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All-Ways Medical Billing

All-Ways Medical Billing, LLC was founded in 2009 to provide mental health professionals with comprehensive and accurate billing services. This includes processing insurance claims, tracking patient payments, and coding for autism, occupational, speech therapy, and other related services. Our team of experts serves over 20 individual licensed professionals in the Portland area. With a decade of experience, we proudly provide top-notch billing services for medical professionals. 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.

Steven M. Vogt, CPA, EA

For over twenty years, the clients of Steven M. Vogt, CPA have relied on his team's personal and business tax return preparation services, full-service bookkeeping, and expert financial advice to stay on top of their finances. His staff of tax planning and financial professionals in Chandler and Queen Creek, AZ, provides highly personalized services that utilize their extensive knowledge of current laws and regulations to serve you best. Steven M. Vogt, CPA specializes in a wide variety of tax preparation services, covering individual, small business, and gift and estate taxes. His team strives to make the entire process as stress-free as possible while finding the maximum amount of deductions and credits their clients are eligible for. Clients also count on Steven M. Vogt, CPA to help them resolve IRS tax problems, with a successful track record attesting to this team's efficacy. His company always provides affordable, professional assistance to its clients when they need help the most. Steven M. Vogt, CPA also offers a wide variety of small business accounting services, ranging from payroll to check writing. His experienced accounting team has the knowledge to assist with monthly bookkeeping services, bank reconciliations, and financial statement preparation to keep business on track. When it comes to helping small businesses achieve success through smart financial decisions, this CPA firm's financial advising services are invaluable.

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.

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.

Einstein Medical

Einstein Medical is an internet marketing firm based in San Diego, providing business solutions to reputable doctors and surgeons around the world. Since 1995, they have been keeping ahead of the curve in marketing and technology. They offer a variety of products and services to help their clients become more successful financially. Services offered include search engine marketing, social media marketing, DocShop Directory, video production and EinsteinApps. Their team of experts, including designers, writers, video producers, consultants and project managers, create custom strategies for medical practices specialising in cosmetic dentistry, plastic surgery or LASIK surgery. Through these strategies, Einstein Medical provides opportunities for healthcare professionals to be found on the internet through various avenues. This includes creating exceptional websites and DocShop Directory listings, as well as video production. By tailoring online medical marketing strategies to meet the needs of each client, Einstein Medical helps ensure that prospective patients can find trusted healthcare professionals.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.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.

Butler Tax & Accounting

Butler Tax & Accounting has been providing Salt Lake City with trusted tax, accounting and financial advice for over 44 years. Our goal is to help clients make informed decisions by offering insightful advice and resources. Our team of professionals is here to assist with all of your Tax, Financial and Business needs. We specialize in Tax Preparation, Retirement Planning, Bookkeeping and more. Visit our website for a full list of services we offer and additional resources. With our years of experience and expertise, let us help you reach your goals.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.

Alex De La Torre Financial Professional-Family Life Insurance

At Virtual Financial, we are dedicated to providing middle American families with a comprehensive financial review and a "Financial Needs Analysis" – all in the convenience of their own home. Our highly experienced Consultants will meet with you securely and privately through an online one-on-one screen share, and can often start a plan without requiring any new money. Alex De La Torre Financial Professional-Family Life Insurance is committed to helping individuals achieve their dreams and goals with cutting edge strategies. Our team of professionals provide quality advice with no pressure and no obligation, ensuring the utmost privacy and comfort of those who take advantage of our free Financial Needs Analysis. We are here to provide greater peace of mind and a financial compass for all.

WorthPointe

WorthPointe is a fee-only financial planning firm that was created to foster strong client relationships, long-term financial planning and be an unbiased source of financial advice for business owners, executives and their families. Our Austin Certified Financial Planner™ professionals offer a five-step process that incorporates investment consulting with tax planning, asset protection, estate planning and charitable giving. We are a fee-only firm, so clients always know what they are paying for: no hidden fees. We serve a select group of entrepreneurs and their families in the Austin area, providing tailored advice and strategies. Our team of Certified Financial Planners™ has the expertise to offer personalized financial planning and wealth management services to meet the unique needs of our clients. We strive to build meaningful relationships and provide the highest quality of service to those we serve. To discuss partnering with one of our Austin-based financial planners, please contact us.

Kim McGuire - Academy Mortgage

For 16 years, I have been working in the mortgage loan industry and helping people realize the dream of home ownership. I understand the importance of getting pre-approved for a loan so that when you make an offer, you are well informed and can make the best decision. At Kim McGuire - Academy Mortgage, we are committed to helping customers meet their home loan needs, whether it be refinancing, taking out cash for home improvements, or purchasing a new property. Our team of experienced professionals are dedicated to providing our customers with exceptional customer service and financial advice. We strive to find the right loan product and rate to fit each individual's unique situation. Our goal is to make the process as easy and stress-free as possible while helping build your wealth through homeownership.

Mumy Financial Advisors, LLC

Mumy Financial Advisors, LLC is an independent financial advice provider specializing in helping individuals and businesses understand their financial solutions. Our team of professionals have the knowledge and expertise to provide advice on asset allocation and diversification, cash flow analysis, education expenses, estate planning, financial planning, insurance analysis, and retirement strategies. We strive to create tailored plans that best suit each individual's or business's unique situation, ensuring that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy to review existing policies and determine if they are providing the right amount of coverage. At Mumy Financial Advisors, LLC, our experienced advisors can provide you with the guidance you need to make informed decisions about your finances. We will work with you to develop a plan that takes into account your current resources and future goals. Whether you are an individual looking to plan for retirement or a business seeking to optimize investments, we will be with you every step of the way. With our help, you can feel confident and secure in your financial future.

New Frontier Financial

New Frontier Financial is a full service Mortgage Broker with over 20 years of experience, founded and based in Dallas, TX. Owner and CEO Martha Walters has seen many changes in the mortgage industry over the years and is dedicated to providing clients with the best possible service and ensuring a smooth and successful home buying process. The team at New Frontier Financial is composed of experienced and knowledgeable licensed financial professionals who are committed to providing honest and professional services to their clients. They offer a wide range of services including home purchases, refinancing and investing, and are available to provide consultation and advice. For more information, give them a call today at (469) 886-8300.

Deerfield Financial Advisors

Deerfield Financial Advisors, Inc. provides professional financial advice to help individuals and couples plan for retirement, navigate life's surprises and financial challenges, and create a lasting legacy. Since 1985, it has grown to be one of the leading financial planning firms in the Midwest. It specializes in assisting business owners anticipating a liquidity event, those recently divorced or widowed, entrepreneurs and executives wishing to diversify their holdings, families seeking to transfer wealth to later generations, and those who have recently received an inheritance. The firm is dedicated to helping its clients reach their financial goals and ensure a secure future.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.

Telos Financial

Telos Financial is a Michigan-based financial advisory firm, founded by Dennis LaVoy, CFP®, CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, Millennials, Generation Xers, young professionals, and their families. By utilizing his experience, knowledge, and expertise, LaVoy helps these clients to reach their financial goals. Telos Financial also serves clients across the country, from Ann Arbor to Detroit. Telos Financial offers a comprehensive range of services, including financial advice, wealth management, and related services. The company's mission is to provide customized solutions that are tailored to individual needs, allowing clients to make the most of their assets while minimizing risks. Additionally, the team at Telos Financial has the expertise and experience to handle any financial challenge. They strive to help their clients make sound financial decisions and achieve long-term financial success.