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.

Lambert Parkhill Financial Group

The Lambert Parkhill Financial Group was created to provide sound advice and guidance to residents of Canberra and Queanbeyan in regards to their financial success. They specialize in wealth creation, such as investments, tax advice, financial planning, SMSF, redundancy advice, and superannuation, as well as wealth protection with personal insurance, income protection, life insurance, trauma insurance, TPD, keyman insurance, buy/sell insurance, general insurance, and estate planning. Their services are comprehensive and tailored to the client’s unique situation and needs. The Group has also been providing assistance and support to cancer patients and their families within the ACT, Queanbeyan and surrounds for 10 years through their partnership with the Cancer Support Group, ACT Eden Monaro's Own.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.

The Cooke Law Firm

The Cooke Law Firm is a comprehensive tax law firm providing a wide range of services to individuals and businesses. Their mission is to assist their clients in achieving their financial goals by planning for the transfer of wealth in the most tax-efficient manner, while also providing professional representation for criminal tax fraud cases.The firm offers an array of estate planning services like wills, trusts, powers of attorney, and advance health care directives. With business-related services, they provide entity selection and creation assistance as well as resolving transactional disputes. Business owners can rely on their team of experienced attorneys to provide comprehensive legal advice and services.

Allstate Insurance Agent: Trevis A Davie

For over 21 years, I have been an Allstate Insurance Agent: Trevis A Davie and have been able to learn the ins and outs of insurance. With my experience and knowledge, I have been able to assist many families with their protection needs. I understand the importance of safeguarding what you value most in life, like your family, home, car, and boat. Allstate has been providing quality customer service for 85 years. They are recognized for their financial strength and excellent claims service which has earned them an A+ (Superior) rating from AM Best. I am proud to be part of a company that is reliable and trustworthy.I am here to help ensure that your finances stay on track. I can provide you with Allstate's wide range of products as well as offer advice and guidance to help you reach your financial goals such as paying for your child's education and preparing for retirement. Get a personalized insurance quote today! Contact my agency for a fast and competitive rate.

New York Life

As a Licensed Agent for New York Life, the largest mutual life insurance provider in America, my main mission is to help you and your family build a vision for your short and long term financial objectives. I can assist you in achieving these goals by providing strategies for Protection, Accumulation, and Distribution. Our process creates plans that are tailored to each individual's or family's needs. We offer insurance, investments, and retirement solutions along with professional guidance to help you maintain financial health throughout your life. No matter what life throws at you, New York Life is here to help you, your family, and your business. We have been providing reliable and long-lasting services since 1845, and we make sure to keep our promises to protect our policyholders and their beneficiaries. To back up our pledges, we have an impressive cash reserve of $23.3 billion*, which demonstrates our capability to meet our obligations. On top of that, we have been paying dividends for many years, including during the Great Depression and the Great Recession. We have also received the highest financial strength ratings from any life insurer.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.

Allstate Insurance Agent: Scott Vermeulen

As a Personal Financial Representative in Redmond, Scott Vermeulen of Allstate Insurance Agent is dedicated to helping local families protect the things that are important to them. His knowledge and understanding of the community allows him to provide customers with a truly outstanding level of service. He is ready to help you find an appropriate insurance quote and create a strategy to meet your financial goals. Get in touch for a quick, personalized quote today! 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.

Allstate Insurance Agent: Paul G Langston

As a Personal Financial Representative in Mount Pleasant, I'm knowledgeable about the local families and strive to give them excellent service. I want to help protect and ensure the things that are essential to you such as your family, home, and vehicle. Additionally, I can help you make a plan to achieve all of your financial objectives. I'm proud to work with a renowned company with over 80 years of satisfied customers. Customers trust Allstate for their remarkable financial strength and exceptional claims service which earned an A+ rating from AM Best. At Allstate Insurance Agent: Paul G Langston, I'm devoted to keeping your financial life on track. I can not only help you with the numerous financial solutions that Allstate offers, but I can also provide my expertise to assist you in reaching your financial goals. This includes planning for your child's education or planning your retirement. Contact us today for a fast and personalized insurance quote and a great rate.