Avanti Wealth Management - Pasquale Pisani

Personal Investment Management

Personal Investment Management (PIM) has been providing asset management and financial advice to individuals, families and related entities since 1984. Our mission is to provide our clients with the peace of mind that comes from knowing that their hard-earned assets are being professionally managed and that they are on the right track toward achieving their financial goals and realizing their life dreams. Our experienced team of professionals has over 35 years of expertise in the area of financial services, offering comprehensive solutions for all of our clients' needs. We use the latest technology and sophisticated investment strategies to make sure our clients’ investments are secure and are working for them. Our services cover everything from retirement planning, insurance, estate planning and more.

Fischer Law Firm, PC offering personalized legal guidance and reliable representation

Fischer Law Offices P.C. serves clients throughout the greater Houston area, offering personalized legal guidance and reliable representation. From divorce to child custody to alimony, adoption, and everything in between. The firm is well-equipped to handle a range of complex family law matters. When you turn to Fischer Law Offices P.C., you can rest assured that you'll be treated with care and compassion every step of the way. The firm's Katy family lawyer draws from his own experience with the divorce process in order to provide his clients. Their team is always available to assist you, offering flexible scheduling (including evening and weekend appointments) to suit your needs. When you call, you'll be connected directly with their attorney, not a paralegal. Call Fischer Law Offices P.C. today to schedule your initial consultation.

ACG Investment Management

ACG Investment Management LLC is a financial services provider committed to maximizing returns and safeguarding capital for its clients. Founded by Greg Silberman, the firm offers comprehensive investment advice, utilizing elements of behavioral finance to create a unique strategy that blends fundamentals, technicals, and sentiments. They serve a wide array of customers, from individuals to families to institutions, and all receive personalized guidance from an experienced team.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.

Investment Counseling Services

Investment Counseling Services, Inc., led by Terry Kingsbery, is an independent investment advice firm. We strive to provide our clients with the best fiduciary-driven and fee-only private investment advice and counsel while educating them on financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to financial security. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management, all without transaction fees, cancellation fees or commissions. At Investment Counseling Services we help you create the future you want. We develop detailed plans to meet your goals according to your risk tolerance and timeline. With our expertise and guidance, you can achieve financial success and peace of mind.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals realize the retirement of their dreams. We work with retirees or those set to retire within the next five to ten years who have a nest egg of at least 350k and are facing one or more of three typical issues: fear of running out of money or knowing when they can retire, frustration over losing hard-earned savings due to market volatility, or worries about rising taxes. Our experienced team provides personalized guidance and support to help you address these concerns and enjoy a secure and comfortable retirement. We specialize in clearly showing you how to make the most of your retirement savings and investments, while also protecting against losses and taxation. Reach out today to learn more about how we can serve you. 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.

Buckingham Investments

At Buckingham Investments, we have designed a method to help our clients learn about real estate investing and develop their personal financial goals. Our program offers a variety of tools and resources to enable our clients to make informed decisions about their investments. We provide guidance and information on local real estate markets, helping our clients find the best opportunities for investment. We create a personalized investment plan tailored to our clients' financial goals and lifestyle. We provide advice on the acquisition and analysis of properties, and offer support with financing and disposition when necessary. Our program is designed to enable our clients to maximize their investments, and make informed decisions based on their personal financial plan. We support our clients with expert knowledge and resources to help them manage their properties in a profitable and efficient manner.

BARNES Miami

Barnes Miami is an international luxury real estate company that has been helping customers with real estate projects in the Miami area for over 10 years. Our specialists are experienced, multi-lingual and multicultural, offering tailored advice to ensure you get the best out of your investment. Our property management service is on hand to provide assistance following acquisition. We cover the whole of the Miami region from Key Biscayne to Coral Gables and Miami Beach all the way to Fort Lauderdale. We're the only such company able to offer a seamless transition from abroad to Miami in terms of real estate projects. Our consultants are knowledgeable and experienced in the Miami area, and our team is Franco-American, multilingual and multicultural. With us, you can expect personalized guidance and support throughout the entire process, as well as access to our property management services after your purchase. We are committed to delivering the highest quality of service to our clients, ensuring that their projects in the Miami area are successful.

Soutwestern Investment Group

Since 2002, Soutwestern Investment Group has been dedicated to helping individuals plan their financial lives and accumulate wealth. Through an integrated, long-term approach, we provide sound money-management strategies and personalized guidance to help our clients reach their goals. We take the time to understand our clients’ entire financial picture and provide them with advice that is tailored to their specific needs.Our team of experienced professionals is committed to delivering the highest quality of service and expertise. We strive to create a personalized experience for each client and make sure that all our decisions are based on their individual objectives and timelines. We also take into account their current and future financial goals and create strategies that will ensure their success.

Lori Smith- Southern Nevada Realty & Property Management

Lori Smith- Southern Nevada Realty & Property Management is a full-service real estate brokerage firm offering residential, single and multi-family, luxury home sales, commercial buildings, offices, centers, and portfolio management. With a team of experienced professionals, they provide leasing services and full service property management, as well as residential and commercial sales and leasing. Furthermore, their broker is also a fully licensed financial advisor providing personal and business financial planning, insurance, retirement, investments, and management. The team at Lori Smith- Southern Nevada Realty & Property Management are dedicated to providing comprehensive real estate services for their clients. They strive to offer the best in customer service, providing reliable and knowledgeable guidance through every step of the process. With their expertise in the industry, they are able to provide tailored solutions to fit the individual needs of each client. Their commitment to excellence ensures that clients have a seamless experience when working with them.

Charles Schwab

Charles Schwab began a stock brokerage company with a core mission to provide a better way to manage wealth. For over 40 years, they have been dedicated to helping their clients achieve financial success through personalized financial advising, retirement planning, and expert investment research. They also offer complimentary workshops on topics from investing basics to more advanced trading strategies. Schwab provides a range of services, from wealth management to brokerage products. Their team of advisors are committed to providing customers with the best experience possible and offering them tools, advice, and guidance to help them make the most informed decisions about their financial future.

Bert Taddei - Keller Williams Realty Heritage

Bert Taddei is a real estate agent located in San Antonio, TX. His mission is to provide an outstanding experience to his clients by helping them purchase and market off-market and pre-listing homes at the best prices and terms. He strives to stand out above the competition through his expert marketing skills and superior service. At Bert Taddei - Keller Williams Realty Heritage, clients can expect to receive top-notch services from a highly-qualified team. The team works hard to ensure that home buyers and sellers are provided with the most up-to-date market information and resources to make the best decisions for their investments. They also provide clients with personalized attention and guidance throughout the entire process.

Erica Deuschle - Keller Williams Main Line

I am Erica Deuschle and I am the team leader of the #2 Team in Pennsylvania for 2019. I am also the owner and partner at Keller Williams Main Line which is located in Ardmore. I am incredibly grateful for this opportunity and privilege. My job involves working with my seller clients to help them through the listing process as efficiently as possible. My husband Dave and our team also work hard to help our buyers find their perfect home. I am passionate about what I do and thankful to be able to do it. Keller Williams Main Line provides a wide range of services to buyers and sellers in Ardmore and the surrounding areas. Our team takes pride in providing personalized guidance and advice to each and every one of our clients. We strive to make sure that each of our clients are taken care of and that they can trust us with their real estate needs. Our team works hard day in and day out to ensure that our clients get the best experience possible.

Job-Dox

At Job-Dox, we strive for simplicity in order to achieve remarkable results. Our software has undergone rigorous development alongside industry experts to create a straightforward yet customizable project management tool that can be utilized both at the office and in the field. We provide tailored support to help customers streamline workflows and present transparent results to their clients promptly. Automation can be used to increase productivity and reduce the possibility of errors or omissions. With Job-Dox, users can devote more time to providing excellent service and less time worrying about trivial tasks. Start your free trial today and get organized with Job-Dox! Our team is dedicated to providing an exceptional customer experience; we offer personalized guidance and resources to make project management easier. Our software is designed to optimize operational efficiency and simplify the process of tracking and sharing progress. Our intuitive interface makes it simple to monitor tasks and collaborate with colleagues. Additionally, we provide ongoing support to ensure that the customer's needs are met and their projects are completed on time and within budget. Take advantage of our flexible solutions and try Job-Dox for free.

Neighborhood Credit Union

Neighborhood Credit Union is the longest-standing credit union in the Dallas-Fort Worth region. We are dedicated to helping our members reach their financial objectives, whether short or long-term. As a non-profit organization, we are committed to giving back to our community, providing college scholarships, and offering financial literacy programs to our North Texas neighbors. At Neighborhood Credit Union, we have a variety of products and services to meet our customers' needs. Our team of professionals is dedicated to ensuring that our members get the most out of their experience with us, offering personalized advice and guidance to help them reach their financial goals. Additionally, our commitment to our community has resulted in meaningful investments and initiatives designed to improve the financial health and well-being of everyone in North Texas.