Phillip and Associates A New York City CPA Firm

Ringold Financial Management Services

Ringold Financial Management Services is a full-service accounting firm staffed by experienced Certified Public Accountants (CPAs). Our CPAs provide tax, auditing, bookkeeping, and compliance services that assist our clients in achieving their financial goals. As a QuickBooks ProAdvisor, we are also able to provide QuickBooks training and help our clients set up accounting systems that make their financial operations more efficient. We have provided outstanding results for our private and public sector clients, helping them save millions of dollars. 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.

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.

Davie Financial Services

At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs. Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.

Chicago Financial Services

Chicago Financial Services, Inc. (CFS) was founded in 1990 and headquartered in West Town area of Chicago, IL. We are dedicated to providing individuals with residential mortgage services, including the purchase and refinancing of Condos and COOPs in IL, IN, MI, MO, WA, and WI. Our commitment to offering a superior service is what sets us apart from other lenders, as all aspects of the process are managed internally. At CFS we pride ourselves on delivering an exceptional experience for our clients, with transparent communication and speedy turn times. Our small size allows us to provide tailored solutions and an overall better service to our customers.

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.

Magnificent$ Financial Services

Magnificent$ Financial Services is a rapidly expanding credit repair business in Houston, Texas. It is duly licensed and bonded by the state and strives to help individuals in maintaining their financial standing, restoring their credit reputation and giving them the opportunity to become debt-free. They provide assistance by educating them on money management and the fundamentals of debt creation. This company boasts a team of experienced professionals who are dedicated to providing a quality service to their clients. They take the time to understand their customers' needs and develop tailored solutions to help them attain their goals. Additionally, they also offer one-on-one consultations to better assist in managing finances and building a successful financial future.

Haste Financial Services

At Haste Financial Services, we believe in helping businesses grow and reach their goals. We provide comprehensive services tailored to our clients’ individual and business needs, including tax preparation and strategic tax planning. Our bookkeeping, accounting, catch-up, cleanup and system integration services are also available. Additionally, we offer advisory, planning, audits, strategy and financial feasibilities. Moreover, we provide payroll management for our customers. Our team is committed to providing the best possible service to ensure our customers’ financial success. 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.

Rocket Financial Services

Rocket Financial Services is a leading credit repair company in DFW. We offer a Money-Back Guarantee, and have won the award for Best Credit Repair Company in DFW. Our goal is to help you rebuild your credit score and give you the freedom and flexibility that comes with great credit. Our experts use a three-step system to ensure success: we first repair the items that are keeping your score low, then add guaranteed approval lines of credit to increase your score, and finally provide you with the knowledge and tools to manage your credit for life. With our 5-Star ratings across all platforms, you can trust us to help you reach your credit goals. Get in touch today for your free consultation and credit improvement blueprint.

Shauna Financial Service

At Shauna Financial Service, our goal is to provide top-notch credit repair and excellent customer service at an outstanding price to help those with credit difficulties restore their credit and create a strong foundation on which they can reach their financial objectives. We also offer Notary Service: If you cannot make it to a Notary office in time, we can come to you. Our service includes a private consultation, contacting creditors on your behalf, sending back and forth documents, and more. We have been trained in the latest laws, regulations, and credit reporting practices. We also know which items on your report have the biggest influence on your score. Having a low credit score can stop you from getting the things you want. But do you know that a low credit score can affect more than just financing? Make the best choice for your future. Contact us today and let our expertise save you time, money, and frustration.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

Perennial Financial Services

Perennial Financial Services is a specialist in total wealth management, believing that it takes an expert in all areas of financial planning to deliver the best results. We strive to foster long-term relationships with our clients, providing sound strategies for maintaining, protecting and transferring wealth from one generation to the next. Our team has the knowledge and expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica and Glendale, California. We are registered representatives with LPL Financial and securities offered through them. Investment advice is provided by Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives are authorized to discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IN, MD, ME, MI, MO, MT, NV, NJ, NM, NY, NC, OR, OK, PA, SC, SD, TX, UT, WA and WI.

Lakeside Financial Services Real Estate & Mortgage Lending

At Lakeside Financial Services Real Estate & Mortgage Lending, we specialize in all areas of financial services. Our team is experienced in providing Real Estate, Mortgage Loans, Tax Preparation, and Credit Solutions tailored to our clients' individual needs. We understand the importance of having a reliable tax preparation process that gets you the maximum refund you are entitled to. That is why our Tax Preparation Services are available year-round, unlike most tax preparers who are only available during certain months. You will be working with a live tax preparer who is knowledgeable in current tax law. We strive to make the tax filing process as painless and hassle-free as possible. In addition to our tax services, we also help clients find the best Real Estate and Mortgage Products to suit their current financial standing and future goals. We serve clients in Los Angeles and the surrounding areas. At Lakeside Financial Services Real Estate & Mortgage Lending, we are committed to providing comprehensive financial solutions to our clients. With our expertise and dedication, you can rest assured knowing your finances are in good hands.

KPC Financial Services

KPC Financial Services was founded in 1992 with a unique vision: to provide clients with a comprehensive range of financial services and traditional accounting services. We strive to work closely with our clients to help them make money, manage their businesses, and become more profitable. Rather than simply being “bean counters”, we aim to act as part of our clients’ business management team, taking the time to understand their needs. We offer advice and guidance on business development and profitability consulting for small businesses, along with accounting and tax services for individuals, trusts, and estates. We also provide financial planning services for both individuals and businesses. Our goal is to make sure that our clients don’t have to put all their time into working in their business, but instead have someone they can talk to and use as a sounding board for ideas. We strive to provide them with the support they need to organize and grow their companies.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.