Exodus Advisors

Exodus Advisors

Exodus Advisors is an advisory company whose mission is to provide life preparation services to clients by helping them develop their personal financial philosophies. We pride ourselves on being able to provide tailored advice, with friendly and professional service, to ensure each client is taken care of. Our team has a wealth of experience in a range of financial situations, ranging from tax preparation to investment advice. We strive to provide the best possible advice to our clients, so that they can make the most of their finances and live life to the fullest.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. 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.

Financial Planning Consultants

At Financial Planning Consultants, we strive to help families understand their financial goals and how to achieve them. Our team of experienced professionals provides comprehensive and customized financial planning strategies to meet the individual needs of each client. By walking you through a step-by-step process, our team ensures that you are confident in your decisions and can make the most of your wealth. We are dedicated to providing personalized financial advice and services, helping you to create purpose with your wealth. Our services include assistance in determining which objectives you can afford and how to accomplish them, as well as developing a customized financial program tailored to meet your specific needs.

Allstate Insurance Agent: Ciani Portillo

As a Personal Financial Representative in Oklahoma City, I am committed to helping families like yours protect the things that are important. With my knowledge and understanding of the people in this community, I provide customers with an outstanding level of service. I am Ciani Portillo, an Allstate Insurance Agent, and I look forward to helping you find the insurance coverage that best suits your needs and budget. I have the experience to help you develop a comprehensive strategy to achieve your financial goals. Whether it be auto, home, life or business insurance, I can help you find the right coverage for you. I strive to make the process of finding and choosing insurance as easy and stress-free as possible. Get in touch today to get a personalized quote and great rate.

Van Horn, Toni L, AGT

Overview: As a Personal Financial Representative living in Bernville area for eight years with my husband and two children I know many local families. My knowledge and understanding of the people in this community help me provide over 1,600 customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I'm also here to help you prepare a strategy to achieve your financial goals. I'm proud to work with a company who's been serving satisfied customers for over 70 years. I can offer quality insurance that's affordable and provide easy access for you to contact me in person, over the phone, or through my Web site - wherever and whenever you need. Both Allstate and I know how important price and service are for a long-lasting relationship. As a small business owner, I understand the importance of building a solid foundation for the future and developing long-lasting customer relationships.

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Allstate Insurance Agent: Patrick Conaway

As a Personal Financial Representative in Aurora, I understand the importance of protecting the things that are important to families living in this community. That's why I'm here to help you get a Quick, Personalized Insurance Quote Today! Just a call or click away, you can be sure to receive a great rate. Beyond getting an amazing rate on your insurance, I'm also here to help develop strategies to achieve your financial goals. My knowledge and understanding of the local community will ensure you receive an outstanding level of service for all your insurance needs. Don't hesitate to Contact my Agency today to get the best insurance quote on the market!