Charles Schwab

Charles Schwab

Charles Schwab is a renowned stock brokerage company that was created with the intent to provide investors with a more modern approach to managing their wealth. The core values of this firm emphasize putting clients as its main priority, as opposed to profits and losses. This commitment has resulted in 40+ years of offering personalized financial advising, retirement planning, and investment research. Additionally, complimentary workshops are held to educate clients on the fundamentals of investing, as well as more complex trading strategies. Schwab offers a wide range of services, including wealth management, investment research, and brokerage products. These products are not FDIC insured, have no bank guarantee, and may result in loss of value. The team at Charles Schwab is dedicated to helping clients reach their financial goals and be successful in their investments.

JETRO and Associates

JETRO and Associates is a firm that offers accounting, bookkeeping, tax savings, tax planning, tax preparation, and payroll services to small business owners. We are committed to helping our clients pay as little tax as possible while making sure they stay compliant with all the financial and tax requirements of their business. Our CORE packages start at $75 per month and provide our clients with a modern approach to managing their finances. Our team of experienced professionals will take the stress out of managing your business's finances, giving you the freedom to focus on growing your business. We strive to provide excellent customer service and are proud to serve the needs of a variety of businesses.

Charles Schwab

Charles Schwab is an investment firm that prides itself on taking a modern approach to managing wealth. It is based on core values and beliefs that prioritize clients over profits, which has been successful for more than 40 years. The company offers a range of services to help with financial planning, retirement, investments, and more. These services include personalized advice from experienced experts, as well as workshops covering different investing topics from the basics to complex strategies. Charles Schwab also provides brokerage products that could potentially lose value, though they are not FDIC insured or guaranteed by a bank.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Robasciotti & Philipson

Wealth management by and for women and the LGBTQ community. We take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services. We work with a wide variety of clients and specialize in the needs of women and the LGBT community. Our practice is unique; we believe that emotions hold vital information needed for making clear, thoughtful choices, and financial choices are some of the most significant we make in a lifetime. Instead of following the industry standard approach of removing emotions from decision-making, we welcome them, work to understand them, and allow them to intelligently inform our clients' most important financial decisions.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

Cochran Wealth

At Cochran Wealth, our mission is to be your personal guide as you strive to meet your life goals. We specialize in financial planning and investment management, providing comprehensive wealth management services such as retirement planning, education planning, estate planning, risk management and investment management. Our team of experienced professionals are dedicated to providing you with personalized, tailored advice to help you achieve your objectives. As a Fee-Only Registered Investment Adviser based in Atlanta, Georgia, Cochran Wealth offers a wide range of services to our clients. We use a holistic approach to financial planning and investment management, so our clients can make informed decisions about their future. Our team of experts are highly trained and knowledgeable, and are committed to providing the best possible service to our clients.

Brein Wealth Management

Brein Wealth Management is a Registered Investment Advisory firm providing services throughout the Seattle region and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need help starting to save for retirement, or want to ensure your current savings are sufficient for retirement and will be passed on to your beneficiaries without incurring extra taxes, we can help. Our approach is based on education and we offer a wide variety of products, including Life Insurance, Annuities, and Actively Managed Institutional Investment Strategies. Unlike some traditional brokerage firms, we act as a Fiduciary for our clients; this means we always prioritize your interests before ours. The Financial Services Industry has been allowing people down for a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their customers’ funds. Brein Wealth Management is here to change that. Get in touch today to begin your journey towards financial success.