SGL Financial

Marathon Investment Management

At Marathon Investment Management, we understand that achieving financial success doesn't have to be complicated. That's why we work with you to create a plan for managing your money and building your wealth. We start by helping you define your goals. From there, we develop a blueprint to help you get there. Our team of experienced advisors will take the time to get to know you, so they can provide custom-tailored financial advice that suits your individual needs. We'll work with you every step of the way to make sure you're reaching your long-term objectives. At Marathon Investment Management, we provide comprehensive financial services for individuals and businesses alike. Our high-quality services are designed to meet your unique needs and objectives. Whether you're looking for retirement planning, wealth management, or other investments, our team can help you create a strategic plan that matches your lifestyle and financial goals. By partnering with Marathon Investment Management, you can trust that you're working with a reliable and experienced team who is dedicated to helping you reach financial success. Let's get started creating a plan today!

Carroll Financial Associates

Carroll Financial Associates is a leading independent financial planning and wealth management firm based in the Charlotte region. Our team of experienced advisors provide tailored financial advice and planning solutions tailored to meet our clients' individual needs. We have been providing quality financial services for many years, and we strive to be the premier choice for clients looking for reliable and trustworthy guidance. 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.

Charles Schwab

Charles Schwab is an investment firm founded in response to the question “Can there be a better way?”. This philosophy has led to over four decades of client-focused service, with a commitment to innovation and putting their customers first. Schwab offers a comprehensive range of wealth management services, tailored financial advice, retirement planning and market research. Additionally, they host a variety of workshops to help their clients understand investing basics and advanced trading strategies. All products and services are provided without guarantees or FDIC insurance, and may involve the risk of a loss of value. 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.

Charles Schwab

Charles Schwab was founded with a simple mission: to improve wealth management by providing a more contemporary approach through a set of core values and beliefs, rather than just relying on profits and losses. Over the years, this vision has enabled us to serve clients with tailored financial advice, retirement planning, and expert investment research. We also offer complimentary workshops to help our customers become more informed investors. At Charles Schwab, we strive to provide our clients with the best possible experience when it comes to wealth management. We offer a range of services including personalized financial advising, brokerage products and financial services, as well as access to a team of experienced professionals. Our commitment to excellence has enabled us to stay ahead of the curve and remain one of the most trusted names in the industry.

Florida Credit Firm

Our team at Florida Credit Firm offers tailored financial advice to help our clients gain a better understanding of their credit and finances. We strive to give our customers the tools they need to overcome any financial issues and keep their credit in good standing. With our help, you can make sound decisions about your credit that will have a lasting impact on your life. Let us help you win the battle of managing your credit and finances. 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.

Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists and young professionals achieve their financial goals. We offer tailored financial advice and services to help individuals reach their short and long-term objectives. Our team of experienced advisors provides personalized guidance, support, and strategies to ensure our clients are on the path to financial success.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.

Definity Accounting & Consulting

Our team at Definity Accounting & Consulting has many years of experience in providing high-grade tax services and tailored financial advice to individuals and businesses. In addition to tax preparation, we offer a range of business accounting services.We specialize in:- Business taxes such as 1120, 1120S and 1065s.- Individual taxes such as Form 1040s.- Medicare Cost Reports for health care entities.- Bookkeeping and outsourced accounting services.At Definity Accounting & Consulting, we prioritize our clients’ needs. We strive to build lasting relationships based on trust and efficiency when it comes to providing accounting services. We are committed to delivering personalized service and ensuring that every client is provided with a customized solution that best meets their requirements. We understand that each individual or company is unique and want to help them achieve their financial goals and make their businesses more profitable. If you would like to speak to one of our CPAs, then please contact us today to schedule your complimentary initial consultation.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.