Mazzella Estate & Asset Management

Cross Border Wealth Registered Investment Advisory Firm

Cross Border Wealth is a U.S.-based Registered Investment Advisory firm. Born out of the necessity for a new class of investment advisor, one with greater global perspective. While most financial firms work primarily within the United States, Our philosophy of diversification and a cosmopolitan mindset compel us to think and invest differently. Our commitment to international families in the U.S. and abroad includes globally-oriented Americans, expatriates and foreign nationals. We believe in building lasting client relationships based on trust earned through wise counsel, investment results, clear and candid communication. We are independent, attentive, and free from conflicts of interest. We serve as your advocate, unfailingly focused on your best interests.

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.

Deacon & Deacon Insurance Agency locally owned, independent employee benefits, insurance, and investment consulting firm

Deacon & Deacon Insurance Agency is a locally owned, independent employee benefits, insurance, and investment consulting firm. Our only purpose is to help you align your financial goals through a thorough analysis of your situation, and to assist you. As independent professionals, we have partnered with highly rated companies and will work with you to find a viable solution to your needs. Call us today for: Insurance Plans for Employer Groups, Individuals, Families, Self-Employed Employee Benefits Health Insurance Life Insurance (Term, Whole Life, Universal Life, etc.) Long Term Care Insurance Disability Income Insurance Retirement Plans 401K rollovers IRAs Business Succession Planning, Key Person Life Insurance Planning, Buy-Sell Agreements.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.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.

Reliant Investment Management

Reliant Investment Management is an independent financial advisory firm offering tailored portfolio management services to governmental, institutional, and individual clients. They act as fiduciaries and risk managers for their clients, and prioritize communication, service, and accountability in each of their relationships. Their core asset-based investment strategies focus on capital preservation, liquidity, income, and risk-adjusted returns.The team at Reliant Investment Management employs rigorous research practices to construct high-quality portfolios using individual securities, and time-proven investment strategies. They prioritize transparency with their clients, and strive to create personalized, long-term relationships built on trust and integrity.

Harris & Associates

Harris & Associates is an independent investment advisory firm with specialties in personal finances, investment management, executive benefits and estate planning. Since 1992, we have been privileged to provide our clients with sound advice and exceptional strategies to help them achieve their financial goals. Harris & Associates specializes in: * Comprehensive Financial Planning * Retirement & Investment Advice * Fee-Based Portfolio Management * Estate Planning * Business Advisory & Executive Benefits Consulting We have a culture that is grounded in ethics and are focused on delivering a fiduciary standard of service to all our clients. When you work with Harris & Associates, you will always get our best advice, free from the conflicts of interest.

REAP Financial

REAP Financial is an independent investment advisory firm specializing in retirement income planning. Our mission is to help our clients achieve their desired retirement goals by developing strategies that maximize growth opportunities while preserving their assets. Our experienced team offers a range of services, from portfolio management and estate & tax strategies, to life insurance, long term care and annuities. We strive to ensure our clients have the resources they need to enjoy their golden years to the fullest. 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.

Hamrick Investment Counsel, LLC

Hamrick Investment Counsel is a Seattle-based, independent investment advisory firm. We specialize in managing investment portfolios for foundations, nonprofit organizations and individuals. Our team of experienced professionals works with our clients to provide tailored solutions that meet 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.