David L Mortimer

XNE Financial Advising

XNE Financial Advising, LLC is a certified Minority-owned Business Enterprise that provides tax preparation and financial planning services to individuals and small businesses. This company is recognized by U.S. Black Chambers, Inc. and National Minority Supplier Development Council. Our mission is to help customers to achieve their financial goals. We are experienced in areas such as tax filing of current and back taxes, creating profit and loss statements with QuickBooks and Microsoft Excel for businesses, and providing 12-month Budgetary Plans and Tax and Debt Analysis services for individuals and couples. We strive to provide the most professional and reliable services that meet our clients' needs.

Ella Financial Advising

Ella Financial Advising provides comprehensive financial planning, investment management, andfinancial coaching to couples, women and LGBTQ people who believe that money is a tool thatenables you to live a life with equal parts freedom and security.

Chris Burke Spectrum - Barcelona Financial Adviser

Chris Burke is a financial adviser from The Spectrum IFA Group who has lived and worked in Spain since 2009. He is based in Barcelona and provides his clients with independent advice on QROPS,Tax Efficient Investments and Succession Planning.Clients choose Chris because he always puts their interests first and works with them to provide a bespoke solution tailored to their individual needs and circumstances. He is known for being consultative, transparent, approachable and relentless in achieving the best outcome for his clients.Chris has established strong relationships with local tax advisors and accountants, which are essential for living in Catalonia. He can also help those who are already working with another financial adviser, either in the UK or abroad. He will review their current situation, consider their personal tax position and future plans.

Advisant Financial

Advisant Financial is a professional accounting and tax service provider with extensive knowledge of the ever-changing tax laws. Our mission is to help both individuals and businesses reduce their tax liabilities while taking advantage of all legal deductions and credits available. We have established an excellent reputation by providing sound advice and delivering quality services such as income tax preparation, IRS audit representation, film production accounting, bookkeeping, payroll and other strategic consulting services. Our experienced team is well-versed in taxation law and has the expertise to handle all kinds of accounting solutions. 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.

Unisource Financial Group

All financial services: * Accounting services * Business tax preparation * Financial advising * Startup taxes * Business formation * Entity selection for business owners * Quickbooks ProAdviso * Real Estate taxes * Tech startup * IT taxes "Samy is THE BEST tax accountant San Francisco has to offer!" If tax preparation and accounting sound scary to you, it doesn't have to be! We can help. Don't let your taxes break you! We work year-round to minimize your tax burden.  Our goal is to provide you with tools and personalized service to help you make smart tax decisions.   "Best financial services in San Francisco." We offer a complimentary consultation.  We'll get to know you, listen to your concerns for your business and financial future, then focus on realistic solutions.  That is what we do every day at Unisource Financial Group. We are very flexible and make time to meet and answer all your questions. "Thank you for your amazing service and hospitality. I will definitely recommend Unisource to anyone in need!" "I've been very happy with Samy's professional tax services and GREAT customer service skills." Always attentive and quick to respond, we have a great one-on-one service and are extremely reliable.

Spectrum Financial Group

Spectrum Financial Group is a full-service financial advising and planning company located behind the Fashion Mall. They specialize in helping clients achieve their financial goals, providing services such as business owner planning, buy-sell plans, fee-based advising, investment advice, retirement planning, and wealth management. In addition to these services, they offer a variety of products such as 401Ks, annuities, indexed universal life insurance, investments, IRAs, keyman insurance, life insurance, mutual funds, permanent life insurance, return of premium term, Roth IRAs, simple IRAs, term life insurance, variable universal life insurance, and whole life insurance. Spectrum Financial Group has a team of experienced professionals who are dedicated to helping individuals and businesses reach their financial objectives.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.

Avalon Accounting

Accounting, financial planning, investment advising, tax services, tax prep, business finance, Avalon Also works with individuals, corporate and partnership clients including tribal enterprises, 8(A) firms, non-profits and municipalities as a Certified Minority Firm with the City of Phoenix, ADOT and the Navajo Nation.

Steven M. Vogt, CPA, EA

For over twenty years, the clients of Steven M. Vogt, CPA have relied on his team's personal and business tax return preparation services, full-service bookkeeping, and expert financial advice to stay on top of their finances. His staff of tax planning and financial professionals in Chandler and Queen Creek, AZ, provides highly personalized services that utilize their extensive knowledge of current laws and regulations to serve you best. Steven M. Vogt, CPA specializes in a wide variety of tax preparation services, covering individual, small business, and gift and estate taxes. His team strives to make the entire process as stress-free as possible while finding the maximum amount of deductions and credits their clients are eligible for. Clients also count on Steven M. Vogt, CPA to help them resolve IRS tax problems, with a successful track record attesting to this team's efficacy. His company always provides affordable, professional assistance to its clients when they need help the most. Steven M. Vogt, CPA also offers a wide variety of small business accounting services, ranging from payroll to check writing. His experienced accounting team has the knowledge to assist with monthly bookkeeping services, bank reconciliations, and financial statement preparation to keep business on track. When it comes to helping small businesses achieve success through smart financial decisions, this CPA firm's financial advising services are invaluable.

Wealth Management Partners of Los Angeles

Mr. Tuckman is a Financial Advisor (adviser) in the Los Angels area. We will start with a phone conversation and offer comprehensive financial advice and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly and succinctly. I do everything from planning for retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful advice, financial investing guidance, financial advising. I am very knowledgeable about investing, and come highly recommended through the Dave Ramsey SmartVestor Pro Program, of which I am a member. I am very knowledgeable about investing, give great advice, and will give you a jam-packed list of planning advice to help your financial security in your latter years. I am passionate and knowledgeable about my field and  tailor discussions to your specific situation. I can provide fresh ideas, life insurance advice and I am good with young adults. I can provide useful tools to accomplish financial goals, offer assistance with debt elimination, PLUS I'm easy and pleasant to talk to. I highly recommend you seek my counsel and financial perspective when planning for your future finances. I will explain any questions you may have in making choices to attain your goals. Servicing Malibu, Los Angeles, Torrance, El Segundo, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson and beyond.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial 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.

Edward Jones - Financial Advisor: Melanie M Marlin

At Edward Jones - Financial Advisor: Melanie M Marlin, we specialize in providing personalized and relationship-based wealth management and financial advising services. We strive to help our clients reach their financial goals by taking the time to understand the client and their objectives. Our team utilizes the current market and economy to ensure our clients have access to the best opportunities for success. We believe in a holistic approach and will work with our clients throughout their life transitions. Our advisors are passionate about helping people, and we enjoy teaching our clients and guiding them to financial freedom. We invite you to come in for a complimentary evaluation and/or stress test to get started on the path towards success.

America's Annuity

America's Annuity is the premier provider of annuities, offering our clients the best rates and top annuities. We have been voted Best of our Valley in 2017 and 2018, and nominated for the 2017 BBB Torch Award for Financial Advising. Our focus is on helping our clients achieve their retirement goals through preservation, accumulation, income, and distribution. To that end, we have developed the Annuity Analyzer© to provide existing annuity owners with education on their policy and to determine if they need a better annuity to meet their needs. We also have the Annuity Comparison Questionnaire© to help our clients figure out which type of annuity is right for them. At America's Annuity, we strive to give our clients 33% more income without having to risk their money in the stock market. We offer a wide range of products and services, including annuity, fixed annuity, income annuity, variable annuity values and benefits analysis, index annuity, death annuity, and life insurance. Let us show you how we can help you reach your retirement dreams.

Golden Trust

Golden Trust Financial Corporation is a professional financial advising firm that focuses on helping clients plan for their retirement. We provide a wide range of services, such as 401Ks, IRAs, personal and corporate tax planning, health and life insurance, and Medicare. Our team of experienced financial planners works closely with clients to develop the most suitable solutions for their retirement needs. They carefully analyze the market and select the most competitive and reliable products with steady growth and no risk of principal loss. In addition, we also conduct regular reviews of our clients' insurance policies to ensure that they are up-to-date with their retirement planning. 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.

Bridges & Associates, CPA's

At Bridges & Associates, CPA's, we offer a personal approach to accounting services. Whether you are starting a new business and need help selecting the right entity, or you would like to use QuickBooks for all your financials but need assistance integrating each category, our team is here to help. We can also help identify and correct past bookkeeping errors and provide financial planning and advising. For those interested in investing in rental property, we can provide you with tax compliance advice prioritizing the necessary steps. We specialize in tax preparation, small business accounting and tax, rental real estate accounting, QuickBooks services, LLC and S-Corp tax planning and business tax compliance. No matter what your financial needs are, we are committed to providing the highest quality service and ensuring that you understand where your finances are at and where they are headed. Contact us today to find out how we can help you.