Burnett Advisors

EMC Financial

EMC Financial: Capital for business! The process of applying for credit is simple, fast and hassle-free. Just take a few moments to fill out our online application and once you hit send, the details you've provided will be promptly reviewed and processed. Regardless of your credit rating, our funders are hear to help you get the capital you need. In previous years, there were only a few outlets offering credit online, so a borrower's options were quite limited. To find the right capital, you would need to physically visit each one in order to get the information that you would need to compare the various credit offers available and to make an informed decision. With our help, you can do all of this from the comfort and privacy of your own home. We established EMC Financial to help you find the credit options that will best suit your needs and exceed your expectations.

Latitude Financial Group

At our firm, we understand the importance of having a trusted financial advisor for all the stages and milestones of life. That's why we strive to serve as lifelong partners in your financial life, creating relationships that last generations. We provide comprehensive investment and financial management services to individuals, families, professionals and business owners. Our team of experienced advisors are here to provide you with objective guidance and help you manage your investments and finances. We bring a wide variety of knowledge to the table and can assist you with every aspect of financial planning. By working with us, we believe you can take control of your financial future. We will create a plan tailored to your unique situation and help you make informed decisions about your money. With our help, you can look towards tomorrow with confidence.

LPL Financial - Loren Morrison

LPL Financial, led by Loren Morrison, is a major player in the financial services industry and the biggest independent broker/dealer in the country. The company has been helping financial advisors for more than four decades to protect and grow their clients' assets. Its mission is to make it simpler to manage a financial services practice, which allows advisors to concentrate on their true aim: helping their customers reach their fiscal objectives and realize their dreams.LPL Financial offers a full suite of services to advisors, such as clearing and custody services, access to research and investment products, technology solutions, and portfolio management services. The firm also provides comprehensive operations support, compliance guidance, and business-building resources. With their expertise and dedication to client service, LPL Financial's team is committed to delivering an exceptional experience for advisors and their clients.

Invictus Advisors

At Invictus Advisors, we are committed to providing comprehensive and reliable financial advice for businesses of all sizes. Our team has extensive experience in supporting cross-border transactions, and we strive to analyze and manage time effectively to ensure our clients maximize their capabilities and achieve their desired outcomes. Our professionals have the technical accounting knowledge, tax experience, and global expertise necessary to ensure successful outcomes. We provide tailored services to companies across multiple industries, allowing them to take advantage of our expertise and ultimately reach their goals.

Edward Jones - Dylan King

As a financial advisor for Edward Jones - Dylan King, I consider it essential to invest my time in understanding your objectives before you invest your money. It's important to comprehend the level of risk you are willing to take when investing, so that we can balance it with the steps necessary to accomplish your long-term goals. Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to secure the financial future of those you care for, we can collaborate to craft specific strategies to help you realize your aims. We can also keep track of your progress to make sure you're on track or if any changes are needed. Throughout the process, we are committed to providing you with excellent client service. Our office is supported by thousands of people and advanced technology to ensure you are receiving up-to-date and comprehensive advice. Additionally, we are glad to join forces with your lawyer, accountant or other trusted professionals to form a comprehensive strategy that can maximize everyone's expertise. Working together, we can develop a tailored strategy to help you achieve your financial goals.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.

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

Innovative Lease Services

At Innovative Lease Services (ILS), we provide reliable and customized financial services for businesses. Our office is located in Carlsbad, California, and our mission is to create the best possible financing solutions for business owners of all sizes. We offer a wide range of products and services, including commercial equipment financing, business equipment leasing, working capital loan programs, merchant services, business cash advance programs, start up business financing, SaaS financing, and more. Our dedicated team has decades of experience in the industry, and we strive to provide the highest quality of customer service and tailor-made solutions to meet your specific needs. 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.

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.