N3 Capital

Schutte Financial

Schutte Capital is an award-winning financial advisor and fiduciary offering custom wealth management planning and leading investments. Our accelerated returns fund has achieved top performance and continues to be a great investment option for individuals looking to enhance their financial portfolios. We understand the importance of properly allocating funds in order to accomplish your objectives and goals. We are committed to providing you with personalized advice based on your individual needs and circumstances. Our experienced team will work closely with you to develop a plan that is tailored to reduce taxes, protect assets and maximize income. We offer a wide selection of investments, along with ongoing monitoring and periodic reviews to make sure your portfolio is performing as expected and meeting your current financial needs. At Schutte Capital, we are dedicated to helping you navigate all of your financial decisions, while preserving and protecting your hard-earned money. Visit us at SchutteCapital.com to find out more about our services and how we can assist you with your wealth management needs.

Liberty Capital Services

We established Liberty Capital Services after graduating from Ohio State University with degrees in finance. As financial advisors, we had the option of staying in the traditional private banking industry, but we wanted to create something new - a mortgage consulting service that would provide homebuyers with the same VIP services that private banks offer their financial planning customers. This was an unheard of concept when we introduced it over two decades ago, and our exclusive benefit has remained ever since. Instead of treating customers as just transactions, we build long-term relationships with them. Although others have tried to copy our service, none have been able to match the level of excellence we offer.We also give back to our community through various charities, such as those supporting veterans, the Ohio Food Bank, Lutheran and Catholic Social Services, and Helping Hands. We are proud to be part of the Central Ohio region and would be honored to establish a long-term relationship with you.

Lifetime Capital Group

Lifetime Capital Group LLC is a San Francisco-based financial advisor firm that provides the guidance and expertise needed to make the most important financial and life decisions. Our team of knowledgeable experts are committed to helping you build a secure, prosperous future by offering support and advice on topics such as Wealth Management, Financial Planning, Investment Management, Tax Planning, Risk Management, Business Counseling, and Estate Planning. With our personalized approach, we will help you find the right path to financial freedom and success. Our experienced advisors have decades of combined experience in the financial industry, allowing us to provide the best possible solutions for your unique situation. 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.

Orion Capital Management

Orion Capital Management is a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our team of experienced professionals provides comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs and objectives. With a commitment to excellence and integrity, we strive to build long-term relationships with our clients, ensuring their investments are managed with the highest level of care and attention.

Clarity Capital Management

Clarity Capital Management is open for business during the Covid-19 pandemic and offers a free consultation to discuss your tax and financial planning needs. Our team specializes in income planning, yield generation, risk management, estate planning, and survivor planning, as well as benefits and planning services for federal employees. We offer a large variety of investment options and insurance products, consolidated reporting and competitive fees. Our advisors are certified fiduciaries and investment advisor representatives who provide face-to-face meetings, even for those who live out of state. We work with your tax professional and attorney to ensure optimal tax efficiency and estate planning for your needs. Social security and Medicare optimization can also be achieved. Our goal is to help you minimize volatility and maximize your financial success. 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.

Capital Insight Group

At Capital Insight Group, we specialize in providing personalized financial planning and asset management services to successful families and high net worth individuals. We pride ourselves on being independent advisors that make decisions objectively, honestly and tailored to each client's needs. We always act as a fiduciary, meaning that our advice is always with the best interest of our clients in mind. We believe in doing what is right and take our responsibility to our clients seriously. Capital Insight Group is not affiliated with The Strategic Financial Alliance, Inc. (SFA). Jeff McClenning, CFP and Andrew Crane are registered representatives and investment advisor representatives of SFA. Investing in securities carries risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. If any client has questions or concerns pertaining to their account, please contact us directly. Do not post personal, account or transaction information anywhere on this site.

North Capital

North Capital is a Registered Investment Advisor, providing financial planning and investment management services to individuals, families, small businesses, and non-profit organizations. Our goal is to help our clients plan for their retirement, save for college, invest for their future, and maximize their wealth. We offer a variety of services such as financial planning, investment advice, retirement planning, Roth IRA conversions, 401k, 403b, and IRA. Our approach is based on time-tested principles of broad diversification, open architecture investment selection, low costs, and tax efficiency.Our team has the experience, knowledge, and trustworthiness to help you achieve your financial goals. With us, you get a fresh perspective on how to best invest in yourself and your future. We offer personalized advice tailored to your needs and preferences, ensuring that you get the most out of your investments.

Vantage Capital Alliance

Vantage Capital Alliance is an innovative financial planning firm that offers a variety of services to help individuals reach their financial goals. Our services focus on reducing risks, increasing savings, protecting assets, and providing multiple guarantees. We also offer retirement coaching, life insurance, student loan consolidation, credit repair, and debt settlement services. Our goal is to help our clients achieve financial success by providing them with the tools and resources they need to make sound decisions about their finances.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.