Larson Financial

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

Pacific Northwest Advisory

At Pacific Northwest Advisory, we are proud to offer independent fiduciary financial advisory services to individuals and business owners. Our experienced advisors have been providing quality advice for 27 years, and our sole commitment is to act in our clients' best interest. We never recommend solutions that would result in us receiving a commission, so you can trust that the advice we give you is tailored specifically to your needs. Our advisors have a wealth of knowledge and expertise across a variety of financial areas, including investments, retirement planning, estate planning, risk management, and more. We are committed to helping you reach your financial goals and would be happy to answer any questions you may have.

Ahad&Co CPAs

Ahad&Co is a boutique CPA firm. Based in NYC, we provide all accounting, tax, and financial advisory services to individuals and businesses. Now accepting remote clients nationwide. Check out what we can do for you. 1.Services for Businesses: -Bookkeeping via Quickbooks -Payroll -Annual Tax Returns -Sales Tax -Tax Planning -Business Sale/Merger -Insurance Management -Financial Statement Preparation -Workers' Compensation -Corporation and LLC Filing -Business Plan Development -Year Round Tax and Finance Advisory 2.Services for Individuals: -Personal Tax Returns -Self Employed Tax Returns -Freelance Worker Tax Returns -Gift Tax Returns -Investment Consultation -Personal Tax and Financial Planning -Rental Income Reporting -Tax Resolution and more! Reach out to us via email to set up an appointment, ask questions, or get more information!

Safe Harbor CPAs and Tax Consultants

We hate taxes, so you pay less. Tax advisors who care. CPA Firm and accountants for business and high income tax prep. Our top-rated San Francisco CPA and Accounting firm offers not only tax return preparation but full-service business / high income tax and accounting services. International tax experts including expat tax return prep. Corporate tax return preparation plus real estate and other financial service advice. Our accounting services for businesses, individuals, and corporations include: * Tax Preparation (IRS and California compliance) * Audited Financials to do business with the city of San Francisco or secure loans * International Tax including FBAR and OVDP * Business formation and financial advisory services * Second opinions and amended tax return filings Our goal is to be one of the best accounting firms in the San Francisco Bay Area by being friendly and efficient. Often people come to us looking for a small business CPA, or a CPA for a startup, restaurant, or law firm, only to discover that the so-called best CPA firm can mean many things, and our first goal is to match our expertise with your needs. We even help expatriates such as Canadian citizens who must file taxes in both the USA and Canada. We are a Chinese-speaking CPA firm also speaking English, Mandarin and Cantonese. We love tax and accounting, and it shows.

1st Chicago Accounting

1st Chicago Accounting is an established accounting firm located in the Chicago area. Our mission is to provide our clients with reliable and easy-to-understand financial advice and services, so they can focus on running their business. We offer a wide range of services that covers accounting, tax and financial advisory services. With a team of skilled professionals, we are able to provide our clients with quality services that include but not limited to planning and budgeting, financial reporting, audits and attestations, tax preparation and consulting. Our experts use their expertise and knowledge to help our clients improve their financials. We believe in delivering exceptional service and building long-term relationships with our clients.

Brown Smith Wallace

Brown Smith Wallace is a leading public accounting firm in the Midwest. They offer services that make a measurable difference for their customers, such as providing a written guarantee. Services they provide to St. Louis's largest companies include employee benefit plan audits, captive insurance company services, internal audit, IT audit and other risk services, financial advisory services like litigation support, valuation and specialty tax services like family wealth planning, state and local taxes, sales and use tax consulting, credits and incentives, and property tax and international tax services. Brown Smith Wallace serves many industries, including broker-dealers, captives, government, health care, insurance companies, not for profit organizations, real estate and retail. This branch of Brown Smith Wallace services Glen Carbon, Edwardsville, Maryville, Troy, Bethalto, Collinsville, Belleville, Granite City, and the surrounding Madison County communities. 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.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Joyn

Joyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses and their families. Over the past decade, the company has been developing this model to better equip clients with the knowledge and tools they need to make informed decisions that will positively impact their money, wealth, and quality of life. The team at Joyn Advisors is committed to helping clients manage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-driven insights, and long-term strategies to ensure that clients make sound financial decisions. As of January 2019, Joyn Advisors had $1.38 billion in assets under management.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.

Miller Haviland Ketter, CPAs

Miller Haviland Ketter, CPAs is a premier accounting firm in the Kansas City metropolitan area, with over three decades of delivering high-quality financial solutions and tax services to their customers. Their dedicated team of certified public accountants, auditors, analysts and corporate trainers are committed to helping their clients maximize their financial success. They provide a comprehensive set of solutions, including accounting, tax planning and preparation, audits, business valuations and financial advisory services. Miller Haviland Ketter, CPAs is dedicated to providing the highest level of customer service, so they can help get businesses back on track and ready for the future.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.

SageView Advisory Group

CJ Advisory is committed to providing a comprehensive range of financial planning services that help clients remove obstacles and make the best decisions for their unique situations. We strive to educate our clients on all aspects of their financial affairs, while finding the most cost-effective ways to implement those decisions. Our goal is to work in partnership with clients, forming strong and lasting relationships based on trust. At SageView Advisory Group, we have a team of experts who are dedicated to delivering top-notch service and advice. We provide independent and impartial guidance, tailored to the individual needs of each client. With years of experience in the financial industry, we strive to ensure that our clients receive the best possible outcomes from their financial decisions.

NG Advisory Group

At NG Advisory Group, we offer a full range of services year-round to help you manage your finances. Our services include tax preparation and representation, auditing, bookkeeping, comprehensive financial planning, and notary services. We are committed to helping people achieve their goals by providing them with the best possible advice and support. We prioritize our clients' interests over ours, and strive to deliver the same quality of service that we would expect for ourselves. As part of our commitment to our customers, we provide free 1040EZ filing with paid state returns, as well as free dependent filing with paid parent returns. We also offer free review of up to three years of prior tax returns for new clients. In addition to our tax services, we specialize in bookkeeping and business start-up consulting. We also provide a variety of comprehensive financial planning services, ranging from budgeting, risk management, and tax planning to estate planning, retirement planning, college planning, and investment planning.

Atterbury Investment Management

At Atterbury Investment Management, Inc., we are committed to providing pre-retirees and retirees with high-quality financial advisory services. Our team has 30 years of experience and a wealth of knowledge in the world of investment management and retirement planning. We provide personalized advice tailored to each client's individual needs and objectives. Our team can help you develop a strategy that will help you reach your financial goals. We strive to give our clients objective and transparent advice that is always in their best interests. If you are a pre-retiree or retiree living in North County San Diego who needs expert financial advice, contact us today to find out if we are the right fit for you. We offer appointments both in-person and virtually, so no matter where you are located, we can help. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management, Inc or these representatives. CA Insurance Lic #0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)

Reason Financial

Reason Financial Group is a tax advisory service based in San Diego, California, providing sound and informed advice to let you make the best decisions. Our experienced team offers comprehensive tax solutions for individuals and businesses across the country. We strive to maximize the available benefits to minimize our clients' liabilities, and we guarantee accurate and complete returns that minimize audit exposure. Above all, we offer the peace of mind that comes with trusting our work. 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.