Investments Made

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.

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.

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.

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.

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.

Chicago Financial Services

Chicago Financial Services, Inc. (CFS) was founded in 1990 and headquartered in West Town area of Chicago, IL. We are dedicated to providing individuals with residential mortgage services, including the purchase and refinancing of Condos and COOPs in IL, IN, MI, MO, WA, and WI. Our commitment to offering a superior service is what sets us apart from other lenders, as all aspects of the process are managed internally. At CFS we pride ourselves on delivering an exceptional experience for our clients, with transparent communication and speedy turn times. Our small size allows us to provide tailored solutions and an overall better service to our customers.

MDS Financial Services

MDS Financial Services Inc is a full-service accounting and tax preparation business based in the Chicago land area. Our team of tax professionals understand the importance of taking the lead when it comes to your finances. We are committed to providing quality, reliable and prompt services in a professional manner. We offer a range of services to the general public and small businesses, including payroll taxes, P&L statements, tax returns, consulting, corporate and business partnership taxation, and accounting services. Our flexible schedule and competitive rates make us stand out among other companies. On top of that, we provide a direct and personable approach in understanding your taxes tailored to your specific needs. Our team of experienced accountants are ready to provide you with the honest financial advice you need and deserve. Get in touch with us today to find out more.