BCU

BCU

BCU is a not-for-profit financial well-being provider with the mission of helping people discover financial freedom. Established in 1981, it serves communities in Lake, McHenry, DuPage, Kane, Cook, and Kenosha Counties. Those who live or work in one of its six local community charter counties are eligible for Credit Union Membership. BCU offers personalized banking solutions, lower rates, fewer fees, greater rewards and more. It strives to empower its members to make smart decisions about their finances and provides support so they can reach their goals. The team at BCU is dedicated to providing exceptional service to ensure members have a great experience. 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.

Ashraf Gerges - COUNTRY Financial representative

As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.

TIAA Financial Services

Our team of wealth management advisors at TIAA Financial Services in Norman, Oklahoma is dedicated to helping clients plan for a secure financial future. Our advisors are available by appointment to provide guidance on lifelong financial well-being and retirement savings. This satellite office offers personalized services and tailored solutions to meet individual goals. Call today to schedule an appointment (800) 842-2638. Our advisors have extensive experience in providing financial advice and support, allowing clients to make informed decisions and work towards achieving their financial 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.

Porter Insurance Professionals - Independent Insurance Agency in Memphis

Welcome to Porter Insurance Professionals, your premier independent insurance agency located in the heart of Memphis, USA. With a steadfast commitment to excellence and a passion for serving our community, we pride ourselves on providing comprehensive insurance solutions tailored to meet the unique needs of our clients. https://www.porterinsuranceprofessionals.com/home At Porter Insurance Professionals, we understand that life is unpredictable, which is why we offer a wide range of insurance services to protect you and your loved ones against life's uncertainties. Whether you're planning for the future, securing your family's financial well-being, or navigating the complexities of healthcare, our team of experienced agents is here to guide you every step of the way. One of our primary areas of expertise is life insurance. We offer a variety of life insurance options, including Final Expense Life Insurance, Guaranteed Issue Life Insurance, Whole Life Insurance, and Term Life Insurance. Our agents take the time to understand your specific needs and goals, helping you choose the right policy to provide financial security and peace of mind for your loved ones. In addition to life insurance, we specialize in Medicare insurance solutions, including Medicare Advantage plans, Part D Drug Plans (PDP), and Medicare Supplement Plans. We understand that healthcare can be confusing, especially for those approaching retirement age, which is why we're dedicated to simplifying the process and helping you find the coverage that best fits your healthcare needs and budget. What sets Porter Insurance Professionals apart is our unwavering commitment to customer service. When you work with us, you can expect personalized attention, expert guidance, and a level of service that goes above and beyond your expectations. Our team of knowledgeable agents is here to answer your questions, address your concerns, and provide ongoing support throughout the life of your policy. Whether you're making a claim, updating your coverage, or simply need advice, we're always just a phone call away. But our commitment to our clients extends beyond just insurance. We're proud to be active members of the Memphis community, and we're dedicated to giving back through various charitable initiatives and community outreach programs. When you choose Porter Insurance Professionals, you're not just getting an insurance policy – you're joining a family that cares about your well-being and the well-being of our community as a whole. if you require comprehensive insurance solutions from a team of dedicated professionals who truly have your best interests at heart, look no further than Porter Insurance Professionals. Contact us today to schedule a consultation and take the first step towards securing your future with confidence. Let us be your trusted partner in protection and peace of mind.

Edward Jones - Financial Advisor: Robert T Zito

At Edward Jones - Financial Advisor: Robert T Zito, we understand the difficulties many people face during these turbulent times. We are here to listen, support and guide you through it, taking into account both your physical and financial well-being. Our firm is devoted to creating a personalized approach to helping you reach all of your financial goals, including retirement, education savings, and sound investment strategies. We are dedicated to providing individualized service, face to face conversations, and tax-smart advice. 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.

The Tax Lady

The Tax Lady is a Houston-based tax advisory firm, founded in 1992. We specialize in providing professional tax accounting and business consulting services to clients throughout Houston and beyond. We strive to help our clients minimize their tax liabilities, safeguard their wealth, and have the peace of mind they deserve. Our team has decades of experience and expertise in federal, state and local taxation. This enables us to offer a wide range of tax services such as tax planning, tax preparation, audit representation, and negotiation of tax settlements to small businesses, families, executives, entrepreneurs, individuals, and estates. We are adept at helping business owners manage issues related to corporate income taxes, payroll taxes, sales and use taxes, personal property taxes, local business license taxes, gross receipts taxes, transfer taxes, various excise taxes, real estate taxes, and personal income taxes. We also assist with the formation of new business enterprises, from setting up corporations, limited liability companies, partnerships, pass-through entities, and non-profit entities. At The Tax Lady we make sure that our clients receive the highest quality of service, so they can rest assured that their financial well-being is in good hands.

TIAA Financial Services

At TIAA in Philadelphia, PA, our team of wealth management advisors are dedicated to helping clients reach their financial goals. With lifetime income planning, retirement savings, and smart investing advice, we create plans tailored to each individual’s needs. Our experienced advisors provide sound guidance for financial well-being, so don’t hesitate to get in touch to book an appointment. For more information, contact TIAA Financial Services at 800-842-2010. 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.

AIO Fee Only Financial

AIO Fee Only Financial is an independent, fee-only financial planning firm that focuses on providing unbiased advice as fiduciaries. They provide comprehensive services such as asset management, retirement planning, taxes, estate planning, and impact investing. Their fee is based on the assets they manage and they work with clients virtually throughout the world. The team at AIO Fee Only Financial often travel to meet non-local clients and specialize in Sustainable, Responsible, Impact Investing. They prioritize their clients' financial well-being and work closely with them to create tailored strategies for their financial goals.

ATS Advisors

At ATS Advisors, we understand the importance of saving both time and money. We work together with our clients to identify and provide effective solutions for their needs, whether it be related to taxes, accounting, finance, business, or personal matters.Our tax advisory services go beyond just tax return preparation. We strive to resolve any potential tax issues before they become major problems. This involves being involved with our clients long before their returns are due or financial decisions are made. Our tax advisors use a combination of client involvement and specialized knowledge to get the best results.We also offer help with a wide range of other services, including: mergers and acquisitions, new business formations, accounting services, bookkeeping services, financial statement preparation, payroll services, consulting, estate and trust planning and tax services, and QuickBooks and accounting software support. At ATS Advisors, we take the responsibility of our clients' financial well-being very seriously. We are committed to providing the highest quality of service possible and building meaningful relationships with all of our clients.

Paulo Financial Advisors

Paulo Financial Advisors (PFA) is a professional fiduciary investment advisor offering a variety of financial planning services for individuals, families and business owners. Our mission is to ensure our clients' financial well-being by creating customised financial plans tailored to their unique needs and goals. We strive to provide unbiased advice with no commissions or other financial incentives from product providers. Based in Staten Island, New York, our experienced team has been providing quality service since 2004 and proudly serves clients nationwide.We offer a range of services including Wealth Management, Retirement Planning, Estate Planning and Insurance Reviews. Our advisors take a hands-on approach to understand each individual's situation and create the best financial plan for them. We are dedicated to helping our clients achieve their financial dreams.

Hulse Law Firm, PC

Introduction: The attorneys at this firm have experience in the following: divorce, allocation of parental responsibilities, dependency and neglect cases, modification of parenting time, child support issues, contempt matters, restraining orders, appeals in family law cases, and adoptions. The Hulse Law Firm also provides assistance in preparing and reviewing estate planning documents. The mission of this firm is to provide an individual legal representation based on a person's unique needs. As a firm focusing on family law and estate planning, we understand that we are dealing with two of the most important matters to you: your family and your financial well-being. We strive to provide you with the best representation based on your needs at the time, understanding at times we will need to ensure that you resolve case issues in a low conflict manner, and at other times you may need zealous representation to protect your family, your children, your assets, and your basic needs.

Mercer Advisors

Choosing a financial planner is one of the most important decisions you can make for yourself and your loved ones. He/she is central role in helping you meet your life goals and achieve financial well-being. That's why you have to choose someone competent and trustworthy, like Walter Chao. He offers fee-based comprehensive independent financial planning to match your short, mid, or long-term goals. Call to learn more.

Mario Garay USHealth Advisors

We are flexible, affordable and secure. Our full portfolio of plans lets you tailor coverage to YOUR needs and you can rest easy knowing that: -We are an innovator in the industry with over 50 collective years of insurance experience -We offer flexible plan designs to help you get the coverage you need at a premium you can afford -We offer optional rate guarantees for up to 3 years on certain products* -Our insurance products are underwritten by Freedom Life Insurance Company of America (FLICA) and National Foundation Life Insurance Company (NFL) -You can maintain your freedom to choose your health care providers in or out of local and national PPO networks -Your coverage is portable which means it is not tied to your job and you can take it with you if you move -You can add supplemental benefits to cover other expenses like Dental or Accidental Injuries -You can protect your family's financial well-being with Critical Illness and Accident Disability Income coverage

Omotosho & Associates

Omotosho & Associates is a certified provider of investment consulting and financial planning services. We specialize in helping individuals and businesses reach their financial goals through retirement planning, estate and business succession planning, and insurance consulting. Our team also provides general ledger and financial statement preparation, bookkeeping, accounting system setup for new businesses, business tax return preparation, personal financial statements and litigation support. In addition, we are QuickBooks Online Advisors, providing further assistance for businesses using this popular accounting software. Our mission is to provide meaningful advice and help enable our clients to make the best decisions for their future financial well-being. 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.