MSM Advisory

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.

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.

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.

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.

Smart Tax Professional Services

Smart Tax Professional Services is a Certified Public Accountants firm established in 1981 offering a wide range of financial services throughout Michigan. Our services include tax preparation and filing, amending prior year tax returns, bookkeeping and accounting, payroll provider services, audit/review/compilation services, CFO/controller services, vendor check issuing, QuickBooks setup and assistance, and financial planning and asset management. We serve Novi, Northville, Wixom, Farmington Hills, Plymouth, Livonia, Lansing, Canton, Ann Arbor, and Walled Lake. Our team of experienced professionals strive to provide our clients with the highest quality services and solutions tailored to their individual needs. We also offer comprehensive advisory and consulting for any special projects as well as developing both long-term and short-term financial plans.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.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)

Haste Financial Services

At Haste Financial Services, we believe in helping businesses grow and reach their goals. We provide comprehensive services tailored to our clients’ individual and business needs, including tax preparation and strategic tax planning. Our bookkeeping, accounting, catch-up, cleanup and system integration services are also available. Additionally, we offer advisory, planning, audits, strategy and financial feasibilities. Moreover, we provide payroll management for our customers. Our team is committed to providing the best possible service to ensure our customers’ financial success. 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.

Authentikos Advisory

Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients. We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence. At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Align Advisory & Tax Services

Align Advisory & Tax Services is a professional tax consulting firm that provides personalized services to clients. We are committed to creating meaningful relationships with our customers, allowing us to better serve them in matters such as tax preparation, tax planning, financial goal setting and resolution of tax issues. We also specialize in providing small business consulting services to our clients. Our experienced team has the expertise necessary to help businesses reach their goals and work through complex tax situations. Our focus is on providing quality service and ensuring our clients receive the best possible results. 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.

Fisher’s Financial

Financial Advisory & CFO Services - We offer a range of tax services that will provide you and your busines longevity and annual savings like never before! We make sure that your books are clean & up to date every month. Providing you a Profit & Loss Balance Sheet at the end of every month. If you owe the IRS money, don't worry because our team of trained professionals are licensed to represent you when engagig with the IRS. We also help your company establish business credit with all 3 major business bureaus (DNB, Experian, and Equifax). Call Today or Register Online for Your Initial Consultation!

E.A. Buck Financial Services

E.A. Buck Financial Services is an independent financial services firm that helps individuals create comprehensive retirement strategies. We provide a variety of investment and insurance products to custom suit individuals’ needs and objectives. Securities are offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities either. Individuals should consult with a qualified professional for tax advice before making purchasing decisions. Neither the firm nor its agents or representatives may give tax advice. 01103005 - 11/21.