Navy Federal Credit Union

Fellows Tax & Financial Services

Honesty, Integrity and Trust is the foundation that Fellows Tax & Financial Services is built upon. We believe in making a difference one client at a time. Our mission is to get to know and understand our client's needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. At Fellows Tax & Financial Services, we have the client--and only the client--in mind. We understand the challenges families face today, from managing debt to saving for college all while looking ahead towards retirement and in retirement making sure those assets are managed accordingly, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help our clients pursue their goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction with our service.

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.

Gold Financial Services

At Gold Financial Services, we understand the importance of making your home purchase transaction as smooth and successful as possible. As an equal housing lender, our experienced team is dedicated to helping you through every stage of the process from prequalification to closing. We strive to provide each of our diverse clients with the residential mortgage products that best suit their individual needs, including VA, FHA, Conventional, Nonconforming, Jumbo, Refinances, and portfolio options. All transactions are handled entirely in-house by Gold Financial Services employees who are familiar with the communities they serve. 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.

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

Krum Insurance & Financial Services

Krum Insurance & Financial Services, LLC is a financial services provider based in Feasterville, Pennsylvania, with more than 30 years of experience in providing insurance-based services. As an independent broker, we are able to develop a tailored strategy for each of our clients to help them make educated decisions throughout their life. We provide personal and direct service for individuals, families and small to medium-sized businesses. Our goal is to build a strong rapport with our clients based on trust and thorough advice. We understand that the changing needs of our clients may require periodic assessments to ensure they have the right coverage. Our services include, but are not limited to: health insurance, retirement planning, group health insurance, 529 Plans (college savings), individual health, 401k, employee benefits, IRA, Medicare, investments, business insurance, financial planning, general liability, life insurance, workmen's comp, whole life, auto insurance, term insurance, homeowners insurance, universal life, and disability insurance.

Lakeside Financial Services Real Estate & Mortgage Lending

At Lakeside Financial Services Real Estate & Mortgage Lending, we specialize in all areas of financial services. Our team is experienced in providing Real Estate, Mortgage Loans, Tax Preparation, and Credit Solutions tailored to our clients' individual needs. We understand the importance of having a reliable tax preparation process that gets you the maximum refund you are entitled to. That is why our Tax Preparation Services are available year-round, unlike most tax preparers who are only available during certain months. You will be working with a live tax preparer who is knowledgeable in current tax law. We strive to make the tax filing process as painless and hassle-free as possible. In addition to our tax services, we also help clients find the best Real Estate and Mortgage Products to suit their current financial standing and future goals. We serve clients in Los Angeles and the surrounding areas. At Lakeside Financial Services Real Estate & Mortgage Lending, we are committed to providing comprehensive financial solutions to our clients. With our expertise and dedication, you can rest assured knowing your finances are in good hands.

KPC Financial Services

KPC Financial Services was founded in 1992 with a unique vision: to provide clients with a comprehensive range of financial services and traditional accounting services. We strive to work closely with our clients to help them make money, manage their businesses, and become more profitable. Rather than simply being “bean counters”, we aim to act as part of our clients’ business management team, taking the time to understand their needs. We offer advice and guidance on business development and profitability consulting for small businesses, along with accounting and tax services for individuals, trusts, and estates. We also provide financial planning services for both individuals and businesses. Our goal is to make sure that our clients don’t have to put all their time into working in their business, but instead have someone they can talk to and use as a sounding board for ideas. We strive to provide them with the support they need to organize and grow their companies.