Edward Jones - Financial Advisor: Lucy Gore

Edward Jones - Financial Advisor: Lucy Gore

At Edward Jones - Financial Advisor: Lucy Gore, we understand there is a lot of uncertainty in the world right now. Our team is here to help you through this difficult time by providing support, guidance, and resources. We care about both your physical and financial wellbeing and are committed to helping you achieve your goals. We provide tailored advice and solutions to help you plan for retirement, save for education, and become a smart investor. Our face-to-face conversations allow us to create a customized plan to meet your needs. Our experienced and knowledgeable advisors can assist you with investing, estate planning, taxation, and more.

Edward Jones - Financial Advisor: Lucy McGuire

These are difficult times, and we understand the concerns many of us have for our physical and financial health. At Edward Jones - Financial Advisor: Lucy McGuire, we are here to listen and provide support during this time of uncertainty. We strive to help our clients reach their financial goals, whether that be through retirement planning, saving for education, or investing in a tax-efficient manner. At Edward Jones, we believe in the power of face-to-face conversations to create meaningful and long-lasting relationships. Our team is committed to providing an exceptional client experience. We will work together with you to help you make sound financial decisions and achieve your goals.

TIAA Financial Services

At TIAA in Philadelphia, PA, our team of wealth management advisors are dedicated to helping clients reach their financial goals. With lifetime income planning, retirement savings, and smart investing advice, we create plans tailored to each individual’s needs. Our experienced advisors provide sound guidance for financial well-being, so don’t hesitate to get in touch to book an appointment. For more information, contact TIAA Financial Services at 800-842-2010. 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.

James Koltes - UBS Financial Services Inc. A Global Financial Services Firm

UBS Financial Services, located on K Street N.W. in Washington, D.C. A branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including: Financial planning, retirement planning, estate planning. Investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries. With 39% of its employees working in the Americas. 38% in Switzerland, 16% in Europe. 7% in the Asia Pacific time zone.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach 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.

Retire Ready

At Retire Ready, we are focused on helping our clients achieve their financial goals. We are committed to providing modern, professional, and personable assistance to those seeking financial planning, retirement planning, annuity planning, 401k transfers, help with IRAs, and general financial advice. Our team of experts is dedicated to finding creative solutions and offering personalized services to make sure our clients have the best possible experience. Retire Ready takes pride in its reputation for excellent customer service. Our team is experienced and knowledgeable in their fields, and they strive to offer comprehensive and individualized solutions. We are here to answer any questions you may have and to provide the best support and advice. Contact us today for more information.

TIAA Financial Services

TIAA Financial Services in Salt Lake City, UT is dedicated to helping clients reach their financial goals. Our advisors provide assistance with lifelong income planning, retirement savings, and investment decisions. We strive to promote long-term financial wellbeing for our clients. Appointments with our advisors are available - just call (855) 200-0408 to get started. Our team of experienced wealth management advisors are here to ensure you have the resources you need to make sound financial decisions. With their help, you can confidently plan for your future and be sure you are on the right track.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.

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Jose Herrera - State Farm Insurance Agent

Jose Herrera - State Farm Insurance Agent is dedicated to providing the community with the best insurance options. Our mission is to offer comprehensive services for car, home, business, and life insurance. Our team of experienced professionals works hard to ensure that our customers have all the protection they need. We are licensed in VA, DC, and MD, and strive to provide clients with the best possible service. We take pride in our customer-oriented approach and focus on delivering personalized solutions tailored to their specific needs. Our team can help you find the perfect policy for your situation, whether it's auto, home, business, or life insurance. We also provide a range of other services, such as financial planning, retirement planning, and more. With our years of experience, we make sure that our clients get the highest quality coverage at the most competitive rates.

Allstate Insurance: Anthony Pomponio

As a Personal Financial Representative in New York, I understand the needs of local families in this community. I strive to provide an excellent service to help protect the most important things in life - family, home, car, and more. In addition to insurance, I can offer different products to address financial concerns like saving for college or retirement. I am dedicated to helping customers reach their short-term and long-term goals. I will assist in selecting the right products, explain investments such as mutual funds, annuities, life insurance, and college savings plans. I will review their insurance and financial needs as they change and answer any questions they have. I speak Spanish and Polish, so I am able to better serve the diverse population in the community. If you are looking for a quick, personalized insurance quote from Allstate Insurance: Anthony Pomponio, please contact my agency today! A great rate is just one phone call or click away.

Net Worth Advisory Group

We are Certified Financial Planners® and investment advisors who specialize in retirement planning and wealth management. We never earn commissions, but provide objective advice instead. Our focus is on helping people transition from the workplace into retirement, and making sure that those already retired have enough money to last them. Most of our clients are either very close to retirement or have already retired. We also help younger business owners find ways to save for their retirement. At Net Worth Advisory Group, we make sure that all our clients have a comprehensive financial plan, and then meet with each client every six months to ensure that it is up to date and that investments are performing well. As a NAPFA-registered fee-only advisory firm, we only offer advice that is in our clients' best interests, and not tainted by a desire to sell products that could pay us large commissions. It is important to note that anyone can call themselves a financial planner. However, only someone who has met the strict education, examination, experience and ethical requirements set by the CFP® board can become a Certified Financial Planner® (CFP®). Out of approximately 800,000 financial advisors in the US, only 55,000 have earned this designation. All of the advisors at Net Worth Advisory Group are either CFPs® or CFPs® in training.

Sapient CPA

-Client Accounting Services, -Bookkeeping,  Payroll -Tax Services -Asian Taxpayers Services -Financial Planning -Retirement Planning -Investment Planning -Cross Border Planning -Back Office Solutions -Startup Business Setup

Green Retirement

Green Retirement enables individuals to retire many years earlier, and with much less savings, by accurately calculating the positive financial benefit living a green lifestyle has on retirement savings needs.  The greener your lifestyle in retirement, the less you consume and spend , the less savings you need and the sooner you can retire. For example:  If you are a couple and retire with one car instead of two, eliminating a $600 per month expense, and you reduce your retirement housing expense by $500 per month, you can retire with $330,000 less in retirement savings.  Green Retirement gives you control over your saving needs and when you can retire. Traditional retirement planning uses a person's salary to calculate their retirement savings needs.  A formula that treats everyone equally, over-estimates your savings needs, forcing you to work years longer. Green Retirement is an affordable and accurate retirement planning alternative that benefits you and the planet.