Value Investment Professionals

Tax & Investment Advisory Services

Tax & Investment Advisory Services is a financial planning business providing assistance to young professionals and families in Annapolis and the surrounding area since 1996. Our mission is to help our clients plan for their future, by helping them budget, preparing for retirement, providing employee benefits and insurance planning, investment planning and money management, education planning, and estate and tax planning. We strive to give our clients peace of mind with year-in and year-out support, enabling them to make the most of their financial opportunities. Our experienced team is dedicated to providing the best quality service and tailored advice to ensure that our clients are able to make informed decisions about their finances.

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.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Comprehensive Advisor

Comprehensive Advisor is a financial services firm based in California providing retirement, legacy, investment management, life insurance, and long-term care planning. They offer professional advice to help clients reach their financial goals. Their team of experienced advisors provide personalized strategies tailored to each individual’s needs. Investment advisory services are offered through AE Wealth Management, LLC (AEWM). Comprehensive Advisor and AEWM are not affiliated companies. C.A. Financial & Insurance Services #6000262. 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.

Value Investment Professionals

Value Investment Professionals (VIP) is a financial service provider that assists individuals, families, non-profit organizations and institutional investors. Our team of experienced professionals provide comprehensive investment advisory, financial planning, and estate planning services. We focus on rigorous analysis, understanding our customers' portfolios and minimizing the costs of investments. Our fees are based solely on assets under management and not from sales commissions from transactions. We maintain our independence by selecting from a wide variety of sources for the best investments for our clients. Our level of customer service and expertise is highly regarded compared to other firms. 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.

EagleBank

EagleBank is an established and respected community business bank, with 18 branches located throughout Maryland, Northern Virginia, and Washington D.C. We are committed to providing exemplary customer service and customized financial solutions to our local business customers. Our comprehensive range of products and services includes business loans and lines of credit, commercial mortgages and construction financing, small business lending, treasury management services, residential real estate lending, personal deposits and loans, online and mobile banking, Eagle Insurance Services, investment advisory services, and non-profit banking. We strive to be the go-to source for all of our customers' financial needs. With our experienced team of banking professionals, we are dedicated to delivering individualized and informed customer care. 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.

Wise Choices Financial

Wise Choices Financial is an independent insurance agency in Kansas City. We offer a wide selection of insurance products from various companies to ensure you get the best coverage. Our experienced team can help you navigate the complexities of Medicare and create security for your family should anything happen to you or your spouse. Get in touch with us today to request a quote or schedule a consultation. At Wise Choices Financial, we specialize in Insurance and Financial Solutions. We have clients throughout central Missouri and are familiar with the local insurance industry. Our goal is to provide our customers with risk management and cost-effective plans that are tailored to their individual needs, plus financial advice to help them make informed decisions. We strive to develop long-term relationships with our customers based on trust, quality service, and clear communication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. The Debt Free Destination Plan™ and the Medicare Whisperer services are outside business activities and are not offered or supervised by AE Wealth Management, LLC.

Ailsa Capital

Ailsa Capital offers comprehensive financial advisory services tailored to each client's individual needs. We specialize in strategic wealth management, retirement projections and social security strategies, investment portfolio management, insurance (life and capital insurance), estate planning and tax strategy, education savings plans, and legacy and donation strategies. Our team of experienced professionals will work with you to ensure that your financial goals are met.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.