Premier Wealth Partners

Oak Partners

Oak Partners, Inc. has been a leader in wealth and retirement planning for over 25 years. They are passionate about supporting their clients with a team of 18 Financial Advisors and an experienced support staff of 20. They strive to keep their customers educated and informed through a strong relationship-based approach. Oak Partners offer a range of services focused on retirement planning, including financial advice, asset management, tax planning, and more. Their team is highly qualified and dedicated to finding the best solution for each individual client's needs. With years of experience, they are committed to helping their clients reach their financial goals.

Premier Wealth Partners

At Premier Wealth Partners, we are dedicated to providing tailored retirement strategies that meet the needs and objectives of individuals. We offer a range of investment and insurance products to create customised retirement plans for our clients. By working with us, individuals and families can reach their ideal retirements.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.

Sovereign Wealth Management

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it's not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients' goals.

City National Bank - West Los Angeles

City National Bank, located in Los Angeles, is a premier provider of financial services. Our experienced advisors offer various services, such as private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loans. Visit us today for expert advice and assistance with your financial needs. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Shah & Trivedi CPA, PLLC

Overview: Shah & Trivedi CPA, PLLC is a leading Charlotte, NC based CPA firm providing accounting, tax, wealth management and business advisory services. Our mission is to make a difference with our quality, integrity and knowledge in our clients, our people, and the communities we live in. Shah and Trivedi CPA, PLLC was founded by the partners having a combined experience of over 50 years. Our story is pretty simple - we love what we do and have the passion to unlock the potential. Service: We specialize in providing bookkeeping, payroll, tax, wealth management, retirement planning, college education funding, and business consultation for public, private, government and not-for-profit organizations. We believe in the value of developing personal relationships with our clients. These relationships are built on trust, integrity, following through with commitments, and being responsive to the needs of others. We understand your need for timely and accurate financial and tax reporting, and we will work to exceed your expectations.

City National Bank

City National Bank in New York offers premier financial services, including: -private banking -wealth management -retirement planning -estate planning -business banking -investment management -loans & more. Visit our expert financial advisors today.

City National Bank - Oakland

City National Bank in Oakland offers premier financial services, including private banking, wealth management, retirement planning, estate planning, business banking, investment management, loans & more. Visit our expert financial advisors today.