Preferred Trust Company

New Stage Investment Group®

At New Stage Investment Group®, we strive to put our clients first. We offer a variety of options that give our clients the flexibility to choose the best fit for their needs and circumstances, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our team of professionals is dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination, pensions and IRA investments, insurance, long-term care and tax-related investments. 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.

Profectus Financial

If you're a business owner, you know well the obstacles of launching a successful business and the following challenges you face in running it. Promoting profit growth, handling taxes, protecting your company's assets, and planning for retirement are all concerns many business owners must address. High net worth and other wealthy individuals may face similar challenges, as their assets are consistently threatened by taxes, time, and other liabilities. Although these issues can be daunting at times, they are good problems to have, as they validate a very significant accomplishment: financial success. Profectus Financial builds its core services around: *Profitable Business Owners - by helping them with minimizing income taxes through implementation of sophisticated, time tested and proven techniques that may yield significant tax saving benefits. Put simply, we take money that business owners would have paid in income taxes and convert it into asset-protected retirement wealth. The ideal candidate would be someone who has at least $500,000.00 in net taxable income; is around age of 45; has less than 50 full time employees. **High Net Worth Individuals - by designing and offering a well-balanced portfolio through a mix of well-diversified and non-correlated investment options. The ideal candidate is someone with minimum of $250,000.00 in invest-able assets.

KeyPoint Credit Union

At KeyPoint Credit Union, our mission is to improve people's lives by providing a full line of financial products and services with better rates and fewer fees than traditional banks. Our members can enjoy free checking and Visa Debit Card with Passport Rewards deals, low-rate loans such as mortgages, auto, home equity and credit cards, high-yield savings, money market accounts, certificates, IRAs, investments and affordable insurance. Other benefits include free online banking, mobile apps and bill pay, 30,000 free ATMs and 5,000 CO-OP branches nationwide, Starting Point program for first auto loan, free financial education seminars, college scholarship program and great member discounts. Plus, we offer convenient car-buying through Autoland. Our services are federally insured by NCUA, and we are an Equal Housing Lender with NMLS# 417395. 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.

Scott A Ryan ,PA - RE/MAX Experience

Real estate is a big financial decision for most people, and I'm here to help them make the right one. I take pride in being honest and have a great attitude when it comes to dealing with customers. From the stories I've heard, people have had some bad experiences with real estate agents in the past. I began my career in 2013, and since then I've seen that people are often wary of working with an agent. I don't view myself as a salesperson - I'm here to educate you on the current market, explain the buying/selling process to you, and help you make informed decisions. You'll be able to trust me from the start. My communication is top notch and I'm always available via call, text, or email. When it comes to Wilton Manors, FL, I'm your go-to guy. Whether you're looking for residential real estate services, real estate investment options, or condo, house, or townhouse for sale, I can help. Scott A Ryan, PA - RE/MAX Experience is one of the best real estate brokers in this area. If you want the best service, then look no further than me.

Marshall Reddick Real Estate

Marshall Reddick Real Estate offers professional property management services for landlords. Our team of leasing agents, property managers, contractors, and handymen provide top-notch customer service to ensure maximum rental income and profit. We have Realtors in 16 markets across the United States to help you buy or sell residential real estate, investment property, or vacation homes. We also host online and in-person events such as educational classes, investment opportunities, and social gatherings to help further your knowledge in the real estate market. Our Real Estate Advisors offer complimentary real estate consultations for hands on assistance. For a more independent approach, our Learn section on marshallreddick.com offers self-paced learning opportunities.We provide non-owner occupied private money financing at competitive rates for both short term fix and flip loans and long term buy and hold investments. Interest rates are fixed for all loan options. Lastly, we offer high return investment options through mortgage and trust deed investing. All loans are secured by real estate and originated delicately in-house.

Real Estate Opportunity - Upper Arlington Office

Real Estate Opportunity (REO) has been providing commercial real estate services since 1989. Our owner and broker, Jeffrey T. Keller, has over 30 years of expertise in the industry and has built a highly qualified team of agents. We are experienced in finding opportunities and helping our clients take advantage of them. No matter if you are just starting out or an experienced investor, you can count on us to help meet your goals. Our resources and knowledge enable us to assist you with a variety of investment options while minimizing your costs and maximizing returns. At REO, we don't just buy and sell commercial properties. We offer complete sales and property management services for all your buying, selling, leasing and management needs. Our portfolio includes more than 400 rental units and 500,000 square feet of commercial, office, industrial, multifamily and retail space. If you would like to speak with one of our commercial real estate specialists, contact Real Estate Opportunity - Upper Arlington Office today.

Preferred Trust Company

Preferred Trust Company is a licensed trust company dedicated to providing exceptional service to clients across the United States. Our priority is educating individuals and small businesses on the best investment options for their IRA, equipping them with the knowledge to make informed decisions. Founded in 2007 with a mission of removing the barriers of traditional investing in an IRA, we help our clients grow their wealth through tax-advantaged retirement investments. Our experienced team is committed to delivering superior customer service. We provide guidance throughout the entire process, helping customers understand their options and complete transactions with ease. By educating our clients, we enable them to make the most out of their retirement savings and secure a financially secure future.

Pensinger Financial

Pensinger Financial is a fee-only Registered Investment Advisor (RIA) that serves young professionals as they transition into the workforce, begin to establish careers and families. Its founder Michael Pensinger understands the difficulty of believing financial advisors have the best interests of clients in mind. Hence, Pensinger Financial works with clients to ensure there are no hidden charges or commissions, and also has a fiduciary duty to clients to look out for their best interests. Unlike robo-advisors, Pensinger Financial does not fit individuals into a box. Instead, it talks face to face with individuals to design a financial strategy that best fits their needs. It provides advice on 401(k) investments, college funds and IRA options. Furthermore, it charges for hourly financial planning services, and a small percent of assets under management for professional investment advice.