Preferred Financial Group

Tax & Investment Advisory Services

Tax & Investment Advisory Services is a financial planning business providing assistance to young professionals and families in Annapolis and the surrounding area since 1996. Our mission is to help our clients plan for their future, by helping them budget, preparing for retirement, providing employee benefits and insurance planning, investment planning and money management, education planning, and estate and tax planning. We strive to give our clients peace of mind with year-in and year-out support, enabling them to make the most of their financial opportunities. Our experienced team is dedicated to providing the best quality service and tailored advice to ensure that our clients are able to make informed decisions about their finances.

Rincon Tax Advisory Services

Rincon Tax Advisory Services, based in Jersey City, New Jersey, offers professional assistance with tax preparation, planning, and resolution. Their knowledgeable team of experts can help individuals and businesses maximize their deductions and reduce their liabilities. They are experienced in handling complex issues such as tax audits, appeals, and debt relief. With their services, clients can have peace of mind knowing that their taxes are taken care of correctly. 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.

Fortune Advisory Services

At Fortune Advisory Services, our mission is to help clients reach their financial goals and achieve financial freedom. We specialize in stock investments, life & disability insurance, retirement and debt relief planning services. Our goal planning system allows clients to evaluate where they stand today and the steps needed to achieve their future objectives. Our team of experienced professionals can provide you with the best advice and help you acquire loans, manage investments, and reduce debt. We are dedicated to giving you the highest quality service and helping you make your dreams a reality. 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.

Buckeye Real Estate Investments & Services

Buckeye Real Estate Investments & Services Inc. is committed to providing the best service in all aspects of remodeling, improvement, and construction. Our team members will ensure that you and your family or business are treated with the utmost respect and care, and that our solutions will be well-thought out and executed with a level of quality that exceeds that of our competitors. We guarantee satisfaction in all aspects of our workmanship. Our team members are here to make sure your experience is as smooth and stress-free as possible. We guarantee our commitment to provide the highest quality work and to ensure that you are fully satisfied with the end result. We have the knowledge and expertise to exceed your expectations and provide outstanding service.

Forza Investment Advisory, LLC

Forza Investment Advisory LLC is a Registered Investment Advisory firm based in Westfield, NJ, providing fee-only investment advisory and portfolio management services to clients with investable assets over $500,000. Our services are tailored to individuals, families, small businesses and other institutions. We offer a wide range of services, such as investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, and other investment planning. We also specialize in Separately Managed Accounts (SMA's) for ERISA Plans, Rollover 401K into IRA, and other complex investments. Our team is experienced in managing different types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans, and more.

Walnut Investment Services

At Walnut Investment Services, our mission is to provide unbiased and personalized financial and investment management services to individuals, families, and small businesses. Located in the Park Slope neighborhood of Brooklyn, our professional team of Financial Planners, Retirement Planners, Money Managers, and Taxation Specialists offer a wide range of services. We are dedicated to delivering a tailored experience that meets the individual needs of each of our clients. Our experienced staff will work with you to develop an investment strategy that is tailored to your specific goals and objectives. We understand that your financial future is important, so we strive to ensure that you are equipped with the knowledge and resources necessary to make informed decisions.

RAF Investment Services

RAF Investment Services is a financial services provider that specializes in residential, small business administration, and commercial lending. We offer real estate services for residential, multi-unit, and commercial real estate investments as well. Our services are designed to make it easier for our clients to access the capital they need to purchase property or finance their business endeavors. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

dTc Advisory Services

dTc Advisory Services is a business consulting firm located in the Washington DC metropolitan area that works with small businesses to help them reach their goals, serve their clients well, and run their operations smoothly. Our goal is to provide our clients with the tools and guidance they need to make their businesses as successful as possible. 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.

Spectrum Advisory Services

Spectrum Advisory Services, Inc., located in Atlanta, Georgia, is a private investment counsel firm dedicated to providing safe and conservative portfolio management services. Founded in 1977 by Marc Heilweil, the company has been providing its clients with long-term results through a disciplined, value-based approach for over 30 years. This strategy places an emphasis on security and inflation protection through tailored portfolio management, as well as basic investment value. The firm works with a select group of corporations, foundations, trusts, family limited partnerships, and high net worth individuals. With more than three decades of experience, Spectrum Advisory Services has developed a strong reputation for offering reliable and successful portfolio management services.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.

Madden Advisory Services

Today's financial markets are constantly changing, making it difficult to navigate. Our Certified Financial Planning™ professionals are here to help individuals, families, and businesses make sense of the multitude of financial products, regulations, and tax/market trends. We will work with you to develop tailored solutions that allow you to grow and secure your wealth. If you are ready to take the next step in your financial journey, contact us to schedule a conversation. We can provide support with asset and investment management, retirement planning, estate planning, insurance planning, charitable planning, education planning, and small business planning.Madden Advisory Services, Inc. is registered as an investment adviser with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or exempt from such requirements. Registration with the SEC does not guarantee skill or ability. Furthermore, Madden Advisory Services, Inc. is not a law firm or accounting firm and should not be consulted for those matters.

Barnes Investment Advisory, Inc

Barnes Investment Advisory, Inc. is a fee only financial planning and portfolio management firm.  We are an independent Registered Investment Advisory firm.  The firm is solely owned by Stephen Barnes, CFA, CFP® and Kathie Barnes, CFP®. At Barnes Investment Advisory, Inc. we have helped our clients with their lives by helping them with their money. The key to the  success  of our  work  is  our  unflappable  focus  on Wealth in Balance®.   There are two sides to the Wealth in Balance® coin, both critically important.  One side is financial planning.  The other side is investment management.  Financial lives become successful when these two disciplines blend together.  Visit our website for more information about our financial planning and our investment management processes.

Strategic Tax & Advisory Services

At Strategic Tax & Advisory Services, our mission is to provide comprehensive tax and financial planning services to meet the unique needs of our clients. By employing a combination of patented strategies and exclusive products, we strive to ensure our clients have the resources necessary to maintain their desired quality of life in retirement. Our team of experienced professionals includes Certified Financial Planners, CPAs and Enrolled Agents who work diligently to provide customized solutions to minimize taxes and increase assets. We take the time to understand each client's individual needs, so that we can develop effective plans tailored to their specific financial goals.

KW CPA & Advisory Services

At KW CPA & Advisory Services, we specialize in providing small business accounting services as well as tax returns for individuals and small businesses. Our team understands the needs of business owners and is dedicated to meeting those needs with flexible solutions. We take care of your books so that you can focus on running your business and achieving success. With our assistance, you can be sure you will receive the best possible outcome for your accounting and financial needs. 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.

McCabe Investment Advisory

At McCabe Investment Advisory, we believe that our collaboration-based approach gives our clients a wider view and more advantages. 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.