicts of interest, we can focus solely on our clients' needs and objectives. 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.

Pure Financial Advisors

Pure Financial Advisors, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they are held to the highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our clients can trust that our services are unbiased and in their best interests. Our team of financial advisors are dedicated to helping you achieve your retirement goals. We provide tailored plans based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our goal is to create a strategy that will reduce your tax burden and help you protect and grow your wealth.

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

Perennial Financial Services

Perennial Financial Services is a specialist in total wealth management, believing that it takes an expert in all areas of financial planning to deliver the best results. We strive to foster long-term relationships with our clients, providing sound strategies for maintaining, protecting and transferring wealth from one generation to the next. Our team has the knowledge and expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica and Glendale, California. We are registered representatives with LPL Financial and securities offered through them. Investment advice is provided by Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives are authorized to discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IN, MD, ME, MI, MO, MT, NV, NJ, NM, NY, NC, OR, OK, PA, SC, SD, TX, UT, WA and WI.