Burlingame Wealth Management Firm

Arrow Investment Management

Arrow Investment Management is Oklahoma's leading financial planning firm, dedicated to helping clients achieve their financial goals. Our experienced team of advisors are all fiduciaries, placing the utmost importance on ethics and client satisfaction. We craft custom investment, retirement, and goal-based plans with low-fee ETF portfolios tailored to each individual's needs. Our mission is to provide affordable wealth management services to everyone, not just the wealthy. With our lifelong financial planning services, we strive to help our clients generate and preserve wealth for the future.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.

ACG Investment Management

ACG Investment Management LLC is a financial services provider committed to maximizing returns and safeguarding capital for its clients. Founded by Greg Silberman, the firm offers comprehensive investment advice, utilizing elements of behavioral finance to create a unique strategy that blends fundamentals, technicals, and sentiments. They serve a wide array of customers, from individuals to families to institutions, and all receive personalized guidance from an experienced team.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.

Marathon Investment Management

At Marathon Investment Management, we understand that achieving financial success doesn't have to be complicated. That's why we work with you to create a plan for managing your money and building your wealth. We start by helping you define your goals. From there, we develop a blueprint to help you get there. Our team of experienced advisors will take the time to get to know you, so they can provide custom-tailored financial advice that suits your individual needs. We'll work with you every step of the way to make sure you're reaching your long-term objectives. At Marathon Investment Management, we provide comprehensive financial services for individuals and businesses alike. Our high-quality services are designed to meet your unique needs and objectives. Whether you're looking for retirement planning, wealth management, or other investments, our team can help you create a strategic plan that matches your lifestyle and financial goals. By partnering with Marathon Investment Management, you can trust that you're working with a reliable and experienced team who is dedicated to helping you reach financial success. Let's get started creating a plan today!

Reliant Investment Management

Reliant Investment Management is an independent financial advisory firm offering tailored portfolio management services to governmental, institutional, and individual clients. They act as fiduciaries and risk managers for their clients, and prioritize communication, service, and accountability in each of their relationships. Their core asset-based investment strategies focus on capital preservation, liquidity, income, and risk-adjusted returns.The team at Reliant Investment Management employs rigorous research practices to construct high-quality portfolios using individual securities, and time-proven investment strategies. They prioritize transparency with their clients, and strive to create personalized, long-term relationships built on trust and integrity.

Arizona Investment & Management

Arizona Investment & Management, LLC (AIM) is a real estate management and brokerage company based in Arizona. Our mission is to provide reliable insight to investors looking to increase values, maximize cash flow, and secure their assets through the real estate cycle. We specialize in multi-family and commercial investment management, acquisition and sales. Our experienced team of professionals have more than 40 years of combined expertise in the fields of investment, property management, and commercial real estate sales. AIM Brokerage Services can help clients identify and evaluate properties, represent them in transactions, and provide due diligence services for both buyers and sellers. 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.

Key Investment & Management

Key Investment & Management provides a range of services for their clients such as investment purchases and sales, commercial purchases and sales, landlord representation, tenant representation, property management, and 24/7 emergency paging for existing tenants. 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.

Atterbury Investment Management

At Atterbury Investment Management, Inc., we are committed to providing pre-retirees and retirees with high-quality financial advisory services. Our team has 30 years of experience and a wealth of knowledge in the world of investment management and retirement planning. We provide personalized advice tailored to each client's individual needs and objectives. Our team can help you develop a strategy that will help you reach your financial goals. We strive to give our clients objective and transparent advice that is always in their best interests. If you are a pre-retiree or retiree living in North County San Diego who needs expert financial advice, contact us today to find out if we are the right fit for you. We offer appointments both in-person and virtually, so no matter where you are located, we can help. Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Atterbury Investment Management, Inc or these representatives. CA Insurance Lic #0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)

Personal Investment Management

Personal Investment Management (PIM) has been providing asset management and financial advice to individuals, families and related entities since 1984. Our mission is to provide our clients with the peace of mind that comes from knowing that their hard-earned assets are being professionally managed and that they are on the right track toward achieving their financial goals and realizing their life dreams. Our experienced team of professionals has over 35 years of expertise in the area of financial services, offering comprehensive solutions for all of our clients' needs. We use the latest technology and sophisticated investment strategies to make sure our clients’ investments are secure and are working for them. Our services cover everything from retirement planning, insurance, estate planning and more.

Fort Vancouver Investment Management

At Fort Vancouver Investment Management, we provide comprehensive financial planning services to help individuals and families plan for and manage their retirement. Our team offers portfolio management and income generation solutions, as well as strategies to minimize taxes and investment expenses. We work closely with our clients to ensure their long-term financial success. 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.

Praxis Capital and Investment Management

Praxis Capital and Investment Management is an organization dedicated to providing quality and tailored financial services for its clients. Our team consists of a centralized, experienced and knowledgeable group that is driven by the client’s individual goals and objectives. We strive to offer a personalized and comprehensive service that is designed to meet the specific needs of each of our clients. Whether it is an individual or a larger institution, we are committed to assisting you in reaching your financial goals. We pride ourselves on our client-oriented approach and commitment to delivering results. Our team is experienced in the areas of capital management, risk management, portfolio optimization, asset allocation, and investment strategies. With our expertise, we can assist you in devising a plan that balances risk and return, while also understanding the current market environment and your individual needs.

Capital Investment Management

At Capital Investment Management, we are committed to offering an alternative to the impersonal financial services available on the market. We believe in personalizing the services we provide by taking the time to understand our clients' needs. Our goal is to offer a personalized experience that puts our clients first.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.

CORDA Investment Management

CORDA Investment Management, LLC is a Registered Investment Advisory (RIA) firm based in Houston, Texas. Founded by Bonner C. Barnes in 1999, the company provides investments with a unique value-oriented approach to over 1,000 families across the country. CORDA Investment Management is committed to helping its clients achieve their financial goals through a strategic and contrarian-minded approach to investing. 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.

Ruderman Investment Management

Ruderman Investment Management (RIM) is a financial services firm dedicated to helping clients achieve their financial and retirement goals through high quality investment advice and tax-efficient strategies. RIM provides brokerage and retirement account management, as well as financial planning services. Clients have access to a wide range of products, including mutual funds, stocks, ETFs, tax-free bonds, REITs and annuities. As a fee-only practice, RIM does not receive commissions and the account management fee is 1% or less. The team at RIM has extensive experience in the financial services industry, and strives to provide clients with the best possible service. 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.

CORDA Investment Management

CORDA Investment Management is a Registered Investment Advisory firm based in Houston, TX that was founded by Bonner C. Barnes in 1999. We have branches in Austin, Houston, and Dallas and we provide investment services to more than a thousand families across the country with our value-oriented, contrarian-minded approach. 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.