Edward Jones - Financial Advisor: Grant P McGraw

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. 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.

Fields Financial Planning

At Fields Financial Planning, our mission is to provide comprehensive financial and retirement planning services to families and individuals in the Columbus, Ohio area. We help our clients understand their overall financial picture, set goals for the present and future, and recognize the interconnectedness of all aspects of a financial plan. Our experienced team is trained to help clients maximize their Social Security benefits, plan income distributions, analyze portfolios objectively, and prepare for their legacy. We are also knowledgeable in life insurance and long-term care options. As independent advisors, we have access to a variety of strategies and products to meet our customers' needs. Contact us today to find out how we can 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.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.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.

Sorge CPA & Business Advisors - Waukesha

Sorge CPA & Business Advisors - Waukesha offers a range of services, including audits, reviews, compilations, and preparations; business advisory services; individual and corporate services; accounting and payroll services; and financial and retirement planning.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.

Aspen Wealth Planners LLC

Portfolio analysis is a key component of financial planning. It involves reviewing an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific goals and circumstances. As part of this process, tax planning and preparation should be considered to ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another important element of portfolio analysis, with the aim of ensuring that adequate coverage is in place for both present and future needs. Goal setting is an essential aspect of any comprehensive financial plan. Financial planners should work with clients to identify their long-term objectives, map out realistic steps to achieve those goals, and track progress against these benchmarks. Cash management and budgeting are two further facets of financial planning which provide guidance on how to save and manage funds on a daily, monthly and yearly basis in order to achieve financial success. Retirement planning is also a fundamental component of any financial planning strategy. It involves assessing current resources and determining appropriate strategies to ensure sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas that should be included in a comprehensive financial plan. Both of these strategies can help to maximize the benefits of financial resources for both the recipient and their loved ones.

Charles Schwab

Charles Schwab began a stock brokerage company with a core mission to provide a better way to manage wealth. For over 40 years, they have been dedicated to helping their clients achieve financial success through personalized financial advising, retirement planning, and expert investment research. They also offer complimentary workshops on topics from investing basics to more advanced trading strategies. Schwab provides a range of services, from wealth management to brokerage products. Their team of advisors are committed to providing customers with the best experience possible and offering them tools, advice, and guidance to help them make the most informed decisions about their financial future.

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.

LifeStyle Tax & Accounting Services

At LifeStyle Tax & Accounting Services, we provide a wide range of services for individuals and small businesses, including tax preparation, accounting, payroll, trust accounting, non-profit organization tax/information preparation, QuickBooks training and consulting. We offer expert service at an affordable price, with special discounts for elderly clients and veterans, as well as child returns when completed with a parent's return. Our team consists of one active Certified Public Accountant with over 30 years of tax preparation experience and one additional tax professional with the same amount of experience. In addition, we partner with LifeStyle Financial & Tax Advisors to provide financial and retirement planning.We serve the greater Minneapolis and Saint Paul area, including Maple Grove, Plymouth, Rogers, Saint Michael, Albertville, Hanover, Otsego, Monticello, Champlin, Andover, Osseo Brooklyn Center, and Brooklyn Park.