Chris Burke Spectrum - Barcelona Financial Adviser

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.

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.

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.

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.

Fair Winds Tax & Financial

Fair Winds Tax & Financial is a company that provides comprehensive taxation and financial advice. Our services include individual tax filing, assistance for non-resident aliens, expat tax returns, amended returns, business tax preparation and planning, payroll management, startup business consultation, retirement planning, and fee-only financial advising. We have offices in Worthington, Westerville, and near Easton Town Center for our customers' convenience. Our team of experienced advisors are devoted to providing the best service possible. We have extensive knowledge and experience in the industry, allowing us to provide you with the most comprehensive and sound advice. We're always available to answer any questions you may have regarding taxes, accounting, and financial advising.

Charles Schwab

Charles Schwab established a brokerage firm with the goal of providing a more modern approach to wealth management. They have been serving clients for over 40 years and have developed products and services that put their clients' needs first. They offer personalized financial advising, retirement planning and investment research as well as workshops covering a range of topics from investing basics to complex trading strategies. They strive to create an environment where their clients can make informed decisions about their finances and investments. The team at Charles Schwab is committed to helping their clients achieve their financial goals. They provide a wide range of services including online investing, portfolio management, and more. Their team of experienced professionals are here to help clients navigate the ever-changing markets and develop a plan that works best for them. In addition, they offer complimentary workshops to educate their clients on various aspects of investing.

Family Financial Strategies

Financial Advising Estate Planning Financial Services Money Management Business Start-ups Business Growth and Expansion Tax Strategies and Accounting Procedures Asset Protection Entity Formation (LLC, LP, S Corp, Trusts, Etc.)