PD&C Financial Services

PD&C Financial Services

PD&C Financial Services is a specialized financial services firm dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services including refinance loans, buy-and-hold investments, multifamily financing, rental financing, rental portfolio financing, OO and NOO loans, new construction, tax return preparation and filing, accounting and bookkeeping, insurance and annuities brokerage, business credit builder coaching plans, and business credit builder concierge plans. Our team of experienced professionals is committed to providing quality service and guidance to our clients. 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.

D&C Financial Services

D&C Financial Services is dedicated to providing quality and affordable solutions to businesses both existing and developing, as well as individuals. We have the resources and instruments to work with our clients at their own facility, remotely or at our location. Our mission is to provide our clients with the highest quality services in the areas of tax, bookkeeping, payroll, and individual and business planning. We strive for excellence in order to ensure mutual success. At D&C Financial Services, we value and prioritize every client, and guarantee our utmost commitment and responsiveness. We are committed to helping our clients succeed, and believe that personal attention to each and every one of them is essential for our achievement.

MGM Financial Services P.C.

MGM Financial Services P.C. is a leading firm committed to providing outstanding service to our clients. We are dedicated to three fundamental principles: professionalism, responsiveness and quality. Our experienced team of professionals works hard to ensure that each client receives the highest quality advice and personal attention. We provide a full range of financial services to individuals, businesses, and many other organizations. Our fast and accurate personnel ensure that all our clients can rely on us for expert guidance. We are proud of our commitment to excellence and strive to exceed expectations.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.

Dao CPA

Dao CPA, P.C. is a highly-rated Certified Public Accounting firm based in Houston, Texas that offers a range of financial services to small and medium-sized businesses. Services include accounting, bookkeeping, payroll, tax filing and preparation, as well as additional value-add advisory services. The company has received excellent reviews for its commitment to customer service and dedication to providing high quality services. The team of experts at Dao CPA, P.C. is committed to helping business owners navigate the complex world of finances with ease. They provide comprehensive solutions that are tailored to their client's needs and ensure they receive the best advice and support to help them reach their goals. Whether it's managing taxes or providing strategic advice, the team at Dao CPA, P.C. is dedicated to making sure that clients have the most up-to-date information and resources to make informed decisions.

Stephens Bros Tax Service

Stephens Bros Tax Service offers a range of tax, accounting and consulting services. We specialize in individual and business tax preparation, helping clients to reduce their tax liability and maximize their refunds by taking advantage of all the available deductions and benefits. We also assist with IRS notices, such as collections notices, tax lien and notices to levy, negotiating with the IRS to reduce or eliminate debt according to the relevant tax law.Our financial statement preparation services include income statements, balance sheets, cash flow statements, charts of accounts, and vendor accounts. We can also generate invoices for accounts payable. In addition, we provide payroll and bookkeeping services. Our consultants provide assistance with business formation, advising on the best structure (sole proprietorship, LLC, S-Corp, C-Corp, Partnership) based on the nature of the business and the level of protection required. We also offer personal financial services, such as credit.

James Koltes - UBS Financial Services Inc. A Global Financial Services Firm

UBS Financial Services, located on K Street N.W. in Washington, D.C. A branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including: Financial planning, retirement planning, estate planning. Investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries. With 39% of its employees working in the Americas. 38% in Switzerland, 16% in Europe. 7% in the Asia Pacific time zone.

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.

Farmers & Merchants Bank

At Farmers & Merchants Bank, we have a long and proud tradition of providing exceptional service to our clients. Our founder, C.J. Walker, instilled in us the core principles of honesty, integrity, compassion, faith and service above self, which we strive to uphold every day. We are dedicated to building lasting relationships with our clients, and to giving back to the communities in which we operate. Our clients benefit from having local decision makers in each of our 25 Southern California Branch Offices. We provide financial services such as checking, savings, online banking, CDs, money markets, retirement plans, health savings, personal Visa®, home loans [NMLS # 537388], and escrow services. In addition, we offer business and non-profit banking services including business checking, business savings, CDs, merchant card services, payroll services, deposit lock box, remote deposit capture, business Visa®, small business loans, non-profit loans, commercial loans, real estate/construction loans, escrow services, and lines of credit. Farmers & Merchants Bank is a California state chartered bank with deposits insured by the Federal Deposit Insurance Corporation (Member FDIC) and an Equal Housing Lender. We are proud to serve the communities in Orange County, Long Beach, the South Bay, and Santa Barbara.

Edward Jones - Financial Advisor: Kagan C Wolfe

Edward Jones - Financial Advisor: Kagan C Wolfe offers a wide range of financial services to clients across the country. Our mission is to help people achieve their long-term financial goals by providing sound advice, personalized service and quality investments. We specialize in investments, mutual funds, retirement planning services, financial planning consultants, financial services, investment advisory service, annuities and retirement insurance plans, investment securities, stock & bond brokers, financial planners, investment management, financing consultants, pension & profit sharing plans and stock & bond transfer agents. Our team of experienced professionals has the knowledge and expertise needed to give clients tailored advice that meets their individual needs. We strive to provide an exceptional customer experience, with personalized service and customized financial solutions to help our clients reach their desired financial goals. Our goal is to make sure our clients are well informed and empowered to make the best decisions for their financial future.

Johnson Financial Group

Johnson Financial Group is a renowned, family-owned financial services company in Wisconsin providing banking, wealth and insurance solutions. It has a capital of $5 billion and is owned by the Samuel C. Johnson family, with Helen Johnson-Leipold at the helm as Chairman. Its services include traditional banking, insurance, trust, estate and fiduciary services, making it one of the most comprehensive financial services companies around. Customers can rely on Johnson Financial Group to provide them with top quality, personalized financial services, while taking advantage of their knowledgeable team and experienced professionals.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.

Johnson Financial Group

Johnson Financial Group is the leading privately owned, family-run financial services provider in Wisconsin. It offers banking, wealth management and insurance solutions to its customers. With a 5 billion dollar portfolio, Johnson Financial Group offers traditional banking services as well as trust, estate and fiduciary services. This company is managed by the Samuel C. Johnson family and Helen Johnson-Leipold is the Chairman.The services provided by Johnson Financial Group are diverse and comprehensive. These include banking, wealth management, insurance and a range of trust, estate and fiduciary services. They provide tailored solutions for their customers, allowing them to manage their finances with confidence. The team behind Johnson Financial Group works hard to ensure that their customers receive the highest quality financial services, offering personalised advice and support.

Johnson Financial Group

Johnson Financial Group is a family-owned and privately-held financial services company based in Wisconsin. It offers a range of banking, wealth and insurance solutions, as well as trust, estate and fiduciary services, with a total value of $5 billion. The principal owners are part of the Samuel C. Johnson family, with Helen Johnson-Leipold serving as Chairman.The company provides traditional banking services, along with insurance and trust services for individuals and businesses. Johnson Financial Group is dedicated to providing clients with tailored services that meet their specific needs and goals. They have a team of experienced professionals who are committed to helping their customers achieve long-term financial success.

Johnson Financial Group

Johnson Financial Group is a Wisconsin-based financial services firm that has grown to become the largest private, family-owned enterprise in the state. It offers banking, wealth, and insurance solutions, with $5 billion in assets under its management. Its services include traditional banking, as well as insurance, trust, estate, and fiduciary services. The company is owned by members of the Samuel C. Johnson family, with Helen Johnson-Leipold acting as Chairman.The company prides itself on its commitment to delivering quality services through highly experienced teams. Johnson Financial Group not only provides individuals and businesses with tailored financial solutions, but also the peace of mind and security that comes with working with an experienced, trusted partner.

Johnson Financial Group

Johnson Financial Group is a privately owned, family-run financial services provider based in Wisconsin. It is the largest of its kind in the state and offers banking, wealth management and insurance solutions through Johnson Bank, Johnson Wealth and Johnson Insurance. The company has a market value of $5 billion and is primarily owned by members of the Samuel C. Johnson family, with Helen Johnson-Leipold at the helm as Chairman. This financial services firm provides traditional banking services along with trust, estate and fiduciary services, as well as a range of insurance products.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.