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Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

SFBay Financial

At SFBay Financial, we are committed to meeting your financial needs in the most efficient manner possible. Through our comprehensive suite of services and advantageous partnerships with other financial institutions, our firm is well-equipped to provide personalized solutions for any and all business requirements. We offer a range of services that are tailored to each client’s individual needs, including bookkeeping, payroll, accounting, financial services, controller services, billpay, quickbooks, financial controls, custom financial systems, CFO services, business plans, burnrate analysis, breakeven forecasts, budgets, cash flow plans, business development and monthly financial reporting. Our team of experts is dedicated to providing you with the highest level of support and service.

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

Financial Essentials

Financial Essentials is a financial advisor providing services for individuals, families, and businesses. We strive to provide our clients with the best investment advice and support possible. Our team of experienced financial advisors are committed to helping you reach your goals and make smart financial decisions. We provide a range of services, from retirement planning to wealth management, to ensure you make the most of your money. With our fiduciary model, we strive to provide unbiased and objective advice that is tailored to your specific needs. At Financial Essentials, we are dedicated to helping you make the most out of your finances. Our advisors are knowledgeable in a range of financial areas, providing comprehensive services such as investment advice, estate planning, and tax preparation. We'll work with you to create a unique plan that best meets your current and future needs. We also offer comprehensive investment advice, helping you make the right decisions when it comes to investing. Whether you're looking for guidance on a single purchase or help managing your entire portfolio, our team is here to help.

Venture Financial Group

Venture Financial Group provides tailored business services to help clients reach their goals. Through our advisory services, we provide business planning, best practices, income strategies, tax efficiency analysis, succession planning, and fringe benefit planning. Our maintenance services include tax preparation, payroll, and accounting/bookkeeping. Our continued support services are packaged together and include business and personal tax returns, tax meetings, quarterly accounting, and unlimited phone calls and support. We strive to provide our customers with quality service and value to ensure their satisfaction.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.

Todd Nitsche - COUNTRY Financial representative

As a COUNTRY Financial® representative, Todd Nitsche is dedicated to providing financial security and stability to people individuals. He works with his clients to identify their needs, and then provides insurance and financial products and services to help protect what matters now and plan for a successful future. His team of experts works hard to ensure that each client receives the best possible service, tailoring solutions to meet their individual needs. From life insurance to retirement planning, Todd Nitsche and his COUNTRY Financial® team are dedicated to helping customers reach their financial goals. They offer a range of options to fit any lifestyle, from investments to banking services to long-term planning. Their experience and expertise provide customers with the peace of mind that they are getting the best advice and support when it comes to their financial future.

Financial Wellness Coaching

Financial Wellness Coaching provides strategic financial organizing support for personal and/or small business finances, as well as emotional and spiritual empowerment. Our mission is to help our clients develop positive self-regard by connecting their financial decisions to their values and goals. We believe that money is a reflection of our values and the coaching relationship we offer provides clarity, accountability, and life lessons to help people live their best lives. Our team provides a range of services to help our clients achieve their financial objectives. We offer practical advice and support to help them create and maintain a budget, pay down debt, increase their savings, and manage their investments. We also provide emotional and spiritual support to help clients manage their finances with greater confidence and success. We strive to empower our clients to make informed decisions and take control of their financial future.

Efros Financial

Efros Financial provides bookkeeping services for businesses of all sizes and stages. Our mission is to help entrepreneurs focus on the growth of their enterprise without having to worry about bookkeeping. We are QuickBooks® Certified ProAdvisors in all 50 states, and our team of diligent and qualified bookkeepers is based in the US. Our customer support is highly praised – just read our reviews! With Efros Financial, you can rest assured that your bookkeeping needs are in good hands. 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.