Business Planning Group

Unique Financial Advisors Company

Unique Financial Advisors is a one-stop source for all your Financial needs. We provide Customized Financial Planning and Investment Management, and Tax services for Busy Professionals. Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions.

Mass Mutual Financial Group for Massachusetts Mutual Life Insurance Company

Founded in 1851, the MassMutual Financial Group is the marketing name for Massachusetts Mutual Life Insurance Company. The group offers a range of life, income and long-term care insurance products and services. It provides a variety of annuities, pension plans and mutual funds. The group serves several individual and institutional customers. The company operates the MassMutual s Retirement Services Division, which provides retirement plans. Massachusetts Mutual Life Insurance Company s affiliates include Babson Capital Management, Baring Asset Management Limited.

LPL Financial - Loren Morrison

LPL Financial, led by Loren Morrison, is a major player in the financial services industry and the biggest independent broker/dealer in the country. The company has been helping financial advisors for more than four decades to protect and grow their clients' assets. Its mission is to make it simpler to manage a financial services practice, which allows advisors to concentrate on their true aim: helping their customers reach their fiscal objectives and realize their dreams.LPL Financial offers a full suite of services to advisors, such as clearing and custody services, access to research and investment products, technology solutions, and portfolio management services. The firm also provides comprehensive operations support, compliance guidance, and business-building resources. With their expertise and dedication to client service, LPL Financial's team is committed to delivering an exceptional experience for advisors and their clients.

Morling & Company

Morling & Company - Morling Financial Advisors Morling & Company is a San Francisco/Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals along with diversified management services for small businesses. Morling Financial Advisors Our model is to execute an all world portfolio that is designed to broadly diversify across many asset classes. The goal is to reduce singular risk in the world and local economy. We believe that the client is best served by having a low management fee structure, which in the long and short term will be beneficial to their bottom line.

Local Marketing Stars

Local Marketing Stars is a premier marketing agency with expertise in generating leads and designing automation systems for Merchant Cash Advance, Financial Advisors, Mortgage Companies, Banks and Commercial Lending Institutions. We specialize in providing top-notch services to our clients to help them succeed in the financial services industry. 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.

Edward Jones - Dylan King

As a financial advisor for Edward Jones - Dylan King, I consider it essential to invest my time in understanding your objectives before you invest your money. It's important to comprehend the level of risk you are willing to take when investing, so that we can balance it with the steps necessary to accomplish your long-term goals. Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to secure the financial future of those you care for, we can collaborate to craft specific strategies to help you realize your aims. We can also keep track of your progress to make sure you're on track or if any changes are needed. Throughout the process, we are committed to providing you with excellent client service. Our office is supported by thousands of people and advanced technology to ensure you are receiving up-to-date and comprehensive advice. Additionally, we are glad to join forces with your lawyer, accountant or other trusted professionals to form a comprehensive strategy that can maximize everyone's expertise. Working together, we can develop a tailored strategy to 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.

Bercovitch Tax Law Legal Law Guidance

Introduction: Provided professional services and legal guidance to clients and their financial advisors for more than 30 years. A model of leveraged assistance and expert support to both small and mid-size public accounting firms, law firms, high net worth individuals closely held companies in management of SALT issues. Experiences: A graduate of New York University School of Law, Juris Doctorate, and of the University of California, Berkeley, Bachelor of Arts, History, Cum Laude. A member of the New York State Bar and the New York City Bar Association State & Local Tax Committee. Services: A highly regarded, practiced state and local tax attorney. Both large public accounting firm and Fortune 500 corporate industry background. A full range of state and local tax support and consulting, tax planning, and audit defense work. Clients include individuals, closely held corporations, as well as other professionals: tax law firms, accounting firms, and tax consultants. Cost-effective and reliable SALT expertise in state sales/use, income/franchise, and payroll taxes.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t