Schwarz Financial Services LLC

New Stage Investment Group®

At New Stage Investment Group®, we strive to put our clients first. We offer a variety of options that give our clients the flexibility to choose the best fit for their needs and circumstances, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our team of professionals is dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination, pensions and IRA investments, insurance, long-term care and tax-related investments. 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.

Schwarz Financial Services LLC

Schwarz Financial Services LLC is a registered investment firm offering comprehensive, fee-based, discretionary management services. The company provides services such as tax preparation and planning, financial planning and business planning to clients. The focus of their services is on helping clients make the most of their investments with thoughtful and strategic planning. 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.

RL Paler Investment Advisors

RL Paler Investment Advisors, LLC is committed to providing the best possible wealth management solutions for high-net-worth families. We understand the importance of avoiding any potential conflicts of interest that come with working with Wall Street firms. Our performance-based fee-based money management services are tailored to meet the needs of our select clients. Our team is highly experienced in a range of services, including individual and trust accounts, individual retirement planning, corporate accounts, corporate retirement plans, and foundations. We go above and beyond to ensure that your investments are managed with the utmost care and attention.

Sulzberger Capital Advisors

Sulzberger Capital Advisors is a fee-based investment management company offering services to both US and international clients. We are registered with the State of Florida and specialize in developing tailored investment solutions that meet our clients' long-term financial and retirement 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.

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Nexus Wealth Advisors

Nexus Wealth Advisors is a financial services firm dedicated to helping people live their best lives by providing clarity, coordination, transparency and exceptional care around preserving and growing wealth. We provide comprehensive “financial life guidance” and fee-only investment management solutions to help alleviate the stress of money and the future. Additionally, we offer tailored, value-aligned or socially responsible investment options to meet our clients' needs. Our team is committed to helping clients achieve their long-term financial goals and make the most of their money. 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.

Fordham Financial Services, Inc

Fordham Financial Services, Inc. is a full-service financial services company that specializes in helping individuals, families, and businesses manage their finances. We offer a range of services to meet our clients' needs, including retirement planning, insurance (term, long-term care, health, and universal life), safe money strategies, fee-based investment advisory, estate planning, tax preparation/planning, and education planning. Our goal is to guide our clients through the complex financial world and provide them with the information and resources they need to make sound decisions for their future. 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.

Darilek Investment Group

Darilek Investment Group specializes in providing personalized financial guidance and services, including investment portfolios of stocks, bonds, and mutual funds; fee-based investment accounts; retirement planning services; asset allocation strategies; tax-free Texas municipal bonds; insurance and annuity products; and referrals to CPAs and estate planning attorneys. 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.

Andrew Clyne, LUTCF - Aggregate Wealth Management

A fee-based financial advisor can help you plan for the future and manage your retirement income. They have the necessary expertise to guide you through the financial planning process, helping you make informed decisions about your money. This can range from investment strategies and long-term goals to portfolio management. They can also help you stay on track with deadlines and paperwork, providing peace of mind throughout the entire planning process. The right advisor can be instrumental in helping you achieve your long-term financial goals and prepare for retirement. They can provide assistance in understanding complex financial products, providing advice that is tailored to your individual circumstances. With a fee-based financial advisor by your side, you can make sure that your investments are able to generate steady returns and that your retirement will be comfortable. A fee-based financial advisor is an invaluable resource to help you navigate the often confusing world of financial planning and retirement income planning. They are experts in the industry and can provide advice that is tailored to your individual needs. Don't go it alone – find the right advisor today and get the help you need to get on track for a secure financial future.

HomeShield Property Management

At HomeShield Property Management, we specialize in the management of single family homes, condos and townhomes along the San Diego coast and in Central San Diego. Areas covered include La Jolla, Coronado, Downtown San Diego, Bay Park, Mission Hills, North Park, South Park, Uptown Area, Mission Valley, Clairemont and other communities located close to the 5 Freeway. Our goal is to increase our clients' profits, reduce owner liability and give them back their time. We are a local San Diego-based property management company that strives to change the industry one happy homeowner and tenant at a time. We offer full-service property management services across San Diego County for residential homes, condos and two- to four-unit properties. Our passion is to watch our clients succeed, place tenants in great homes and help others through our Giving Back to local charities business model. Furthermore, we use the latest and greatest technology in the property management industry to add value to our clients and tenants. Our five guarantees: 28 Day Lease Guarantee, Cancel Anytime Guarantee, Eviction Protection Guarantee, Pet Protection Guarantee and Communication Guarantee, make it easy for owners to work with us. Call us today to discuss your investment property goals.

Pacific Coast Wealth Management

Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.

Wilsey Asset Management

At Wilsey Asset Management, our mission is to provide clients with attractive returns on their investments through a prudent and common sense strategy. Our founder and President, Brent Wilsey, has over 30 years of investing experience and applies the age-old technique of buying low and selling high when making decisions based on financial statements. We don't allow emotions to get in the way and stick to our motto of "No Emotions, Just Results". All investment decisions are made by Brent and his money is invested in the same way as yours - without any sales commissions, but only an advisory fee based on account value. 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.

Wiser Wealth Management

Wiser Wealth Management is an independent fee-only investment advisory firm based in Marietta, Georgia. As a fiduciary, we put our clients' interests first and do not receive commissions or sell any financial products. Our mission is to provide portfolio management, financial planning, investment management and small business retirement plans. We also collaborate with trusted business partners to provide our clients with estate planning, tax preparation and business legal services. Our team of experienced professionals is dedicated to providing outstanding service and advice to ensure our clients reach their financial goals. 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.

Oasis Wealth Planning Advisors

At Oasis Wealth Planning Advisors, our mission is to act as objective consultants and provide solid advice and peace of mind for our clients. We are fee only, meaning we do not receive commissions or sell products. We offer our services to clients in Nashville, Brentwood, Franklin and beyond. Our team of expert advisors offer comprehensive financial planning services including retirement planning, income tax consulting, investment advice and management, estate planning, insurance, executive compensation and business succession planning. We take pride in our academic-based investment management that is tailored to each client’s individual goals.