Edward Jones - Financial Advisor: Tom Walsh

Devon Financial Services

Devon Financial Services is committed to helping the Chicagoland community with a wide range of financial services. We specialize in providing customers with quick and easy access to Personal Loans, Installment Loans and Loans Near Me. Our team works hard to ensure our customers receive funds up to $2,500 with minimal effort. We strive to be a reliable and responsible source for our clients' financial needs. At Devon Financial Services, we understand that life can often be unpredictable, which is why we offer personal loans near me as well as installment loans near me. We provide our customers with the convenience of fast cash solutions to fit their needs. Our experienced team is dedicated to helping you find the best loan option for your specific scenario.

Swanson Financial Services

Swanson Financial Services is a retirement planning firm based in the Pacific Northwest, established in 1996. Our team of experienced financial advisors provide tailored solutions to meet the needs of those nearing or already in retirement. We take a holistic approach to financial planning, and operate with the fiduciary standard to ensure that our clients' best interests are always put first. Our services include wealth management and financial planning, with a focus on creating customized strategies that help clients achieve their personal goals. 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.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Tax Group of San Diego

Tax Group of San Diego has been in the business of providing high quality, cost-effective individual and corporate tax preparation and planning since 2010. Our team of Enrolled Agents possess a deep understanding of the tax field which allows us to provide our clients with comprehensive services such as tax planning, bookkeeping, tax managed investments, and business coaching. We work one-on-one with our clients to ensure that they receive the best possible service. Our accountants and financial advisors are well-informed on the latest tax and financial laws, allowing us to keep our clients up-to-date and knowledgeable. Our offices are located in Mission Valley and San Marcos, giving us coverage throughout San Diego County. Appointments can be scheduled through our website calendar or by phone. My name is Joe Vallone, EA. If you're looking for a tax and business professional, please don't hesitate to call me. I'm confident that I can be your go-to person for years to come.

Edward Jones - Financial Advisor: Luke Robertson

I'm a retired Navy veteran who learned from my father about the importance of compound interest. Saving and investing have been a part of my life for over two decades, and I believe that I do it pretty well. When people ask me when is the best time to invest, I answer with one word: Now! Of course, it is also important to consider your risk tolerance and time horizon when making financial decisions. When choosing a financial advisor, there are a few things to remember: I don't have any special tools that most advisors don't; it's important to be aware of the value of financial advice; it's essential to understand the cost of a financial advisor; and, perhaps most importantly, it's imperative to build a strong relationship so that it lasts. At Edward Jones - Financial Advisor: Luke Robertson, I work with clients like you. My goal is to help you understand the math, make smart decisions, protect your estate, and build a lifelong relationship. I believe that excellent communication, open relationships, and a positive attitude are essential for success.

Marquis Wealth Group

Cristinha Furtado, a financial advisor for over two decades, has been providing guidance to those going through life's transitions. She has seen how elderly parents often require help when their children are nearing retirement or are retired. From sudden medical issues to cognitive diseases like Alzheimer's and dementia, being able to provide financial strategies for families facing an elder-care crisis is her mission. Her goal is to optimize resources, reduce asset depletion and minimize risk. At the Marquis Wealth Group, Ms. Furtado is a professional in the field of elder-care finance, providing tailored plans that best suit each family's needs. With her help, families can access resources and handle complex situations with peace of mind knowing that their investments are secure. Her team is experienced in estate, inheritance, and retirement planning, which has enabled them to develop a comprehensive approach to financial planning.

Pandev Law Immigration Lawyer

Searching for immigration lawyer near me you are at the right place. Pandev Law's downtown New York immigration law office is located at One World Trade Center in Manhattan's Financial District. For the convenience of our clients who work downtown, our New York immigration lawyer is located in close proximity to many of New York's major financial institutions. Including the New York Stock Exchange and the Federal Reserve Bank of New York. Our NYC immigration lawyer office is easily accessible by subway, through the Fulton Center Station, and PATH trains, through the World Trade Center station. We are proud of our reputation as a go-to New York immigration law firm. Serving the City's large immigrant and international business communities.

Mathew Watt

As an investor, you have goals.  I understand these goals and also recognize that at serveral critical points throughout the life cycle of an individual, consulting a financial advisor can become a necessity.  To meet these constant demands, I offer several services that respond to clients' needs at each of those crucial times.  These services include: Retirement Planning College Expense Planning Estate Planning Long Term Care Insurance Group Benefits I customize my services to pursue each client's individual needs.  For more imformation or a no-cost consultation, please call me at 310-278-0339. Mathew Watt is a financial advisor with LPL and securities offered through LPL Financial.  Member FINRA/SIPC.  www.finra.org   www.sipc.org For a list of states in which I am registered to do business, please visit www.lpl.com/mathew.watt