Douglas K Foster - Parkland Securities

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.

Financial Planning Consultants

At Financial Planning Consultants, we strive to help families understand their financial goals and how to achieve them. Our team of experienced professionals provides comprehensive and customized financial planning strategies to meet the individual needs of each client. By walking you through a step-by-step process, our team ensures that you are confident in your decisions and can make the most of your wealth. We are dedicated to providing personalized financial advice and services, helping you to create purpose with your wealth. Our services include assistance in determining which objectives you can afford and how to accomplish them, as well as developing a customized financial program tailored to meet your specific needs.

Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists and young professionals achieve their financial goals. We offer tailored financial advice and services to help individuals reach their short and long-term objectives. Our team of experienced advisors provides personalized guidance, support, and strategies to ensure our clients are on the path to financial success.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.

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.

Robert & Associates

Susanne C. Robert, C.P.A. is a professional financial representative committed to saving both time and money for her clients and their businesses. She works with an understanding of her clients' financial objectives and helps them achieve those goals with compassion and trust. With over 20 years of experience, Susanne C. Robert, C.P.A. promises to make sense of any financial situation and address all concerns as needed. She will provide guidance and develop a plan tailored to the individual or business she is assisting. In short, Susanne C. Robert, C.P.A. offers reliable and expert financial advice and service to her clients, ensuring that their financial objectives are met and that they have the support and trust of their financial representative.

Leonard & Associates CPAs

Leonard & Associates CPAs is a Certified Public Accounting firm based in the State of Illinois dedicated to providing individuals, small and medium-sized businesses, and non-profit organizations with professional financial services. We specialize in personal accounting, tax preparation, tax planning, and tax problem resolution. Our team of experienced professionals provides comprehensive accounting and tax filing services for all states. For businesses, we offer monthly or quarterly accounting services, tax preparation for small businesses, partnerships, and corporations, part-time CFO services, cash flow management, and financial compilations. Our CPAs are committed to providing businesses with sound financial advice and services tailored to their unique needs.

VLP Financial Advisors

At VLP Financial Advisors, we are dedicated to helping people safeguard, maximize and pass on their wealth. We provide financial advice tailored to individual circumstances, families and business owners so they can make informed decisions and improve their financial outlook. 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.

Edward Jones - Financial Advisor: Jeremy LaMonica

Edward Jones - Financial Advisor: Jeremy LaMonica offers comprehensive financial advice and services to help their clients reach their financial goals. They specialize in investments, mutual funds, retirement planning services, financial planning consultants, financial services, investment advisory service, annuities & retirement insurance plans, investment securities, stock & bond brokers, financial planners, investment management, financing consultants, pension & profit sharing plans, and stock & bond transfer agents. The team at Edward Jones - Financial Advisor: Jeremy LaMonica has many years of experience and is committed to providing the best financial services for their clients. They strive to provide complete and comprehensive services, from initial consultations to long-term financial planning. Their team is dedicated to understanding each client's individual needs and providing tailored investment advice. They also have a variety of resources and tools available to help clients make informed decisions about their finances.