Grealish Investment Counseling

Grealish Investment Counseling

Grealish Investment Counseling specializes in helping clients build and manage their portfolios and retirement accounts. Kent, the company's lead advisor, works with each client to identify their financial goals and determine the appropriate level of investment risk. Education is a priority for Kent and he uses seminars, articles and newsletters to teach not only the fundamentals of investing, but also how our behavior affects our investment decisions. He is compensated solely on an hourly rate and does not receive any other payments or fees. 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.

Investment Counseling Services

Investment Counseling Services, Inc., led by Terry Kingsbery, is an independent investment advice firm. We strive to provide our clients with the best fiduciary-driven and fee-only private investment advice and counsel while educating them on financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to financial security. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management, all without transaction fees, cancellation fees or commissions. At Investment Counseling Services we help you create the future you want. We develop detailed plans to meet your goals according to your risk tolerance and timeline. With our expertise and guidance, you can achieve financial success and peace of mind.

The Investment Counsel Company

The Investment Counsel Company is a Nevada-based, independent investment management consulting firm that has been providing financial advice and guidance for over three decades. It was one of the first firms of its kind in the state, and is the only Nevada firm to make the Top 100 Independent Financial Advisors list of the Wall Street Journal and Barron’s. The Investment Counsel Company currently manages over $1.4 billion in assets. The company is dedicated to helping its clients reach their financial goals, whether it's affluent families, business owners, retirement plan sponsors, foundations or endowments. Its founder and CEO, Randy Garcia, has set the bar high for integrity, innovation and vision in terms of client relations and services. If you have $1 million or more in investable assets, get in touch with The Investment Counsel Company to discuss how their experienced fiduciary investment advisors can assist you in achieving your financial objectives.

DHR Investment Counsel

Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success. We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently. Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm.

Carnegie Investment Counsel

Carnegie Investment Counsel specializes in Custom Investment Management, Wealth Management, Financial Planning, and Corporate Retirement Plan Services.   With a financial strategy tailored for personal success, you have more peace and freedom to enjoy life. Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients.

Hamrick Investment Counsel, LLC

Hamrick Investment Counsel is a Seattle-based, independent investment advisory firm. We specialize in managing investment portfolios for foundations, nonprofit organizations and individuals. Our team of experienced professionals works with our clients to provide tailored solutions that meet their financial objectives. 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.

Wittman Capital Management Investment & Estate Counsel

Wittman Capital Management Investment & Estate Counsel is an organization that provides guidance and assistance to families in making sound financial decisions. Our team of experienced professionals offer a wide range of services, ranging from tax planning and compliance to family education on financial and estate planning matters, as well as assistance with loan portfolios and risk management. We also provide personal banking services, such as daily cash management and money market funds sweep. Furthermore, we are able to facilitate family meetings, administer gift programs, and manage internal investments, employee benefits and other tax-sensitive issues. At Wittman Capital Management Investment & Estate Counsel we strive to align our clients’ assets with their goals, while adhering to fiduciary compliance and due diligence for individual trustees. Our team of experts has extensive experience in accounting for administrative expenses, professional fees and other related issues. We are committed to helping individuals and families make informed financial decisions.

SPM Real Estate

SPM Real Estate is a locally-owned and operated real estate company in Arlington, Tennessee. Since 2005, we have been providing residential real estate services to our clients and community. We offer real estate listings for Arlington, Bartlett, Lakeland, Germantown, Collierville, Shelby, Fayette, and Tipton counties. Additionally, we are licensed in Mississippi. At SPM Real Estate, our team is committed to providing the best real estate experience possible for our clients. We provide investment counseling, lease management, and property management services. Our experienced team of real estate professionals is dedicated to helping you find the perfect home or investment property.