About the Business
PFS-Timothy Roe
PFS-Timothy Roe is a financial consultant based in the south suburbs of Chicago who assists families in becoming properly protected, debt free and financially independent. His team of financial professionals provides comprehensive advice on retirement planning, college planning for children, debt resolution, life insurance and 401K management. By customizing a financial plan tailored to the individual needs of each client, Timothy Roe ensures that they are always aware of their investments and insurances. With his experience and expertise, Timothy Roe is an ideal partner in helping families reach their financial goals.
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.
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Nuance Financial Tax and Accounting
At Nuance Financial Tax and Accounting, we are committed to helping families and businesses make the most of their efforts. Our mission is to provide South Metro Minneapolis & St. Paul with top-notch tax and accounting services. We specialize in serving small businesses and ministries as their outsourced accountants, while also helping families implement the Dave Ramsey Financial Peace University 7 baby steps for better financial planning. We offer a wide range of services including payroll, bookkeeping, accounting, tax planning, tax preparation, and tax filing. With our experienced team, we are confident that we can help you maximize your effort and get the optimal return.
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Allstate Insurance: Lisa Smith
As a Personal Financial Representative in South Jordan, I am committed to helping local families protect the things that matter most. My knowledge and understanding of this community allows me to deliver superior customer service. I am proud to offer Allstate Insurance: Lisa Smith services to my customers, providing them with the opportunity to secure a competitive rate on their insurance needs. I also strive to assist my clients in creating a comprehensive financial plan that will help them meet their goals. My team and I are dedicated to delivering quality service and personalized advice. With years of experience, we are well-equipped to provide you with the information and guidance you need to make informed decisions about your coverage. Our team is here to answer any questions you may have and to help you make sure you have the right insurance policy. Contact us today for a quick, personalized quote.
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Mindful Money Financial Counsel
Mindful Money Financial Counsel is a Chicago-based financial advisory firm providing comprehensive, fee-only financial planning and investment advice. We strive to offer affordable and transparent solutions to meet the needs of our clients, from one-time financial advice to ongoing relationships. Our team of advisors offers budgeting, investment, insurance, employee benefits, debt, tax, retirement, education, and estate planning services. We create individualized financial plans written specifically for each client, as well as provide consultations on an hourly basis. 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.
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South Loop CPA Services
South Loop CPA Services is a leader in providing top-notch accounting services to customers in Chicago, IL. We offer a comprehensive array of financial planning services for both personal and business clients. Our team of experienced advisors specializes in giving sound investment advice that is tailored to each customer's individual needs. We are committed to helping our clients make smart decisions about their finances, so they can reach their goals. 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.
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Sweetgrass Financial Planning
Sweetgrass Financial Planning is a fee-only financial planning firm located in the Lowcountry of South Carolina, providing services to young professionals and their families. The company was founded by Daniel Patterson, a Certified Financial Planner (CFP®), and offers holistic financial planning that covers cash flow management, budgeting, taxation, employee benefits and stock options, insurance, investing, saving for college and retirement, and estate planning. Sweetgrass Financial Planning strives to help clients reach their financial goals through expert advice and personalized plans. The team at Sweetgrass Financial Planning has years of experience and is committed to providing quality service and support.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.
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33 Realty
33 Realty is a professional property management company that serves clients in Chicago, Illinois suburbs, as well as Indiana and Wisconsin. We strive to provide our clients with a 100% occupancy rate and satisfaction with our vast experience and knowledge. We manage over 3,500 units across the region, including 74% residential and 26% commercial properties. We have an experienced team to ensure our clients get the best service possible. Our team is well-versed in all aspects of property management, from leasing and maintenance services to tenant relations. We also provide assistance with budgeting, financial planning, and compliance. We are committed to providing our clients with the best service possible.
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RHS Financial
RHS Financial is a financial advising firm based in the Bay Area, offering guidance to technology professionals. Our services cover the entire region – San Francisco, North Bay, East Bay, and South Bay – to provide tailored financial planning for our clients. 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.
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Pacific Coast Wealth Management
Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.
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Cornerstone Financial Management - The Templeton Group
Cornerstone Financial Management - The Templeton Group was founded in 2014 to offer independent advice and services to families, individuals, and businesses in South Carolina and beyond. Our wealth management advisors are committed to developing tailored financial plans for each of our clients, helping them to achieve their financial goals. We strive to provide sound advice that is ethical and biblical in nature.Our team of experienced professionals has the skills and knowledge necessary to successfully manage the financial needs of both corporate and rural clients. We are focused on building relationships with our clients, providing them with access to independent advice and resources. We take pride in our commitment to honoring God through our financial management practices.
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Eddie Patel
Eddie Patel is a renowned specialist in financial planning and tax preparation based in Chicago's North Side. He is praised for his keen precision and strong work ethic and is devoted to helping clients achieve their objectives. 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.
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Pavlatos & Louizos
Pavlatos & Louizos is a professional accounting firm based in Chicago, providing comprehensive tax, business advisory and financial planning services to clients across the United States. Our mission is to provide customized services that meet the unique needs of our clients. With years of experience, we have the expertise to assist our clients in all aspects of their financial lives. Our team of experienced professionals provide a range of services including financial accounting, accounting software and technology, tax preparation, tax planning and compliance, business advisory, and financial planning & analysis. We work with our clients to create tailored solutions to help them reach their financial goals.
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Market Pulse Wealth Management
Market Pulse Wealth Management is led by Registered Representative Kristopher Lindley. The company provides securities and advisory services to clients, and is committed to offering excellent advice and service. This is done through LPL Financial, a Registered Investment Advisor and member of SIPC (www.sipc.org). Market Pulse Wealth Management serves clients in Arizona, California, Colorado, District of Columbia, Florida, Illinois, Kansas, Maryland, Michigan, Minnesota, Missouri, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, South Carolina, Texas, Virginia, Washington and Wisconsin. The team of professionals at Market Pulse Wealth Management strive to provide personalized service tailored to each individual’s needs. They are dedicated to helping clients with financial planning, investment management, retirement planning, and more. Through their experience and knowledge, they help clients make informed decisions for their financial future.
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Money Concepts
Money Concepts is a financial planning firm located in Columbus, OH, north of Worthington and south of Lewis Center (Polaris Area). We specialize in helping clients put their hard earned money back to work, providing them with the optimum mix of investments needed to achieve their long-term financial success. Our Breakthrough Advantage process offers a 6 step system to guide our clients toward their bigger future with clarity and confidence. All securities are provided through Money Concepts Capital Corp, a member of FINRA/SIPC. Our experienced team is dedicated to helping our clients reach their financial goals.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.
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Bank Of South Carolina
Bank of South Carolina is a financial services company that specializes in banking, financial planning, loans, mortgages, investments, real estate loans, and credit unions. The company offers a variety of solutions to help individuals and business owners manage their finances. They provide comprehensive services and products to meet the needs of their customers.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.
