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Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

DMLO CPAs

DMLO CPAs is a trusted provider of financial and advisory services in Louisville, KY. We offer peace of mind to our clients who can rely on the expertise and care of our professional staff. Since 1975, we have been helping high-net-worth families, entrepreneurs, and not-for-profit organizations with our specialized teams. Our commitment to our clients is evident in our hands-on relationship and the personal attention of our senior professionals. We offer a wide range of services and strive to provide the best possible experience.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.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.

Smart Tax Professional Services CPA Firm

Smart Tax Professional Services is a Michigan based Certified Public Accountant (CPA) firm that has been providing accounting, tax and financial services since 1981. Our experienced team of professionals are dedicated to helping individuals and businesses with their financial needs. Our services range from tax preparation and filing, amending prior year returns, monthly bookkeeping, payroll services, advisory and consulting for special projects, audits and reviews, CFO/Controller services, vendor check issuing, QuickBooks setup and assistance, and financial planning and asset management. We also help individuals with their tax filing needs, representation in IRS and State matters, and developing short-term and long-term financial plans. We are proud to serve clients in the Detroit, Southfield, Troy, Royal Oak, Ferndale, Birmingham, Bloomfield, Warren, Rochester Hills, and West Bloomfield areas.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.

Reason Financial

Reason Financial Group is a tax advisory service based in San Diego, California, providing sound and informed advice to let you make the best decisions. Our experienced team offers comprehensive tax solutions for individuals and businesses across the country. We strive to maximize the available benefits to minimize our clients' liabilities, and we guarantee accurate and complete returns that minimize audit exposure. Above all, we offer the peace of mind that comes with trusting our work. 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.

Synergy Financial Management

Synergy Financial Management, LLC is part of a financial system that offers three services to business owners: money management, valuation and consulting, and M&A advisory services and business transactions. Individuals and trusts can also benefit from two professional services: money management and comprehensive financial planning. We help entrepreneurs integrate their personal and business financial planning. We provide assistance in acquisitions, marketing and promotion of businesses for sale, and maximizing a business's value. Starting the day a business opens its doors, it's important to start an exit plan. We give practical advice to avoid pitfalls that could reduce a business's value. We offer a free Wealth Assessment Check-up to begin our relationship. Afterward, we can suggest a custom solution to meet your objectives. Contact us today and see how we can help you optimize your exit plan.

Chamberlin Financial

Chamberlin Financial Inc is a financial advisory firm that was founded in 2012 and focuses on income planning and wealth preservation. Our mission is to provide the best unbiased advice to help our customers make the right decisions for their families or businesses. We cater to a wide range of services, such as creating income for life, transferring family wealth, reducing risk, tax planning, estate planning, premium financing, business succession, and retirement planning. Our team is contracted with many top-rated insurance companies to make sure our customers are given the best options available. Investment Advisory Services are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. 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.

Madden Advisory Services

Today's financial markets are constantly changing, making it difficult to navigate. Our Certified Financial Planning™ professionals are here to help individuals, families, and businesses make sense of the multitude of financial products, regulations, and tax/market trends. We will work with you to develop tailored solutions that allow you to grow and secure your wealth. If you are ready to take the next step in your financial journey, contact us to schedule a conversation. We can provide support with asset and investment management, retirement planning, estate planning, insurance planning, charitable planning, education planning, and small business planning.Madden Advisory Services, Inc. is registered as an investment adviser with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or exempt from such requirements. Registration with the SEC does not guarantee skill or ability. Furthermore, Madden Advisory Services, Inc. is not a law firm or accounting firm and should not be consulted for those matters.

Cooke Financial Group

Cooke Financial Group, founded in 1969, is dedicated to helping customers rest better at night by providing personalized wealth management that helps them reach their financial goals. Our Wealth Advisors in Indianapolis have been acclaimed as some of the finest in Indiana and the nation for their in-depth financial planning and wealth management services. We are registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC, with securities offered through Sanctuary Securities, Inc., a member of FINRA and SIPC, and advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. The team at Cooke Financial Group strives to provide exceptional client service and reliable investment advice throughout all market cycles. We prioritize the needs of our clients and tailor our strategies towards helping them achieve their financial objectives.

Venture Financial Group

Venture Financial Group provides tailored business services to help clients reach their goals. Through our advisory services, we provide business planning, best practices, income strategies, tax efficiency analysis, succession planning, and fringe benefit planning. Our maintenance services include tax preparation, payroll, and accounting/bookkeeping. Our continued support services are packaged together and include business and personal tax returns, tax meetings, quarterly accounting, and unlimited phone calls and support. We strive to provide our customers with quality service and value to ensure their satisfaction.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.

Smedley Financial Services

Since 1982, Smedley Financial Services has been assisting their clients in managing life's transitions. Our mission is to make these changes as effortless and rewarding as possible. Whether you are nearing retirement and need guidance in making decisions regarding your pension and income, or just starting out on your financial journey, our team of professionals has the experience and knowledge to help you succeed. As an independent firm, we are able to provide you with tailored investment strategies that best fit your needs. Our investment management team is focused on creating portfolios that are diversified and optimized for time horizon and risk tolerance. Securities America Inc. and SIPC are the organizations through which we offer our securities. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Leah Nelson, and Jordan R. Hadfield are registered representatives of the firm. Advisory services are provided by Investment Advisor Representatives from Smedley Financial Services. Please visit FINRA's BrokerCheck website to check our background.

Prosperity Financial Advisors, LLC

Overview: Prosperity Financial Advisors, L.L.C., in Noblesville, IN, is the area's leading financial services company serving Hamilton, Marion, Boone, Hancock and Madison counties and surrounding areas since 2007. We offer financial services, investments, life insurance, financial planning, wealth management and much more. For more information, contact Prosperity Financial Advisors, L.L.C. in Noblesville. Service: Securities and Investment Advisory Services are offered through Lincoln Financial Securities, Member FINRA, SIPC and Registered Investment Adviser. Advisory Services are advertised and offered to residents of IN and TX through Advisory Representatives of Lincoln Securities Corp. Insurance Services are offered to residents of IN, FL and AR. Lincoln Financial Securities and Prosperity Financial Advisors, LLC are not affiliated entities, and Prosperity Financial Advisors, LLC does not offer advisory services. In NY Insurance may be offered through LFS Marketing & Insurance Agency Corporation.

The Fine Art Investment Group of America

The Fine Art Investment Group of America is the leading provider of financial art advisory and investment services in the country. We are headquartered at 4403 Austin Blvd. Island Park, NY 11558. The Group consists of experts in the fields of Fine Art, Sculpture, Collectibles, Jewelry, Watches, Economics, and Finance. Our company's mission is built around a culture of everyday adherence to our core values of integrity, excellence, transparency, and expertise. Simply; Intelligent investments: Great returns! -Guaranteed. The Groups scale and expertise allows for value creation that an otherwise individual investor could not possibly achieve. -A private art fund with an investment perspective -Short, medium or long term investment - providing a more liquid option than private equity funds -Long term capital growth while collecting museum quality works -Diversification -World-class experts & independent advice We can be reached at 1-877-895-5065 or by email at investment@artfundsgroup.com We look forward to the opportunity to work with you!