Nelson Chartered

Nelson Chartered

Nelson Chartered provides specialized elder care financial services for families with aging loved ones. Our program is designed to help seniors protect and maintain their assets, including daily cash management, monthly client contact and case review by an account manager, and the maintenance of a retirement budget. This helps seniors meet their financial obligations within their means and avoid exploitation. We also offer a full range of business services tailored to small to medium-size businesses. These include bank and account reconciliations, closing and adjusting journal entries, preparation of payroll and sales tax returns, financial statement preparation, consultation on your financial situation, and filing of income tax returns. Our team is devoted to helping you or your family member manage, protect, and plan your financial affairs. We are committed to helping you make the right decisions for your needs.

Cherie D. Putman-CPA A

Individual Services: Comprehensive Tax Planning and Preparation Estate and Trust Services Divorce Planning *Elder Care Business Services: Bookkeeping Payroll Part-Time CFO Accounting Department Support & Setup Comprehensive Tax Planning & Preparation Business Performance Reviews Succession Planning Buy Sell Agreements Strategic Business Planning Budgeting and Cash Flow Management Our Value: The value that we bring to the table is unique, for the benefit of our clients, and efficient and effective. Through our experience, we have positioned ourselves to enable our clients to honor the important promises they make to themselves, their families and others that are most important to them.

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.

Davie Financial Services

At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs. Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.

Michael Haboush CFP, CRPC, LUTCF

Signature Financial Group, LLC is a financial services firm dedicated to helping clients achieve their financial goals. Mike Haboush, a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Life Underwriter Training Council Fellow (LUTCF), works to maintain and improve clients' standards of living, maximize wealth, prepare for retirement and protect and preserve estates. The team at Signature Financial Group, LLC strives to provide tailored solutions using a variety of life insurance, investment products and services, annuities and long-term care insurance, allowing clients to plan for the future with confidence. With years of experience and expertise, Mike Haboush and the rest of the Signature Financial Group, LLC team are committed to helping clients 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.

J W Hunt & Co CPA

J W Hunt & Co CPA is an Accounting firm based in South Carolina that provides a wide range of services for business owners, executives, and independent professionals. Their services are designed to be both affordable and convenient, while offering experienced and friendly support. The team at J W Hunt & Co CPA specialize in Estate Planning, Elder Care, Business Services, Small Business Accounting, Part-Time CFO Services, Audits - Reviews - Compilations, Cash Flow Management, Succession Planning, New Business Formation, Non-Profit Organizations, Internal Controls, Tax Services, Tax Preparation, Tax Planning, Tax Problems, IRS Audit Representation, Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems, IRS Liens, IRS Levies, IRS Wage Garnishment, IRS Seizures, Offer In Compromise, IRS Payment Plan, Bankruptcy, Innocent Spouse Relief, and more. With their experienced and dedicated team, J W Hunt & Co CPA are committed to providing the best accounting services available.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.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Matter Communications Inc

Expert Communications Inc. is an OmnicomGroup Company. It is a team of direct marketers that specializes in strategic planning, account management, data analysis, creative development and production supervision. The company offers a wide range of direct advertising, marketing support and collateral services. In addition, Expert Communications Inc. provides database marketing, modeling/analytics, architecture, data processing and procurement services. The company serves the health care, financial services, high-tech, telecommunications and packaged goods sectors. Some of its major clients include Adobe, AOL, Autodesk, Electronic Arts, Extrade Financial and Union Bank. ECI Healthcare is a division of Expert Communications Inc. It is located in San Francisco, Calif.