Summerfield Financial Services

Gilbert & Cook

At Gilbert & Cook, we are committed to empowering individuals to realize their potential and achieve financial abundance. We provide the clarity and confidence needed to make important decisions related to wealth, and support people as they go through life's changes. Our team is dedicated to helping clients make informed decisions about their financial future.We offer a wide range of services, including financial advising and securities trading, that are provided by VSR Financial Services, Inc., a Registered Investment Advisor and Member FINRA/SIPC. Gilbert & Cook, Inc. is independent of VSR. With our experienced team, we help clients make smart decisions and build a plan for their financial success.

Jason Colvin - State Farm Insurance Agent

At Jason Colvin - State Farm Insurance Agent, we strive to offer our customers and community in Huntersville, NC, greater Charlotte and Lake Norman area as well as South Carolina a reliable resource for their financial security. We understand each person has different needs, so we take the time to look at each individual case thoroughly to ensure the protection and preservation of their lifestyle, assets and loved ones. Our team is dedicated to offering clarity and confidence that you have taken the necessary steps to look out for yourself and those closest to you. We specialize in Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health and Insurance, and Small Business Insurance. With our expertise and knowledge, we are confident that we can help you find the right coverage and make sure you have peace of mind.

Summerfield Financial Services

Summerfield Financial Services is dedicated to helping customers gain clarity and confidence regarding their finances. We strive to make financial information understandable and straightforward, using Quickbooks Pro Advisor to simplify accounting complexities. Our goal is to give our clients peace of mind in their financial situation.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.

One Chance Bookkeeping

At One Chance Bookkeeping, our mission is to provide small business owners with financial clarity and give them the confidence they need to succeed. Through effective bookkeeping, consulting, business credit, tax planning and preparation services, we strive to educate business owners on their finances and help them grow into larger enterprises. Our team of experienced professionals are committed to delivering dependable and trustworthy service that adds value to your business. We are passionate about helping you make the most of your financial resources and achieving your goals. With our comprehensive solutions, you can rest assured that your business is in good hands.

Money Concepts

Money Concepts is a financial planning firm located in Columbus, OH, north of Worthington and south of Lewis Center (Polaris Area). We specialize in helping clients put their hard earned money back to work, providing them with the optimum mix of investments needed to achieve their long-term financial success. Our Breakthrough Advantage process offers a 6 step system to guide our clients toward their bigger future with clarity and confidence. All securities are provided through Money Concepts Capital Corp, a member of FINRA/SIPC. Our experienced team is dedicated to helping our clients reach their financial goals.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.

Michael D Morrison

Michael D. Morrison offers small business coaching services to help entrepreneurs and business owners reduce the stress and complexity of running their business. He provides proven strategies and direction that will enable them to grow their business in a successful way. By taking advantage of his services, clients can experience clarity and confidence in their decision-making, and achieve their desired goals in a more effective and efficient manner.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.

Big Picture Results

Big Picture Results is a business coaching company dedicated to helping small businesses build financial and workflow systems to increase their profits, founder's income, and freedom. Our team of professional advisors will identify the areas of your business that are not working and help you unlock the full potential of what is working to expedite the increase in your profit margins. If you feel overwhelmed by your finances, can't make accurate predictions, or fear you are running out of resources, come to us for assistance. We offer CFO and controller services, monthly bookkeeping, tax preparation, QBO setup and clean up, QBO training and workflow overview, QBO conversion, and business formation services. With our experienced staff and comprehensive services, we can help you gain clarity and confidence in your business operations.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.

Byron Ellis - United Capital Financial Advisors

Baby Boomers are facing a unique set of financial struggles due to today's economy: protecting their wealth, managing high life expectancy and medical costs, and taking care of those they love. This can be overwhelming, with the rising deficit, taxes, and investment markets continuously changing. To help them navigate these challenges, Byron Ellis - United Capital Financial Advisors in The Woodlands offers guidance to Baby Boomers. Our team has decades of experience and developed a process that is easy to use and understand while also providing powerful and lasting results. We strive to give Boomers the clarity and confidence they need for long-term success. 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.