Edward Jones - Financial Advisor: Dustin R Kazmar

Century Law Group, LLP

Century Law Group, LLP is a Los Angeles-based law firm that specializes in professional license defense. The firm’s experienced attorneys have been helping clients from across California for over 50 years. They specialize in representing professionals such as lawyers, real estate agents and brokers, insurance agents, child and adult care providers, financial advisors, and health care workers. The legal team at Century Law Group has extensive experience in matters related to professional licensure admission, license reinstatement, professional liability, malpractice defense, and professional misconduct or gross negligence. They provide assertive representation and creative strategies to protect their clients’ licenses and help them reach their desired goals. The firm’s clients include health care workers such as doctors, dentists, nurses, and psychiatric technicians, insurance and real estate professionals such as brokers and agents, financial professionals such as registered investment advisers, and child and adult care providers including day care centers. Century Law Group understands the possible impact that their clients’ situations may have and offers knowledgeable counsel and results-oriented representation to help them achieve a positive outcome.

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

JHG Financial Advisors

JHG Financial Advisors supports clients in making sound financial choices to ensure their future prosperity and reach their ambitions. Our advisors are equipped with the skills and knowledge to provide clients with the best possible advice and guidance on financial planning, enterprise benefits, and 401K rollover organization and management. 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.

Waddell & Reed, Denver Tech Center

Financial planning, investments and insurance products are essential components of a successful financial strategy. Financial planning involves setting long-term goals and objectives and crafting a plan to meet them. This includes looking at all aspects of your financial life such as income, investments, and retirement savings. Investments are an important way to build wealth over the long term. They allow you to diversify your portfolio and hedge against market fluctuations. The types of investments available vary, but they can include stocks, bonds, mutual funds, REITs, and exchange-traded funds (ETFs). Insurance products provide protection against unexpected financial losses. There are many types of insurance products, such as life, health, home, auto, and disability insurance. Having insurance in place can help protect you and your family from financial hardship if something unexpected were to happen. It is important to shop around for the best coverage that meets your needs and budget. These components of a financial plan can help you manage your money with greater efficiency, allowing you to make the most of your financial resources. In order to maximize the benefits of these tools, it is important to develop a comprehensive understanding of financial planning, investments, and insurance products. Working with a qualified financial advisor can help ensure that you have the right strategies in place to achieve your financial goals.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.

Edward Jones - Financial Advisor: Paul J Matatall

At Edward Jones - Financial Advisor: Paul J Matatall, we understand that this is a difficult time for many people. We are here to offer our support and guidance, as we care about both your physical and financial health. We strongly believe that your financial goals should always be discussed face-to-face with an advisor, and our team is ready to help you prepare for retirement, save for education, and become a tax-smart investor. With years of experience, we are confident that we can provide the advice and solutions you need for your financial success. 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.

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

Financial Essentials

Financial Essentials is a financial advisor providing services for individuals, families, and businesses. We strive to provide our clients with the best investment advice and support possible. Our team of experienced financial advisors are committed to helping you reach your goals and make smart financial decisions. We provide a range of services, from retirement planning to wealth management, to ensure you make the most of your money. With our fiduciary model, we strive to provide unbiased and objective advice that is tailored to your specific needs. At Financial Essentials, we are dedicated to helping you make the most out of your finances. Our advisors are knowledgeable in a range of financial areas, providing comprehensive services such as investment advice, estate planning, and tax preparation. We'll work with you to create a unique plan that best meets your current and future needs. We also offer comprehensive investment advice, helping you make the right decisions when it comes to investing. Whether you're looking for guidance on a single purchase or help managing your entire portfolio, our team is here to help.