Raymond James

WilliamsonRhoades Investment Strategies

Byron Williamson and Tim Rhoades, of WilliamsonRhoades Investment Strategies and Institutional Capital Resources, are dedicated to providing Retirement Planning and Investment Planning services to clients in Johnston, IA and the surrounding areas. Their mission is to help clients gain a better understanding of financial concepts, such as insurance, investing, retirement, estate planning, and wealth preservation, while also providing fast and easy access to market performance and data. The team’s experienced professionals can provide personalized advice to ensure that clients reach their financial goals.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.

M & R Capital Management

M & R Capital Management is a specialized wealth management firm that provides advice and implements innovative investment strategies to its clients - individuals, family offices, endowments, and other institutions. Our experienced investment professionals have decades of experience in the financial industry. 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.

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.

Raquel Refuerzo

Raquel Refuerzo is an experienced real estate agent who provides dedicated guidance to customers of all levels. With her background in marketing, customer service, and property investment strategy, she offers invaluable assistance throughout the entire process. She has been in the industry since 2010 and is highly praised by those she works with. Raquel knows that the real estate world can be stressful and makes sure to be available for any questions or concerns that may arise. She has an advanced understanding of Houston's neighborhoods and amenities, taking the time to match families with the perfect properties and identify motivated buyers. Plus, as a Certified Negotiation Expert and Accredited Buyer's Representative, Raquel is capable of negotiating effectively to get the results her clients are looking for. Whether you're a first-timer, relocating, downsizing, or investing, Raquel Refuerzo is the perfect choice for you. She is committed to providing a pleasant experience for her customers and ensuring each of them get the best outcome possible.

Blue Plate

Blue Plate is an internet marketing and web design firm that focuses on providing smart, cost-effective solutions to small businesses. We understand that small business owners have limited resources, and work hard to ensure they get the most out of their investments. Our experienced team can create a website tailored to your needs, and help you build up sales and customers through effective online marketing strategies. We strive to help our clients reach their goals, while ensuring all transactions are secure. At Blue Plate, we pride ourselves on our extensive experience in the industry. We specialize in creating and optimizing websites, as well as providing marketing services for those websites. Our team is dedicated to providing our clients with effective solutions that will boost their presence and sales online. We have the skills to develop and implement strategies that will bring you success, and guarantee to do so in a timely and cost-effective manner.

Norseman Advisory Group

Norseman Advisory Group, Inc. is a state-registered investment advisory firm located in Virginia, providing services to those living in Newport News, Hampton Roads, Williamsburg, Richmond, Virginia Beach, and the surrounding areas. We specialize in pre- and retirement solutions, wealth and asset management, insurance and long-term care, empowering women for retirement, social security maximization, tax-efficient strategies, IRA & 401(K) rollovers, and legacy planning. Our mission is to help our clients reach their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged to prioritize our clients' interests and offer them transparent and open solutions. We offer a free initial consultation to discuss your current situation and decide if our collaboration would be beneficial for both parties. We don't work for any particular money manager or insurance company - we work for you. Taking pride in our commitment to put our best foot forward, we strive to provide the highest quality services.

Raymond James

Overview: Since 1987, Scott has been guiding clients through volatile markets and helping them achieve their financial goals. His investment knowledge, strategy and expertise make him one of the leading financial advisors in the industry. Scott helps his clients obtain their goals of consistent returns with an emphasis on preservation of capital, managing/minimizing risk, and capital appreciation. He values long-term relationships, and aims to get to know each client on a personal level, as successful investing begins with a clear understanding of the client's financial needs and objectives. Scott's main intent is to create long-term investment strategies well-suited to each client's unique situation. He plans, designs and implements investment strategies, and provides comprehensive retirement planning services for corporations and individuals. His clients know that he is there to support them today and that he'll be there in the future with the same professionalism and commitment they have come to expect.

DLA & Company

Are you looking for an independent, full-service financial planning firm to help you achieve your financial goals? At our firm, we understand the importance of personal service and trust when it comes to guiding our clients to the right investment strategies for their distinctive financial goals. We offer a wide range of services, from individual, family and business financial planning to investment management, retirement planning, and more. Whether you’re an individual or a business owner, our experienced professionals will create a personalized plan to help you reach your financial objectives. At our firm, we believe that a relationship built on trust is the foundation for success. That’s why we strive to provide top-notch service that meets your personal financial needs. We’ll work with you to develop solutions that meet your unique lifestyle, budget and circumstance. If you’re ready to start planning for your future, contact us today! Our team of experienced financial advisors is here to help you make the right moves for your current and long-term financial goals.