David A Gray, CFP

Melanie: Independent Financial Services

Melanie Independent Financial Services provides families and businesses with a foundation of financial stability through life insurance, auto insurance and home insurance, as well as an array of additional financial services such as referrals for senior healthcare and home security systems. 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.

Benefit & Financial Strategies all manner of financial planning, investment services

Founded in 1988, Benefit & Financial Strategies, located in Flagstaff, AZ, has been helping area residents plan for their financial futures. Our services has expanded to include all manner of financial planning, investment services and retirement services. Our full-service firm even offers insurance and employee benefit options. With clients throughout Arizona, and across the county, our reach is far and our customer service is superior. Services we provide include: Retirement Investing Fee-Based Planning College Planning 401k, 403b, 457. Employee Benefit Plans Health, Vision, & Dental Insurance Long-Term Care Medicare Supplement . With greater financial growth comes increased complexity. Whether you're financially established or are just starting out and have a few questions, we can help.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial 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.

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.

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.

Independent For Life Financial Services

Independent For Life Financial Services is a full-service financial organization that offers solutions such as 401k Rollovers, Personal and Business Planning, Estate/Legacy Planning and Distribution, and HiPAA Compliant services. Our team of certified professionals have over 50 years of combined experience in the industry and work with many of the most highly rated carriers in the market. The services Independent For Life Financial Services offers include free consultations, next-day funding, e-commerce, in-store, on-the-go, virtual terminals, non-profit gifting, recurring billing, email invoicing, ATM services, and management systems for inventory, employee, and customer service.

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.

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.

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Mudra Tax Services

Mudra Tax Services provides comprehensive tax services for individuals and businesses. Our experienced and certified tax professionals provide financial planning services as well as payroll services for business clients. We also offer seasonal discounts for early filing, as well as group discounts for employees. Our team of tax professionals is comprised of hard-working women to ensure that all of our clients receive the best possible service. We are committed to providing efficient and accurate tax returns, answering questions promptly, and offering tax planning advice. We also offer a variety of options for filing, including email or in-person meetings. Hila, one of our clients, gave us 5 stars and said that we are thorough, reliable, and helpful.

Kevin Kautzmann, CFP - EBNY Financial LLC

At EBNY Financial LLC, we provide securities and advisory services through SagePoint Financial. We offer fee-based and commission-based financial planning services with a CFP®: Certified Financial Planner™. EBNY Insurance Services, Inc. is an independent brokerage that offers a range of insurance plans. Our team of experts works with major and regional insurance carriers to create custom plans tailored to each individual's needs. We have extensive experience in creating corporate, individual and scholastic plans, and can find the best rates on the market.

XNE Financial Advising

XNE Financial Advising, LLC is a certified Minority-owned Business Enterprise that provides tax preparation and financial planning services to individuals and small businesses. This company is recognized by U.S. Black Chambers, Inc. and National Minority Supplier Development Council. Our mission is to help customers to achieve their financial goals. We are experienced in areas such as tax filing of current and back taxes, creating profit and loss statements with QuickBooks and Microsoft Excel for businesses, and providing 12-month Budgetary Plans and Tax and Debt Analysis services for individuals and couples. We strive to provide the most professional and reliable services that meet our clients' needs.

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.

Financial Sense Wealth Management

At Financial Sense Wealth Management, we have been providing asset management and educational resources for over 20 years. We strive to help our investors build and preserve their wealth by offering independent and individualized advice as fiduciaries. Our comprehensive financial planning services include retirement, executive compensation structures, and business owner solutions. Additionally, we provide market commentary with articles and podcasts to give our clients the knowledge they need to make wise investing decisions. 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.