Edward Jones - Financial Advisor: Amanda A White

Edward Jones - Financial Advisor: Amanda A White

In this challenging period, we understand your situation and are here to provide support. We value your physical health and financial wellbeing. If you need any help, please don’t hesitate to contact us. Edward Jones - Financial Advisor: Amanda A White is a financial firm that advocates for face-to-face consultations. We specialize in retirement planning, college savings schemes and tax-smart investments. Our team is experienced and ready to guide you through your financial goals.

Edward Jones - Financial Advisor: Amanda C Trim

We understand that these are difficult times and we want to be here for you. We are committed to helping you with both your physical and financial health. Our team of advisors at Edward Jones - Financial Advisor: Amanda C Trim is prepared to listen, support, and guide you through this uncertain period. At Edward Jones - Financial Advisor: Amanda C Trim, we are dedicated to helping you reach your financial goals. Our team of advisors can help you plan for retirement, save for your children's education, and make sound investment decisions. We believe in the power of face-to-face conversations and our team is here to provide you with the personalized advice you need.

Edward Jones - Financial Advisor: Doug White Jr

We understand that these are challenging times and we are here to help. We listen to your needs, provide support, and navigate the situation together. Our priority is your physical and financial wellbeing. Reach out and see how Edward Jones - Financial Advisor: Doug White Jr can be of assistance. Our team is dedicated to providing you with personalized investment advice and planning for your future. We specialize in retirement planning, college savings, and making smart tax decisions. We provide a face-to-face conversation so we can best understand your goals and create a plan that works for you.

Edward Jones - Financial Advisor: Gerald W White

We understand that these are difficult times and we are here for you - we want to listen, support and offer assistance. Our priority is to ensure your physical and financial wellbeing. Edward Jones - Financial Advisor: Gerald W White is committed to helping you realize your financial goals. Our experienced team provides face-to-face investment advice designed to prepare you for retirement, save for education and manage investments in a tax-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.

The White Law Group

The White Law Group is a nationwide law firm based in Chicago, Illinois and Seattle, Washington dedicated to protecting investors through securities fraud, arbitration, compliance and regulatory issues. The expert team of lawyers at the firm is well-versed in FINRA, NYSE, AAA and NFA rules and regulations and offers effective legal representation to its clients. They have the expertise necessary to ensure that investor rights are fully defended in any securities case. The attorneys at The White Law Group have extensive experience in handling complex disputes and cases involving financial services companies and professionals. They are committed to providing aggressive and comprehensive legal services to their clients and are committed to helping them resolve their disputes with their brokers or other financial advisors in an efficient and cost-effective manner.

White Pine Investment Company

At White Pine Investment Company, we believe in being a trusted client advocate. Our team has more than 94 years of collective experience, and we use value-based principles to manage our clients’ accounts as if they were our own. We create tailored financial plans without the pressure of selling proprietary products, so our clients can reach their goals and navigate the market confidently. We also strive to provide peace of mind by delivering our services with the utmost integrity and always keeping our clients’ best interests in mind. Our advisors have a vested interest in our clients’ success, and when you work with us, you can trust that you will be receiving unbiased advice. We look forward to helping you build your financial future.

Barlow Wealth Advisory Group

Financial planning provides the chance to turn difficulty into success. Taxes are one of the areas of finance that has a direct effect on your finances. As a Certified Financial Planner and Certified Public Accountant, I understand how the tax code works alongside your financial objectives, enabling you to take steps to potentially reduce your tax bill. With the help of a CFP® Professional and Certified Public Accountant, you can better evade obstacles and take advantage of opportunities to make the most of every dollar.The White House Council of Economic Advisors conducted a task force report that suggested conflicting advice for retirement savers costs them over $17 billion annually. Barlow Wealth Advisory Group is dedicated to providing clear, reliable advice to help our clients meet their financial goals. Our team of experienced professionals understands the complexities of tax law and will work with you to craft a financial plan that is tailored to your needs.

Brett Coulter - Presidio Real Estate

Earning a Bachelor's degree in Accounting, I graduated with honors and then went on to gain an MBA. I worked in the corporate world in Business Intelligence and Financial Analysis, and even trained as a Federal Agent with the Secret Service. This experience inspired me to become a Realtor, so I could provide corporate professionals with all the care and attention they need when it comes to the legal process of buying and selling a home.I am now a Realtor with Brett Coulter - Presidio Real Estate, which has been highly regarded for its commitment to looking out for the best interests of its clients. As a real estate advisor, consultant, and service professional, I provide white-glove service for buyers and sellers alike. In addition, I can direct them to the very best lending options through TruPointe Mortgage and Logan Stapley. Buying a home is one of the most important legal agreements anyone will enter into in their life, and requires knowledge in many areas including Real Estate, Accounting, Marketing, Finance, Criminal Investigations, and Business Law. It is for this reason that having an experienced and educated Realtor is essential.

The Fish Law Firm, P.C.

Review: Estate Planning Attorney Thomas J. Homer Wills and Trusts Estate Planning Asset Protection Real Estate Probate and Trust Administration Financial Planning White Collar Criminal Defense Mediation Services Special Needs TrustsTom Homer began his legal career in 1974 as a prosecutor. Service: His is practice is currently concentrated in the areas of estate planning, probate, real estate, civil mediation, and white-collar criminal defense. As a Certified Financial Planner (CFP), he also advises clients with respect to wealth accumulation and wealth preservation strategies. In addition, he serves as ethics advisor to the Illinois General Assembly. He was recently recognized by the Illinois General Assembly for his integrity and ability (House Joint Resolution 142) and was featured in an article in the Naperville Sun. The Mission of the Homer Law Firm is to provide clients with competent, confidential, and ethical legal services at an affordable price. Mr. Homer established The Homer Law Firm to provide competent, ethical and affordable legal services, and strong advocacy for clients in our practice areas.

Michael Oana Retirement Planning Specialist

At Michael Oana Retirement Planning Specialist, we are committed to ensuring our clients have successful retirements. We work with them to plan and implement the retirement of their dreams, whether it be about travel, friends, or family. We strive to provide the best financial advice and take great pride in being a trusted advisor for our clients. Our team is dedicated to providing an excellent service, and we measure success through the relationships we form with our clients. We understand the importance of relieving worries and putting our clients at ease. With our education, training, hard work, and teamwork, we are able to provide for our families while helping others achieve their 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.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals realize the retirement of their dreams. We work with retirees or those set to retire within the next five to ten years who have a nest egg of at least 350k and are facing one or more of three typical issues: fear of running out of money or knowing when they can retire, frustration over losing hard-earned savings due to market volatility, or worries about rising taxes. Our experienced team provides personalized guidance and support to help you address these concerns and enjoy a secure and comfortable retirement. We specialize in clearly showing you how to make the most of your retirement savings and investments, while also protecting against losses and taxation. Reach out today to learn more about how we can serve you. 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.

Thrive Retirement Specialists

At Thrive Retirement Specialists, we focus on helping people achieve their retirement goals through our comprehensive planning and investment management services. Our unique fee structure is a flat-quarterly rate of $2,250 that is charged directly from the individual's investment account. No commissions, no referral fees, and no hidden costs – just a straightforward price for our comprehensive service. Our ThriveRetire™ 8-step retirement planning process gives us the ability to provide a more comprehensive and strategic approach to retirement planning. This service is best suited for individuals nearing or in retirement with an investment portfolio of at least $500,000. We invite you to learn more about our services. Our team of experienced professionals are dedicated to helping you plan and manage your investments to help you reach your retirement 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.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals who are either retired or retiring in the next 5-10 years and have a nest egg of at least 350K. Our mission is to objectively and mathematically guide these individuals to enjoy the retirement they have been wanting. We specialize in addressing three common issues: fear of running out of money, losing money due to stock market volatility and increasing taxes. Our team is composed of experienced professionals who understand the needs of our clients. We provide tailored solutions and services to fit each person's individual needs. We work hard to ensure that each individual has a successful and secure retirement plan. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.

Decker Retirement Planning

At Decker Retirement Planning, we are committed to helping our clients achieve their retirement dreams. We specialize in assisting those who are looking to retire in the next five to ten years and have a nest egg of at least 350K. We understand that these individuals often struggle with fear of running out of money, stock market volatility, and increasing taxes. Our team is passionate about helping our clients manage these issues and create a secure and enjoyable retirement. We offer personalized services to each of our clients, taking into account their unique needs and goals. Our experts are highly trained in the field of retirement planning and strive to provide our clients with the best possible advice for achieving their retirement dreams. Through our comprehensive services, we can help you plan for your future and ensure that your retirement years are stress-free and enjoyable.