Plan B Investments

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.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

James Financial Service

James Financial Services, a Virginia Beach CPA firm, has been providing quality accounting services to clients in the area for over 35 years. Our main focus is helping our clients save money by offering sound financial advice and strategies that will bring them greater performance and cost savings. We begin by getting to know each of our clients and understanding their financial goals. After this initial assessment, we carry out a thorough analysis to determine how best to help them achieve their goals. This includes providing warnings against any financial investments that could be detrimental to their future. We construct a comprehensive plan tailored to their needs, so they can be confident that their financial objectives are on track year after year. Furthermore, we offer a guarantee on our work. Should any mistakes be made, we will pay any associated penalties and interest, giving our clients the peace of mind that they are getting the most value out of their financial resources.

Lakeside Financial Services Real Estate & Mortgage Lending

At Lakeside Financial Services Real Estate & Mortgage Lending, we specialize in all areas of financial services. Our team is experienced in providing Real Estate, Mortgage Loans, Tax Preparation, and Credit Solutions tailored to our clients' individual needs. We understand the importance of having a reliable tax preparation process that gets you the maximum refund you are entitled to. That is why our Tax Preparation Services are available year-round, unlike most tax preparers who are only available during certain months. You will be working with a live tax preparer who is knowledgeable in current tax law. We strive to make the tax filing process as painless and hassle-free as possible. In addition to our tax services, we also help clients find the best Real Estate and Mortgage Products to suit their current financial standing and future goals. We serve clients in Los Angeles and the surrounding areas. At Lakeside Financial Services Real Estate & Mortgage Lending, we are committed to providing comprehensive financial solutions to our clients. With our expertise and dedication, you can rest assured knowing your finances are in good hands.

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.

Davie Financial Services

At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs. Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

Perennial Financial Services

Perennial Financial Services is a specialist in total wealth management, believing that it takes an expert in all areas of financial planning to deliver the best results. We strive to foster long-term relationships with our clients, providing sound strategies for maintaining, protecting and transferring wealth from one generation to the next. Our team has the knowledge and expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica and Glendale, California. We are registered representatives with LPL Financial and securities offered through them. Investment advice is provided by Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives are authorized to discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IN, MD, ME, MI, MO, MT, NV, NJ, NM, NY, NC, OR, OK, PA, SC, SD, TX, UT, WA and WI.

Boris & Franklin Financial Services

Boris & Franklin Financial Services is a local financial services provider located in Fort Worth, TX. Our mission is to provide our clients with a quick, reasonable, and successful financial plan that helps them to make positive changes within a month or less. Our team of experienced professionals are dedicated to creating customized solutions that meet the individual needs of each customer. We strive to offer comprehensive and personalized financial guidance that maximizes efficiency and ensures financial success. Whether you're a small business or an individual, we have the resources to help you reach your financial goals. Contact us today for more information!Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Accounting & Tax Financial Services

At Accounting & Tax Financial Services, our mission is to provide comprehensive accounting services that meet the needs of business owners, executives, and independent professionals. We strive to offer affordable and reliable services such as accounting, bookkeeping, payroll, tax filing for both individuals and businesses, financial planning, cash flow management, and new business formation. Our team of experienced and friendly professionals are here to help you make the best decision for your financial wellbeing. We understand the importance of financial planning and the need for accuracy in bookkeeping and payroll services. Our staff is knowledgeable and can assist with setting up and managing your accounts to maximize efficiency and minimize risk. We offer personalized assistance to ensure that your finances are managed properly.

Devon Financial Services

Devon Financial Services is committed to helping the Chicagoland community with a wide range of financial services. We specialize in providing customers with quick and easy access to Personal Loans, Installment Loans and Loans Near Me. Our team works hard to ensure our customers receive funds up to $2,500 with minimal effort. We strive to be a reliable and responsible source for our clients' financial needs. At Devon Financial Services, we understand that life can often be unpredictable, which is why we offer personal loans near me as well as installment loans near me. We provide our customers with the convenience of fast cash solutions to fit their needs. Our experienced team is dedicated to helping you find the best loan option for your specific scenario.

Baby Boomers Financial Services

At Baby Boomers Financial Services, we strive to help our clients achieve their financial goals, from perfect scores to financial independence. We have been helping individuals fix their credit since 2011, and offer a free consultation to discuss your individual needs. We believe in the power of financial freedom, so we work to provide the tools and resources necessary to help you live the life of your dreams. We offer a range of services to help you reach your goals, from credit repair and debt settlement to raising your credit score, fixing your credit, and student loan settlement. Additionally, we can assist with evictions, bankruptcy removal, ChexSystems issues, tax lien problems, and judgment settlements. Our team of experienced professionals are dedicated to helping you find success and happiness.