Summit Financial Group

Financial Planning For Women

Financial Planning For Women specializes in financial services for single, married, widow, and divorcee women. We focus on SMART financial strategies which are unique to women. Our team specializes on investment, taxation, social security, and retirement planning for women.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals who are retired or retiring within the next 5-10 years, with a nest egg of at least 350K, tackle their fears and worries about running out of money, stock market volatility, or increasing taxes. We do this by providing objective and mathematical solutions so that they can achieve the retirement of their dreams. Our team is comprised of experienced professionals who understand the retirement landscape and have the tools needed to craft a secure financial plan for our clients. We provide personalized services tailored to each individual's needs and goals, allowing them to enjoy a comfortable retirement without worrying about their finances. Through our expertise and understanding of the current economic environment, we are able to provide sound solutions that can give our clients peace of mind.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Wade Marketing

Wade Marketing is a digital marketing agency dedicated to helping businesses increase their revenue. We specialize in paid ads, organic SEO, PPC, OTT advertising, CRO & email marketing, giving our clients the tools and expertise they need to reach their goals. We work with companies of all sizes, providing them with tailored plans for success. We also offer several programs for digital marketers, such as our Independent Partnership Program, our Digital Marketing Mentorship Program, and our Digital Nomad Training Program. We have received excellent feedback from these programs and have helped digital marketers get to new heights in their careers. Furthermore, we provide white label services for agency owners and freelance business owners in the digital space, assisting them with their client rosters and freeing up their time to focus on new customers and higher revenue. At Wade Marketing, our top priority is visibility and transparency. We guarantee that all of our services are customized to meet the individual needs of our clients, no matter the size of their business. With our help, any business can grow and succeed.

Knox Financial

Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs. 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.

Anaya Associate PLLC , CPA firm

At Anaya Associates PLLC, we are a CPA firm committed to helping businesses succeed financially. Our focus is on providing top-notch tax preparation, accounting, bookkeeping, and business advisory services that will help you reach your goals. We care deeply about building long-term relationships with our clients and strive to understand their individual needs in order to give them the best possible service. We approach our client partnerships as if we are part of the business, taking the time to get to know each other and develop a customized plan for success. 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.

McGlothin Insurance & Financial Services

At McGlothin Insurance & Financial Services, we strive to provide our clients with personalized life, home, renters and auto insurance policies that offer the best coverage for their needs. Our experienced staff will provide honest advice and accurate quotes on all types of personal or property insurance. We go beyond just offering insurance, and can also assist with financial planning. For more information or a free quote, don't hesitate to call us. Our team of friendly and knowledgeable professionals are here to help you get the most out of your insurance policy. We take the time to understand your unique circumstances and provide you with the advice and support you need to make the right decisions. You can trust us to ensure that you are receiving the best possible coverage at the most competitive rates.