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Mercurio Wealth Advisors

At Mercurio Wealth Advisors, our mission is to help clients create and grow their wealth, protect and preserve their savings, and plan for the most tax advantageous distribution of retirement savings. We prioritize retirement income planning so that clients can enjoy a more relaxed retirement lifestyle. Our team has the expertise and experience to develop personalized strategies tailored to each client’s individual needs. We strive to provide the highest quality of service and support while guiding our clients through every step of their financial journey.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.

Authentikos Advisory

Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients. We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence. At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.

Pacific Wealth Management

Pacific Wealth Management is a fee-based advisory firm that offers a comprehensive range of services related to retirement planning, wealth preservation and growth, legacy creation and charitable giving, and other investment needs. The company is committed to helping clients meet their financial goals and build a secure future. 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.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial 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.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Market Street Wealth Management Advisors

Protecting and preserving your funds is essential. After all, they are earned through hard work and dedication, and form the basis for your future. That's why the experienced team of fee-only wealth management advisors at Market Street Wealth Management Advisors are here to help you with your long-term financial planning. We can provide assistance with savings planning, small business issues, mid-career planning, retirement savings and distributions, divorce planning, women’s financial planning, middle-income financial planning, cash flow, budgeting and credit issues, charitable giving planning, education planning, risk management, insurance planning, investment planning, and estate planning and tax strategies. Market Street will help you to gain financial stability and make the best decisions for your future. We will analyze your finances in detail and offer straightforward recommendations that will help build a strong financial foundation. So, whether you're saving up for a house or preparing for retirement, you can be sure that we have your back.

Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

Diversified Concepts And Investments

At Diversified Concepts and Investments, we are committed to providing our clients with the best financial advice and protection services. We specialize in mortgage protection, life insurance, health insurance, annuities, college funding, and retirement planning. Additionally, we offer life insurance policies with "Living Benefits" for individuals with critical, chronic, and terminal illnesses. Our team of experienced agents is dedicated to serving clients nationwide. We uphold our core values of integrity, innovation, and growth in all that we do. 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.

Pacific Coast Wealth Management

Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.

Goodwater Wealth Managment Group of Raymond James

Goodwater Wealth Management Group of Raymond James is an innovative financial planning organization that focuses on expanding, protecting, and transferring wealth while providing clients with a local professional they can meet and discuss their finances with. Offering investment planning, insurance planning, estate planning, and retirement planning, Goodwater provides three Certified Financial Planners(TM) to help clients with their financial goals. With a dedicated team of experienced professionals, Goodwater Wealth Management Group of Raymond James takes pride in helping individuals and families reach their short-term and long-term goals. 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.

US Gold And Silver Advisors

At US Gold And Silver Advisors (USGSA), our advisors are equipped with the necessary knowledge and expertise to help our clients make informed decisions about the safest and most profitable segments of the gold and silver market. Gold has served as a reliable means of monetary exchange and wealth protection for more than six thousand years. It is the most liquid financial asset available, and is easily stored, hidden, or transported. With gold, individuals can enjoy financial independence, security, and privacy. Silver also has a long history as money, but it offers another appealing factor: the amount of silver in the world is diminishing rapidly due to its extensive industrial applications. This makes investing in silver even more attractive. At USGSA, we understand the importance of being well-informed when it comes to investing in gold and silver. We strive to provide our clients with the latest information and the best advice on the market.

Rich Chambers, CFP, RLP

I am a Fee-Only fiduciary compensated only by you with no incentive to use anything other than what is best for your unique situation. With my guidance, you can find the peace of mind that comes from knowing that you have planned prudently for your future and that your loved ones are protected. My goal is to help you bridge the gap between where you are and where you want to be with planning that is customized to your personal situation. Clients and I work as partners to design a life plan that combines your values, dreams and financial resources. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, I help you along the way with objective advice that puts your financial interests first. I offer the Kinder EVOKE™ Method, a life-centered approach to Financial Planning, provides a supportive financial framework for living the most meaningful and rewarding life you can imagine.

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas.  We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers,  Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Scottsdale, Tempe, Gilbert, Mesa, Chandler, and Phoenix areas. We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial Planning, Roth Conversions, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...