Graystone Advisor

Graystone Advisor

Graystone Advisor provides comprehensive financial planning services for couples who need help managing their company stock, such as Incentive Stock Options (ISOs), NQSOs, RSUs, ESPP, and 401k plans. We offer our services on a fee-only basis. 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.

Paulo Financial Advisors

Paulo Financial Advisors (PFA) is a professional fiduciary investment advisor offering a variety of financial planning services for individuals, families and business owners. Our mission is to ensure our clients' financial well-being by creating customised financial plans tailored to their unique needs and goals. We strive to provide unbiased advice with no commissions or other financial incentives from product providers. Based in Staten Island, New York, our experienced team has been providing quality service since 2004 and proudly serves clients nationwide.We offer a range of services including Wealth Management, Retirement Planning, Estate Planning and Insurance Reviews. Our advisors take a hands-on approach to understand each individual's situation and create the best financial plan for them. We are dedicated to helping our clients achieve their financial dreams.

DSA Financial Group

DSA Financial Group offers comprehensive financial planning services for individuals and families to help them establish a secure future. Our wealth management experts assist in retirement planning, estate planning and other investments to help you reach your goals. We also provide tailored retirement plans for small businesses. Our team has a deep understanding of the needs of our clients and are committed to providing them with the best possible financial advice. We strive to ensure that our clients are able to make informed decisions about their finances and investments so that they can live comfortably and securely in their later years. 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.

South Loop CPA Services

South Loop CPA Services is a leader in providing top-notch accounting services to customers in Chicago, IL. We offer a comprehensive array of financial planning services for both personal and business clients. Our team of experienced advisors specializes in giving sound investment advice that is tailored to each customer's individual needs. We are committed to helping our clients make smart decisions about their finances, so they can reach their goals. 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.

Orion Capital Management

Orion Capital Management is a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our team of experienced professionals provides comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs and objectives. With a commitment to excellence and integrity, we strive to build long-term relationships with our clients, ensuring their investments are managed with the highest level of care and attention.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.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.

Jougies Event Planning

Jougies Event Planning offers top-notch event planning services for weddings. They specialize in making your dream wedding come true while keeping it within your budget! Covering NJ, NY, PA, CT and beyond, the Jougies Event Planning Team will create a unique wedding experience that reflects your style and personality. To get started, simply book a 30-60-minute complimentary consultation with them – by phone, Skype, or in person. The goal is to make this process enjoyable, and to ensure you and your family and friends have the best day possible. Jougies will act as your representative, managing all vendors and the timeline to make sure that everything promised is fulfilled. Jougies Event Planning has a package to suit any budget. For busy couples who don't have time for the details, they offer a comprehensive package from the engagement up until the honeymoon. This includes full wedding planning, invitations, a wedding website, RSVPs, decorations, DJ, limo and design.

Fit & Fab Weddings

Fit & Fab Weddings specialize in providing day-of and partial planning services for couples who initially attempt to manage the planning process themselves but require assistance. We also offer full planning services. Our mission is to help reduce stress and anxiety in the lead up to the wedding day. Our team of experienced wedding planners are on hand to provide tailored services to fit into the couple's world. We help couples create a wonderful, memorable day that is nothing short of fabulous.

XNE Financial Advising

XNE Financial Advising, LLC is a certified Minority-owned Business Enterprise that provides tax preparation and financial planning services to individuals and small businesses. This company is recognized by U.S. Black Chambers, Inc. and National Minority Supplier Development Council. Our mission is to help customers to achieve their financial goals. We are experienced in areas such as tax filing of current and back taxes, creating profit and loss statements with QuickBooks and Microsoft Excel for businesses, and providing 12-month Budgetary Plans and Tax and Debt Analysis services for individuals and couples. We strive to provide the most professional and reliable services that meet our clients' needs.

Orfin & Associates

Orfin & Associates offers financial planning services for individuals of all ages throughout Troy, MI and the surrounding area. They specialize in setting financial objectives, preparing for retirement, and providing a variety of other financial planning services.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.

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Sterling Heights Financial Group

Sterling Heights Financial Group specializes in providing financial planning services to healthcare professionals, business owners, and teachers in Greater Pittsburgh. Our mission is to provide comprehensive planning for retirement, investments, insurance, and budgeting. We believe in educating our clients and make ourselves available for questions and phone consultations any day of the week. Moreover, we strive to make the process as convenient as possible by offering visits to clients' homes, workplaces, or local restaurants. 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.

Austin First Financial

At Austin First Financial, we are committed to helping you achieve your financial goals in an honest and straightforward manner. We have been designated as the Best Investment Firm in Austin in 2019 through Austin American Statesman and Austin 360's Best of the Best competition, and have recently been selected as a 2020 Five Star Wealth Manager by Fortune magazine. Our team of experienced professionals can help you plan for your future with retirement planning, estate planning, and financial planning services. With our help, you can be confident that you will be on the path to a secure future. 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.

oXYGen Financial

At oXYGen Financial, our mission is to provide comprehensive financial planning services and help you manage your cash flow, insurance, wealth management, taxes, retirement, and estate plan. We can assist small businesses too and, most importantly, we want you to feel at ease with your finances. Our team of experts are dedicated to providing superior service and insights that are tailored to your individual needs. We strive to create personalized strategies and solutions to ensure you have peace of mind about your financial situation. Our process is comprehensive and includes comprehensive analysis of your assets and liabilities, as well as strategies for risk management and wealth building.