Point Bridge Capital

JST Investment Consulting

At JST Investment Consulting, we understand the stress and confusion that comes with investing. Our mission is to help families make the right decisions with their hard-earned money without all the guesswork. We develop a goal-oriented plan to choose the best strategy together, without any commissions or withdraw penalties. Our experienced team at JST provides full financial planning services and acts as fiduciaries for our clients. We are not compensated by any third-party investment product companies and prioritize our client's best interests first and foremost.

Deschutes Investment Consulting LLC

At Deschutes Investment Consulting LLC, we specialize in retirement planning and wealth management for both businesses and individuals. Our team is highly experienced, with an average of 20 years in the field, providing invaluable guidance and advice for our clients. We strive to meet each client’s individual needs and offer tailored solutions that fit their unique financial goals. Our services range from 401(k) plans for local and regional businesses to private wealth management for individuals. Our advisors are dedicated to helping you reach your retirement and wealth goals, no matter what stage of life you are in. We are confident in our ability to provide superior customer service, informed decision-making, and innovative solutions.

Deacon & Deacon Insurance Agency locally owned, independent employee benefits, insurance, and investment consulting firm

Deacon & Deacon Insurance Agency is a locally owned, independent employee benefits, insurance, and investment consulting firm. Our only purpose is to help you align your financial goals through a thorough analysis of your situation, and to assist you. As independent professionals, we have partnered with highly rated companies and will work with you to find a viable solution to your needs. Call us today for: Insurance Plans for Employer Groups, Individuals, Families, Self-Employed Employee Benefits Health Insurance Life Insurance (Term, Whole Life, Universal Life, etc.) Long Term Care Insurance Disability Income Insurance Retirement Plans 401K rollovers IRAs Business Succession Planning, Key Person Life Insurance Planning, Buy-Sell Agreements.

Paceline Wealth Management

Paceline Wealth Management is a fee-only fiduciary firm offering comprehensive financial services across Boston and remotely. As a fiduciary, Paceline is committed to putting their clients' interests first, without receiving commissions or other incentives from sales. The team is headed by Jeremy Bohne, who brings expertise in financial planning, institutional investing, insurance, and management consulting. Clients benefit from his investment expertise, listening skills and detail-oriented approach. Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to professionally manage investments and receive financial advice. 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.

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.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Alpha Fiduciary

Alpha Fiduciary is a wealth planning and management firm that provides comprehensive financial solutions. We specialize in investment consulting and management, advanced planning, and relationship management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans, social security and pension benefits optimization, tax planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, and restricted stock strategies, as well as preparing heirs for wealth. We also provide newsletters, quarterly performance reports, yearly and ad-hoc reviews of financial situation and goals, and periodic review of beneficiaries, trusts, and estate 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.

Mahandru Associates

Mahandru Associates is an elite Management Consultancy offering a combination of insightful wisdom and expert execution that rises beyond expectations. We strive to provide the highest standard of quality and are devoted to fulfilling our customers' ambitions in the most efficient, cost-effective and time-saving manner. Our services range from Management Consultancies, Business Research, Analysis, Advisory, Valuation & Audit, Marketing Research & Feasibility, Events, PR & Media Management, Wedding Planner & Organizer, Financial Advisory and Risk Management, Quality & Standardization Consultancy, IT Solutions & Consultancy, Franchise Consultancy, Immigration Consultancy, Residence & Citizenship by Investment Consultancy, and Investment Management & Consultancy. We are dedicated to understanding Investors and Entrepreneurs' objectives and requirements and strive to meet them with utmost integrity and diligence. Our commitment to customer satisfaction drives our everyday operations. We go the extra mile to ensure we remain on top of our game and create unique campaigns that integrate business strategies.