Monica Haven, EA, JD, LLM

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

Carbon Advisors

Carbon Wealth Advisors is a Houston-based financial services company providing tailored advice and assistance to individuals, families, and businesses. Their services include personal financial planning, wealth strategy development, and investment-grade advice. With their expertise, they aim to help clients achieve their goals and maximize their wealth potential. They provide comprehensive solutions to assist in the execution of their clients’ financial objectives. Carbon Wealth Advisors is dedicated to helping clients make sound decisions and secure their financial future. 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.

Edelman Financial Engines

Our Edelman Financial Engines Advisor Center in San Antonio is temporarily closed to all pedestrian traffic. However, our planners are still available for contact by telephone. We provide personalized investment plans and specialized services such as Easy 401(k) Rollover and Retirement Paycheck to those living in the Texas Hill Country, including San Antonio, New Braunfels and Boerne. At Edelman Financial Engines, we believe that everyone deserves access to sound financial advice and assistance. Our team of expert advisors are dedicated to helping clients reach their financial goals and secure their future. With our years of experience and commitment to customer service, you can trust us to provide the best advice and guidance.

Monica Haven, EA, JD, LLM

My mother once had difficulty describing exactly what it is that I do. She was catching up with an old friend over the phone and proudly reported on my sister's job as a physical therapist. She detailed her job responsibilities, the therapies she offers, her hours, and even her supervisor's name. Then came the inevitable follow-up question: "And what does Monica do?" My mother stumbled for a moment before responding with a half-hearted, "She's a finan..." That moment has always stayed with me and I've often thought of designing a business card that simply reads "Monica Haven, Finan..." In truth, I offer a wide variety of services. Tax preparation, planning, teaching, writing, estate planning, and elder-care are just a few of the many services I provide. So, in a nutshell, my job is to listen and then offer solutions. To put it more accurately, I'm Monica Haven, EA, JD, LLM - your one-stop source for financial advice and assistance.

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.

Levotman & Kaufman, CPA's

Levotman & Kaufman, CPA's are an acclaimed accounting firm that provides a wide range of services for different businesses and individuals. We strive to be more than just accountants - aiming to be genuine business advisors that our clients can trust. Our experience and team are tailored to meet the needs of each client, from small businesses to charitable organizations to individuals with complex requirements. We strive to go above and beyond in providing exceptional service to our clients, no matter how big or small their business is. Our services include financial advice and assistance, compliance guidance, tax planning, and more. Our team is up-to-date on the latest laws, regulations, and trends to ensure that our clients get the most complete and accurate advice. With Levotman & Kaufman, CPA's, you can be sure that your finances are in safe hands.

Steven Lang - The Legal Hawk

Steven Lang - The Legal Hawk is a Lanham, MD based legal firm providing services to individuals facing debt and financial difficulties. We offer knowledgeable advice and assistance in resolving debt and bankruptcy issues, helping you to regain financial stability. Contact us today to learn more about how we can help protect you from relentless debt collectors and return you to a secure financial future.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.

Kelley & Mullis Wealth Management

At Kelley & Mullis Wealth Management, we strive to provide our clients with the best financial advice and assistance. Our team of experienced professionals is dedicated to helping you achieve your financial goals and objectives. We are proud to offer a wide range of services including college planning, retirement planning, accounting, and legal services. With our close network of trusted partners, we ensure that our clients have access to the most comprehensive solutions.We believe in building relationships with our clients and providing personalized service that helps them make sound decisions. We take the time to understand your unique financial situation and develop strategies that work for you. We strive to be the go-to resource for all your financial needs and look forward to working with you.