The Marvel Firm

Evensky & Katz / Foldes Financial Wealth Management

At Evensky & Katz / Foldes Financial Wealth Management, we are committed to providing our clients with the highest quality fiduciary-based wealth management services. Our team is experienced and knowledgeable, enabling us to apply the best investment principles to each individual situation, while prioritizing our clients' interests. We take the time to get to know our clients and their goals, in order to build trusting, long-term relationships. Through our dedication to providing top-notch services, we strive to be seen as a trusted financial advisor. The range of services we offer includes financial planning, portfolio management, retirement planning, and investment planning. We understand that every client has unique needs, so we strive to provide tailored advice and strategies to help them achieve their goals. Our commitment to making sure our clients' interests come first makes us stand out from the rest. Contact us today to learn more about how we can help you.

Latitude Financial Group

At our firm, we understand the importance of having a trusted financial advisor for all the stages and milestones of life. That's why we strive to serve as lifelong partners in your financial life, creating relationships that last generations. We provide comprehensive investment and financial management services to individuals, families, professionals and business owners. Our team of experienced advisors are here to provide you with objective guidance and help you manage your investments and finances. We bring a wide variety of knowledge to the table and can assist you with every aspect of financial planning. By working with us, we believe you can take control of your financial future. We will create a plan tailored to your unique situation and help you make informed decisions about your money. With our help, you can look towards tomorrow with confidence.

Edward Jones - Financial Advisor: Chris Gillard

At Edward Jones, we understand that times like these can be difficult and uncertain. That's why we're here to listen, support, and navigate the situation together with you. We care about both your physical health and financial health, so if there's anything we can do to help, please don't hesitate to reach out. When it comes to managing and investing your money, we believe that a face-to-face conversation with a trusted financial advisor is the best way to reach your goals. We specialize in helping you prepare for retirement, save for education, and use tax-wise strategies to maximize your investments. By working together with us, you can feel more secure in your financial future and know that you have access to the quality advice and support you deserve.

Snider Financial Group

At Snider Financial Group, we strive to be your go-to source for sound investment advice and knowledge. Our focus is on helping you secure a comfortable retirement by providing guidance and assistance with financial planning and wealth preservation. We're committed to being your most dependable and trusted financial advisors. 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.

Burnett Advisors

Burnett Advisors is a trusted financial advisor that specializes in providing expert guidance and comprehensive solutions to help you direct your financial life, safeguard your wealth, and expand your business so you can realize the life you've always wanted. They will work closely with you to ensure all your financial needs are met.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.

Earn Into Wealth

Earn Into Wealth Strategies (EIWS) became a Registered Investment Advisory firm in 2016. EIWS is a fee-only financial planning firm: * No conflicts of interest, no commissions, sales charges, or referral fees from anyone or products * Our priority is whatever is in your best interest, we act as a fiduciary and put your needs first * Our revenue is only what (you) our clients pay us * Our aim is to be your trusted financial advisor for as long as you want Our clients receive a customized road-map plus the accountability and support to optimize their cashflow, reduce debt, and invest for the future.

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

The Marvel Firm

The Marvel Firm is a trusted financial advisor based in Houston, Texas, offering a range of accounting, bookkeeping and tax planning services. We are committed to providing practical guidance to small businesses and individuals to help them succeed. Our experts understand the pressures facing small businesses and can provide strategies for reducing costs and managing finances better. We also have extensive knowledge of tax laws to identify options for minimizing tax liabilities. Our services are tailored to each client's needs, with some outsourcing their entire accounting and bookkeeping tasks to us. Alternatively, we can set up QuickBooks software and provide on-site training for clients who prefer to keep some functions in-house.