Bristol & West Financial Services

Bristol & West Financial Services

At Bristol & West Financial Services, we provide comprehensive financial advice on a wide range of topics, including pensions, investments, savings, mortgages, secured loans, life cover, income protection, guardian protection, critical illness cover, funeral plans, auto enrolment, ISAs, business protection, general insurance and inheritance tax planning. We strive to give our clients the best possible guidance and assistance in order to make smart financial decisions.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.

Asset Preservation Wealth & Tax

An Overview Asset Preservation Wealth & Tax, is an independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to working with seniors, serving the Sun City, Sun City West, Surprise, Peoria, Glendale, and Phoenix areas.  We offer a wide range of products and services including Mutual Funds, ETF's, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. The focus of our financial advisors is on a secure and enjoyable retirement for all of our clientele. Our History We have been assisting our valuable clients needs since February 1997. Our company takes a unique approach to our market and strives to be an industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategies have provided our clients with consistent growth, safety, peace of mind; and lasting success. - Over 17 Years of Dedicated Service - Over $420 Million Managed Client Nesteggs. - Over 9,000 Households Statewide Our Services Asset Preservation Wealth & Tax provides a thorough menu of services including Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers,  Stretch IRA, IRA Maximization techniques, Annuity consulting, Life Insurance Analysis...

West to East Business Solutions

West to East Business Solutions LLC (WEBS) is a full-service accounting, finance, and business management consulting firm, based in Phoenix, Arizona. Who We Serve At West to East Accounting Solutions, we enjoy working with businesses in a number of different industries. No matter what type of business you run, we will draw on our knowledge of accounting and financial strategies to keep your business on track. We spend time learning about your business, so we can deliver the right combination of accounting services, tax planning, and professional advice that will give your company a competitive edge in the marketplace. WEBS Services To build a successful company, the ability to produce accurate and timely accounting and financial information is indispensable. However, many small to mid-size companies cannot sustain an entire accounting team. CFO/Controller Management of Accounting Department Budgets and Forecasts Audit Coordination Accounting Manager/Senior Account Coordinate with Staff Accountants Account Analysis Month-End Closing Staff Accountants Reconciliation Accounts Payable Accounts Receivable QuickBooks Deltek Financial Analysis Financial Planning Financial Statements Payroll Advisory Services HR Services Business Consulting Services

Satcher Insurance Services a local independent agency representing Progressive

We are a local independent agency representing Progressive, Travelers, Auto Owners, Foremost, Zurich, American Modern Home, Bristol West. More information about independent insurance agencies that sell Progressive: Independent insurance agents don't work for just one company, and that means better choices for you. Like a personal shopper comparing rates and coverage, they can quote multiple insurance companies to make sure you are getting a great rate. Always looking for new solutions and product lines, it’s no wonder agents choose Progressive more than any other carrier. Full Line of Products - including auto, motorcycle and ATV, commercial and business, RV, boat, personal umbrella, and home. To get expert advice and a free quote, stop in or call your local agent today.

Thomas E Weisenfels - Wealth Management Advisor at Merrill Lynch

Tom is one of Delaware's Best and Top Financial Advisors, recently named as the #1 Ranked Advisor to Forbes "Best-In-State Wealth Advisors". His 29 year career focuses on detailed planning, retirement issues, wealth and portfolio management, and total financial advice. He is a Delaware native, completed his B.S. in Business & Engineering at the US Military Academy at West Point. When clients work with the TWJ Wealth Management Team, they will find unmatched service and response times. High net worth clients enjoy a comprehensive approach to their financial issues at even the highest levels of complexity. The goal being extreme comfort so successful executives and retirees can pursue their work, family, health, and retirement desires confidently. The focus is always on your best interests and how to best achieve financial security and wealth preservation for you and your family. We ask for the opportunity to earn your business and faith after demonstrating responsive excellence in the financial advisory profession.

Mountain West Financial

Since 1990, Mountain West Financial, Inc. has been helping people make their homeownership dreams a reality. As a privately held Mortgage Banker, we pride ourselves on our trustworthiness and ethical lending practices. We are a family-owned business that puts our customers first, providing them with one-on-one attention throughout the entire process. From loan applications to closings, we offer a wide selection of Loan Products and services to meet the needs of today's marketplace. Our user-friendly technology tools, competitive pricing, and high business standards have earned us a reputation for excellence in the industry. 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.

Pacific Tax West Seattle

At Pacific Tax West Seattle, our mission is to make the tax filing process as easy and stress-free as possible. We provide advice on how different financial decisions affect your taxes, so you can make the best moves for your future. Additionally, our team can help with stock trades, Air BNB rental properties, IRS letter interpretation, and amended returns. Our team of experienced professionals have the knowledge and expertise to give you the best possible outcome for your taxes. We’re dedicated to finding the most strategic solutions that minimize future tax liabilities and provide you with the best return possible. With us, you can rest assured that you’re in safe hands.

rebel Financial

At rebel Financial, we put our clients first. We make sure to comply with all applicable regulations so that our clients can trust us to provide the best service possible. Our unique approach of prioritizing our customers above our own profits makes us stand out from other traditional financial firms. We are a Registered Investment Advisor in Ohio and West Virginia and a Limited Liability Corporation incorporated in Ohio. All shares of rebel Financial LLC are owned by its founder, W Phil Ratcliff. We are committed to transparency and ensure that our clients are given the best advice and support. Our team is knowledgeable and experienced in the financial industry, so our clients can be confident that their investments are in safe hands.