Boardman-Hamilton Co insurance protection and advice to businesses of all sizes

Scalco Financial

Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation. No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business. Services include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning.

The Financial Architects - Orange County

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274. We specialize in: 1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners 2. Income protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your questions, you have come to the right place.

The Financial Architects

The Financial Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planning, health insurance, key man insurance, business insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare Supplements. They specialize in helping individuals and businesses achieve their financial goals. 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.

Wallace Investments

For over three decades, Wallace Investments has been a reliable source for clients looking to maximize their returns from 401k, IRA and other investment accounts. Our unique investment strategy has historically outperformed most hedge funds as reported by Barclays hedge fund report (2015). The first step for clients exploring our services is to complete our Financial Planning Questionnaire. This helps us identify the best ways to invest your money so you can get the highest return with the least risk. We take great pride in providing individualized financial planning services and asset management assistance to individuals and families. Our services are tailored to meet your specific needs, with a focus on income replacement, mortgage protection, college education funding, retirement planning, investments and asset management. We are committed to doing what is best for your financial future.

Jose A. Cortes Northwestern Mutual

Jose A. Cortes of Northwestern Mutual works closely with clients to help them achieve their financial goals, while protecting the things they value most. He provides personalized services, such as financial planning, business continuation and succession planning, business valuation, executive compensation strategy, group benefits, employee sponsored qualified savings plans, tax planning, retirement planning, education planning, and risk management planning. His primary areas of focus are life, income protection, and long-term care planning. With his expertise and guidance, clients can have confidence in their strategies and feel secure knowing that their interests are being well looked after. 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.

Law Office of Inna Fershteyn and Associates

The Law Office of Inna Fershteyn and Associates is a New York based law firm that specializes in providing legal services to the elderly. Our mission is to provide comprehensive legal services, including Medicaid planning, asset protection, pooled income trust, Medicaid fraud investigations, HRA fraud investigations, estate planning and nursing home planning, to help elderly New Yorkers protect their rights and assets. We have extensive experience in Home care aid Medicaid and nursing home Medicaid planning. Our team of experienced professionals is committed to helping our clients navigate the complex and ever-changing legal landscape in New York. 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.

Janna Bidlack - State Farm Insurance Agent

At Janna Bidlack - State Farm Insurance Agent, we prioritize our clients' needs and provide the security they require in their life, income, and asset protection. Our team of insurance experts has a portfolio of life and health insurance plans to fit various individual circumstances. We make sure our customers are satisfied with their auto and home insurance plans and leave with a smile. We go the extra mile to exceed expectations and help achieve our clients' goals. Our team is dedicated to providing quality customer service and expert advice. We strive to make insurance policies simple and easy to understand, so that everyone can feel confident about their life, income, and asset protection. We also offer additional services to ensure that you have the best coverage for your needs. Give us a call today to learn more about how we can help.

Mashburn Tax Advisors

Mashburn Tax Advisors offers a range of financial services to help individuals, families and businesses manage their money. Services include tax management, investment management, retirement planning, estate conservation, insurance and annuity products, business succession planning, retirement income protection, Medicare supplements, Social Security income planning, and alternative investments.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.