Venture First

Financial Freedom Security Services Inc a full service financial and Insurance brokerage consulting firm

Financial Freedom Security Services, Inc.is a full service financial and Insurance brokerage consulting firm, established in 1979. We specialize in working with individuals, families, profit and non profit organizations. We provide a comprehensive and personalized approach that will help you clearly identify your financial goals. We specialize in present and post retirement, educational, and wealth accumulation planning. We specialize in working with individuals to craft a customized, comprehensive plan that suits you and your family's needs. We have the expertise and knowledge to "Demystify" and clearly explain complicated aspects of your pension plan. We are independent, so we can develop the best solution that works best for you and your goals.

Morling & Company

Morling & Company - Morling Financial Advisors Morling & Company is a San Francisco/Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals along with diversified management services for small businesses. Morling Financial Advisors Our model is to execute an all world portfolio that is designed to broadly diversify across many asset classes. The goal is to reduce singular risk in the world and local economy. We believe that the client is best served by having a low management fee structure, which in the long and short term will be beneficial to their bottom line.

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.

Padgett Business Services - Philadelphia

Small business owners often find themselves overwhelmed with the need to manage their businesses and remain experts on all aspects of accounting. Padgett Business Services - Philadelphia can offer the much needed help with 40 years of experience in small business accounting. We provide financial consulting services to help solve any financial conundrums, as well as taxation, bookkeeping, and payroll services to Philadelphia areas. Our team of experienced professionals have seen it all and can provide you with the right solutions for your specific needs. With our decades of knowledge, you can trust that we'll be able to find a solution no matter the issue.

Sanjiv Gupta, CPA

Are you worried about tax return preparation and foreign account reporting? Worry no more – Sanjiv Gupta, CPA is here to help. Our tax practice has been providing solutions for numerous clients in various fields, from the simplest to complex financial transactions. We have expertise in negotiating and settling with the IRS and the Comptroller of the Treasury. If you hold bank accounts in other countries, such as India, Canada or any other international location, you need to make sure that you are compliant with the new laws. We can help you understand the laws and guide you through the filing process. We can also assist you in bringing your money back into the United States or with filing a proper return. Sanjiv Gupta, CPA also provides financial consulting services in many areas, including 401k, IRA, retirement, education, stocks, bonds, home, business, rental, buy, lease and insurance. We analyze all your past, current and future financial transactions to come up with a plan that helps you become financially secure and lessen your tax liability.

Sanjiv Gupta, CPA

Are you concerned about filing taxes correctly? Sanjiv Gupta, CPA is here to help. Our tax practice provides a range of services to meet the needs of our clients, from straightforward to complex financial transactions, including negotiating and settling with the Internal Revenue Service and the Comptroller of the Treasury. Do you have an account in another country, such as India or Canada? It's important to file the necessary disclosure forms to ensure compliance with the laws. We have expertise in filing returns with foreign accounts and assets, and can help you move money from other countries to the United States or prepare the proper return. We also provide financial consulting services covering 401k, IRA, Retirement, Education, Stocks, Bonds, Home, Business, Rental, Buy, Lease and Insurance. We take into consideration all your past, present and future financial transactions to develop a plan that can help you reach financial security and reduce your tax liability.

Sanjiv Gupta, CPA

If you're looking for reliable tax professionals, Sanjiv Gupta, CPA has been serving clients in various aspects of tax return preparation. Our experienced team can help with simple to complex financial transactions, including negotiations and settlements with the Internal Revenue Service and the Comptroller of the Treasury. It's important to remember to file the right disclosure if you have bank accounts overseas. Our specialists are knowledgeable in filing returns with foreign accounts and assets, so we can assist you with bringing money from other countries to the United States or preparing the correct returns. We also offer a range of financial consulting services, covering topics such as 401k, IRA, Retirement, Education, Stocks, Bonds, Home, Business, Rental, Buy, Lease and Insurance. We analyze your current and future finances to come up with an effective plan that will help you gain financial stability and reduce your tax liability.

Mouganis Financial Services

Mouganis Financial Services is dedicated to helping you spend your money wisely. Whether you need advice on investing your retirement or inheritance, they are here for you. They offer a variety of financial consulting services that are tailored to you and your budget. Customer satisfaction is their top priority and they make sure the options they provide are suitable for you and your requirements. Their services are also very affordable, making them an attractive choice. All their staff members are highly trained, qualified, and have years of experience. If you would like to find out more, you can visit their website or give them a call. Mouganis Financial Services has been helping people in the area with their investments for years and their customers are always pleased with the results.