Investment Counseling Services

Deacon & Deacon Insurance Agency locally owned, independent employee benefits, insurance, and investment consulting firm

Deacon & Deacon Insurance Agency is a locally owned, independent employee benefits, insurance, and investment consulting firm. Our only purpose is to help you align your financial goals through a thorough analysis of your situation, and to assist you. As independent professionals, we have partnered with highly rated companies and will work with you to find a viable solution to your needs. Call us today for: Insurance Plans for Employer Groups, Individuals, Families, Self-Employed Employee Benefits Health Insurance Life Insurance (Term, Whole Life, Universal Life, etc.) Long Term Care Insurance Disability Income Insurance Retirement Plans 401K rollovers IRAs Business Succession Planning, Key Person Life Insurance Planning, Buy-Sell Agreements.

Investment Counseling Services

Investment Counseling Services, Inc., led by Terry Kingsbery, is an independent investment advice firm. We strive to provide our clients with the best fiduciary-driven and fee-only private investment advice and counsel while educating them on financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to financial security. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management, all without transaction fees, cancellation fees or commissions. At Investment Counseling Services we help you create the future you want. We develop detailed plans to meet your goals according to your risk tolerance and timeline. With our expertise and guidance, you can achieve financial success and peace of mind.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.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.

Harris & Associates

Harris & Associates is an independent investment advisory firm with specialties in personal finances, investment management, executive benefits and estate planning. Since 1992, we have been privileged to provide our clients with sound advice and exceptional strategies to help them achieve their financial goals. Harris & Associates specializes in: * Comprehensive Financial Planning * Retirement & Investment Advice * Fee-Based Portfolio Management * Estate Planning * Business Advisory & Executive Benefits Consulting We have a culture that is grounded in ethics and are focused on delivering a fiduciary standard of service to all our clients. When you work with Harris & Associates, you will always get our best advice, free from the conflicts of interest.

Solutions Wealth Management

Solutions Wealth Management is an independent investment planning firm that has a mission of helping clients create, preserve and maintain wealth. Our team of professionals provides comprehensive wealth planning and investment management services, including financial guidance, professional advice and asset management, with expertise and objectivity. We specialize in working with individuals, families, business owners, professionals, trusts, retirement and pension plans to achieve their financial goals. With our experience and knowledge, we are committed to helping clients reach their full financial potential. 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.

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. 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.

The Investment Counsel Company

The Investment Counsel Company is a Nevada-based, independent investment management consulting firm that has been providing financial advice and guidance for over three decades. It was one of the first firms of its kind in the state, and is the only Nevada firm to make the Top 100 Independent Financial Advisors list of the Wall Street Journal and Barron’s. The Investment Counsel Company currently manages over $1.4 billion in assets. The company is dedicated to helping its clients reach their financial goals, whether it's affluent families, business owners, retirement plan sponsors, foundations or endowments. Its founder and CEO, Randy Garcia, has set the bar high for integrity, innovation and vision in terms of client relations and services. If you have $1 million or more in investable assets, get in touch with The Investment Counsel Company to discuss how their experienced fiduciary investment advisors can assist you in achieving your financial objectives.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.