Mental Wealth

Summit Tax and Accounting

At Summit Tax and Accounting, we understand the power of numbers and are dedicated to helping out solopreneurs, small businesses, and non-profits with their accounting and tax needs. Our services include tax planning for wealth creation as well as lowering your tax bill, tax compliance, tax resolution when things don't go as planned, tax audit representation, bookkeeping and accounting, and monthly CFO services to guide you in leveraging your financials to reach your goals. Our primary goal is to provide top-notch service and we take pride in our work. Contact us now to see how we can help you.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.

Forest Hills Financial Group

At Forest Hills Financial Group, we provide personalized financial planning services to individuals, families, and business owners. Our comprehensive services include life insurance planning, investments, college planning, retirement planning, estate planning, employee benefits planning, group life and health, wealth creation, and protection of wealth and assets. We are dedicated to helping our clients secure their financial futures. 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.

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

Engine Digital NY

One part digital consultancy. One part product design and engineering studio. We help our clients invent their future. We're a diverse team of strategists, designers, and engineers, driven by a need to create impactful change in the organizations we partner with. We help our clients find new ways to solve business challenges through lean research, data-driven insights, and iterative design, rooted in a deep appreciation for the end user. We work with a global list of enterprise organizations, creating new experiences that improve engagement across the customer journey. From financial services to fashion and apparel, we help a diverse client base innovate quickly. For startups and internal innovation teams, our framework for co-creation, rapid concepting, and validation has helped launch in-store digital products, redefine the sales funnel, and create the roadmap for new ventures with digital at the core. Our clients include Mastercard, Fox Factory, HP, Google, Fiserv, adidas, Samuel French, Concord Theatricals, Rocky Mountaineer, Criteo, Pirelli, 3form, Kit and Ace, TuGo, NBA, WNBA, Western Union, Lululemon, Shea Homes, Coast Capital Savings, BC Hydro, and Telus.

TFG Wealth Management

TFG Wealth Management's President, Mark Fried, is pleased to offer a free financial consultation. During this meeting, he will evaluate your present finances, strategies, targets, and determine whether your current plans are suitable for your future objectives. Our services are designed to help you achieve your long-term financial goals, integrating retirement income planning, asset and investment management, tax planning, healthcare planning and estate planning into one comprehensive package. Mark Fried is a Wealth Strategist who has worked with wealthy families for years to get clients to and through retirement. TFG Wealth Management's mission is to help clients reach their three financial objectives - Control, Security, and Financial Freedom. 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.

Matthews Financial & Insurance Solution

Matthews Financial and Insurance Solutions strives to build trust and long term relationships with our clients. We take a very hands on approach to giving our clients the best risk strategies for their company and their employees by using out of the box strategies. Life Insurance Long Term Care Section 125 Plans 401k plan Key Person Insurance Executive Benefits Voluntary Products Individual Disability 412e Plans SEP Simple IRA's Matthews Financial & Insurance Solutions specialize in tax strategies and retirement planning. Our job is help you reduce as much risk as possible. While giving you the easiest road map to your financial goals. Wealth Transfer Key Person Insurance Buy/Sell Agreements & Funding Split Dollar Estate Creation Business Loan Protection Estate Planning

Financial & Insurance Services of Texas

At Financial & Insurance Services of Texas, our mission is to help our clients achieve financial confidence. We provide highly customized strategies and access to experienced professionals such as money managers, investment strategists and insurance carriers. Our team offers a wide range of services including financial planning, cash flow analysis, retirement saving, estate conservation and risk management. Additionally, we offer education funding strategies, charitable giving strategies and self-directed brokerage accounts. With our expertise, we strive to generate and preserve wealth for our clients through every stage of life. 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.

Mental Wealth

Mental Wealth Inc. is a group of financial strategists, builders, and Community Empowerment Agents. Our mission is to provide options that best fit our clients' wants and needs, form strategies to help achieve their financial goals, and empower people to create, secure, and pass on wealth to future generations. Our team is dedicated to making a positive impact in the community through donations to not-for-profit organizations, food banks, scholarships, and mental health counseling. We also provide complimentary financial services to those in need. We are always looking for like-minded individuals to join our cause and help make a real difference.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.