Knox Financial
Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs.
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.
Related Merchants
Knox Financial
Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs. 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.
Orion Capital Management
Orion Capital Management is a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our team of experienced professionals provides comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs and objectives. With a commitment to excellence and integrity, we strive to build long-term relationships with our clients, ensuring their investments are managed with the highest level of care and attention.
Ambassador Wealth Management
Finding the right financial advisor is a vital step for achieving success in life's transitions. Ambassador Wealth Management is a holistic financial planning firm that provides tailored services and advice to affluent clients. We understand the importance of developing an individualized plan that meets our clients’ needs and goals, as well as monitoring and adapting that plan to changing market conditions and life events. Our team of experienced advisors works with clients to create a comprehensive strategy that best suits their lifestyle, while also helping to implement and manage their investments. 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.
Indy Wealth Planning Group
For three decades, Bryan Richardson has been helping Retirees and Pre-Retirees make the right financial decisions for their retirement. He is the President of Indy Wealth Planning Group and specializes in the distribution phase of his clients' financial lives by providing them with strategies that provide security, consistency, and predictability in their retirement, regardless of stock market volatility. When crafting a retirement plan, it is imperative to ensure that all investments, accounts, income plans, risk plans, and social security work together. His main priority is to create a risk plan that will protect against market corrections but also capture most of the upside of the market. This type of risk management and attention to accounts is usually only accessible to the affluent. Bryan graduated from Brebeuf High School, Manchester College and participates in ongoing studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management. He is licensed for securities (Series 6 and 63) as well as life health and disability insurance in several states. Bryan has been married for over two decades and has five children and one grandchild. He leads an active lifestyle and enjoys golf, swimming, and running. He attends Light Of The World Christian Church.
Cartwright Partners
We work with closely held businesses, their owners and affluent individuals to minimize their taxes and plan for their financial future. Cartwright Partners is a nationally licensed tax professional , accounting and business consulting firm located in Walnut Creek, CA.
Echelon Wealth Strategies
At Echelon Wealth Strategies, our mission is to help affluent individuals and families, closely-held business owners, and those looking to retire develop tax-efficient retirement strategies. We understand that no single strategy works for everyone, so we provide personalized attention to each client to ensure their financial goals and objectives are met in the most tax-effective way possible. Our experienced team specializes in developing tailored strategies that meet the needs of entrepreneurs. We take a proactive approach to assist with planning, execution, and follow-up to ensure successful outcomes. With our help, you can feel confident that your retirement plan will be in good shape.