World Financial Group

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

Lifetime Wealth Planning and Management

Fee-Only Planner Financial Planner National Harbor, Maryland and Alexandria, Virginia Retirement Planning Estate Planning Investments Tax Planning NAPFA Member Financial Advising

Stefan Financial And Management

Stefan Financial and Management LLC provides a blueprint for business excellence. Our global expertise ensures that our insights and strategies are adapted to the different business cultures in both the United States and the European Union, helping you succeed wherever you operate. When it comes to financial management, we offer a precision-driven approach that centers on data mastery. We can transform raw data into actionable insights, helping you gain a comprehensive view of your financial landscape. We also specialize in crafting financial statements that meet the standards set by GAAP, IFRS, and EU regulations. Accounting excellence is also taken care of by our team, from bookkeeping to intricate tax preparation. Our financial planning insights can also help you navigate the investment world with confidence. Our business management solutions are tailored to your needs. We can provide strategic planning and profit maximization through savvy managerial accounting. Our logistical solutions ensure that your products are always ready to be shipped, whether it's on a global or local scale. We also offer digital marketing brilliance. Our brand craftsmanship can help carve out a niche in a bustling market. Our visual storytelling makes sure that our designs are not just aesthetically pleasing but also resonate and engage with customers. Our UI/UX design is both sleek and functional, creating digital platforms that users love.

All Faith Financial Services the financial services and estate planning profession

Mr. Rick Love has been in involved in the financial services and estate planning profession since 1996. He is a Certified Senior Advisor. Furthermore, Rick has been listed by the Society of Senior Market Professionals as one of the Top Professionals in the Senior Market. In addition, he is a member of the Million Dollar Round Table, one of the premier designations in the financial service industry. They are also listed in the Christian Blue Pages as an approved Christian business. Mr. Love is uniquely qualified to help folks of all ages with their Life Insurance, Medical Insurance, Annuities, Long-Term Care Insurance. We work with guarantees not risky speculation.

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

Thornton Law Firm LLP A Wide Range Of Litigation, Business Law And Financial Planning Services

Thornton & Naumes is a law firm that provides a wide range of litigation, business law and financial planning services and solutions. It specializes in the areas of resolving disputes and business and legal solutions. The firm offers various legal services that include Pharmaceutical drug and medical device litigation, toxic tort. Environmental litigation, and construction and jobsite accidents. It also provides a variety of other services in additional areas that include: Products liability and personal injury, mesothelioma and asbestos claims, childhood lead poisoning, Federal employers liability, workers' compensation and whistleblower litigation. It also offers law-related assistance for automobile, truck and bus accidents.

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

S&w Accounting Associates

We Specialize in Taxes, planning, reduction and or elimination. We provide our clients with the best knowledge, skillset and aptitude on how to work within the IRS tax codes that produces the best results. Business and personal accounting, financial  planning and management. Consulting and back office support that eliminates debt, increases productivity, and allows individuals or corporations to move forward in a positive manner. Most businesses fail, due to poor or improper planning.  This is a result of not having key components in place before starting or running a business an owner with a vision and an accounting department that best knows how to analyze their strengths and weaknesses in order to achieve their goals. We have over 40 years in financial management services with a Infosys in tax preparation planning, reduction and or elimination. This wealth of knowledge allows S&W the ability to provide our clients with the best advice, skill, and resources in all phases of business operation.  This further enables our clients to grow their businesses properly over the course of years while maintaining their market position and legal obligations.

Houston Wealth Management

Houston Wealth Management is an independent financial planning and investment firm located in Houston, TX. Our mission is to provide successful individuals, families, small business owners, and non-profits with comprehensive financial planning, retirement planning, college planning, estate planning, risk and insurance planning, and investment and tax planning services without the hassle of sales commissions. We also offer investment and asset management services, as well as situation-based financial analysis and consulting services that are tailored to the needs of our clients. We strive to provide superior advice and services to our clients so they can achieve 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.

Libertas Wealth Management Group

At Libertas Wealth Management Group in Columbus, OH, experienced financial advisors help clients plan for the future and protect what matters most. As a fiduciary advisory firm, they always act in the best interest of their clients, and because they are fee-only registered investment advisors, they do not earn sales commissions. The team at Libertas Wealth Management Group provides comprehensive financial planning and portfolio management services, offering sound investment advice to build a secure financial foundation. Their skilled advisors offer advice tailored to each individual client’s needs and situation, making sure that their clients have the best possible outcome.

American Wealth Management Company

Overview: Benjamin Franklin understood that life is not about accumulating money, but achieving the joy in life that comes from pursuing your passions. Being successful financially can help you do that. We at American Wealth Management will help you take a disciplined approach to decisions about your money and your financial life so that your dreams can become reality. We understand that your situation is unique and that you require solutions tailored to your specific situation. American Wealth Management offers you a customized, creative approach with expert advice to help you reach your goals. We will help you get organized, set goals and develop strategies to achieve them. American Wealth Management is an independent financial planning and investment firm. We are not influenced by proprietary investments, so we are in just one business, acting in our client's best interests. Because we work on a fee bases, we do not have the conflicts of interest that can arise in other models of compensation.

Singer Wealth Management

Singer Wealth Management is a dedicated financial planning and wealth management firm that provides women with the tools and resources needed to grow and preserve their wealth in the long run. Our team of experts takes a personalized approach to create tailored plans that prioritize honesty, transparency and reliable guidance. We are committed to helping our clients reach their financial goals. 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.

American Mutual Group providing quality services and solutions in insurance buying and financial planning

Whether you simply have questions about an insurance policy or need counsel on which service is best for you, American Mutual Group is your go-to service provider for all your financial service and insurance needs. Located in Honolulu, HI, they proudly offer their services and solutions to the residents of Oahu. With over 30 years of experience, this one-of-a-kind business strives to improve the quality of life for Hawaiian residents. The quality associates at American Mutual Group want to meet your needs. Offering service in life, auto, homeowners, disability, and business insurance. To call and speak with one of the trusted advisors, call (808) 522-8650. You can also reach out to them by visiting the website.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t