Private Asset Advisory Group

Private Asset Advisory Group

Private Asset Advisory Group LLC is a West Des Moines, IA based company offering financial planning services such as investing strategies and principles, retirement fund and distribution strategies, risk management, estate conservation issues, mutual funds, college savings methods, real estate investment trusts, and long term financial planning.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.

Ferguson Wellman Capital Management

Ferguson Wellman Capital Management has been providing private investment advisory services since 1975. Our mission is to serve the financial needs of families, individuals, corporate and union retirement plans and nonprofit organizations. We strive to provide our clients with the best tailored portfolio management solutions, wealth management advice, institutional services, and financial planning. To become a client, there is a minimum portfolio amount of $3 million for Ferguson Wellman and $750,000 for West Bearing. We have a team of specialists in each area to ensure that all of our clients receive the best service possible. 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.

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.

Gerstein Tax Service

Gerstein Tax Service has been trusted by members of the Brooklyn community for more than 40 years. Gerstein Tax Service has been providing tax preparation and advisory services for individuals, families, and privately-held businesses of the Brooklyn community and far beyond for more than 40 years. Call us today to learn how we can help you!

Washington Wealth Advisors

We provide Wealth Advisory Services -- financial planning coupled with asset management -- The CORE of what we do together with your goals. We are compensated for our independent advice and investment management solely by our clients, as we are a Fee-Only firm. Retirement Planning, Education Savings Planning, Investment Management, Roth IRAs

McKinney Capital & Advisory

McKinney Capital & Advisory is a commercial real estate company specializing in brokerage, investment and asset management. We provide services for workspace from 1,000 square feet to one million square feet and investments from one million to over one hundred million dollars. We are dedicated to providing our clients with the best advice and solutions to help them make sound decisions when it comes to their commercial real estate needs. We have an experienced team of professionals who have extensive knowledge and experience in the industry. Our team has extensive experience in sourcing and structuring deals, operating properties and managing assets. We also provide comprehensive advisory services that include market analysis, strategic planning, financial modeling and capital sources. Our team is committed to helping our clients achieve their desired outcomes.

Louis Tommasino CPA & Associates

Louis Tommasino CPA & Associates is a full-service accounting firm with a focus on providing quality services to small businesses and clients in the entertainment industry. Led by Louis Tommasino, the firm's mission is to provide long-term solutions that ensure financial security and soundness for each client. Louis has an extensive background in public accounting, government controllership, and private CPA practice. The firm offers a variety of services, including business management, accounting, estate and trust planning, tax preparation, trustee services, business consulting, tax management, planning and management advisory, entertainment services, reviews and compilations, financial and retirement planning, IRS representation, entity selection and restructuring, pension and profit-sharing plans, business valuation, assurance and advisory services, litigation support and forensic accounting, bookkeeping/write-up, QuickBooks accounting assistance, cash flow and budgeting analysis, mergers and acquisitions, and IT services. Louis Tommasino CPA & Associates strives to provide professional, reliable, and comprehensive accounting services to their clients. They are committed to helping their clients maximize their financial security and success.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.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.