Independent For Life Financial Services

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

The Financial Architects

The Financial Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planning, health insurance, key man insurance, business insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare Supplements. They specialize in helping individuals and businesses achieve their financial goals. 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.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Independent For Life Financial Services

Independent For Life Financial Services is a full-service financial organization that offers solutions such as 401k Rollovers, Personal and Business Planning, Estate/Legacy Planning and Distribution, and HiPAA Compliant services. Our team of certified professionals have over 50 years of combined experience in the industry and work with many of the most highly rated carriers in the market. The services Independent For Life Financial Services offers include free consultations, next-day funding, e-commerce, in-store, on-the-go, virtual terminals, non-profit gifting, recurring billing, email invoicing, ATM services, and management systems for inventory, employee, and customer service.

Krum Insurance & Financial Services

Krum Insurance & Financial Services, LLC is a financial services provider based in Feasterville, Pennsylvania, with more than 30 years of experience in providing insurance-based services. As an independent broker, we are able to develop a tailored strategy for each of our clients to help them make educated decisions throughout their life. We provide personal and direct service for individuals, families and small to medium-sized businesses. Our goal is to build a strong rapport with our clients based on trust and thorough advice. We understand that the changing needs of our clients may require periodic assessments to ensure they have the right coverage. Our services include, but are not limited to: health insurance, retirement planning, group health insurance, 529 Plans (college savings), individual health, 401k, employee benefits, IRA, Medicare, investments, business insurance, financial planning, general liability, life insurance, workmen's comp, whole life, auto insurance, term insurance, homeowners insurance, universal life, and disability insurance.

Epps Financial Services

Epps Financial Services offers a wide range of financial services, including Medicare Supplement Plans, Medicare Plan F and G, Medigap Plans, Medicare Advantage Plans, life insurance plans such as term, universal, final expense, and whole life insurance, as well as financial planning services like 401k rollover and IRAs, and wealth management.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.

Cerda Munoz Advisors

Total financial advice. We are a firm of Certified Financial Planners (CFP®) helping families and business owners with investment management (401k, Ira, Roth IRA, Ira rollovers), financial advice, and tax preparation. We pride ourselves on being fiduciaries serving the Downey and Whittier areas.