Baratz & Associates PA

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.

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.

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.

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.

Julie M Young - Financial Services Professional

Julie M Young is a Financial Services Professional specializing in Retirement Planning Strategies. As a Licensed Agent, she offers Life Insurance, Disability Insurance, Long-Term Care Insurance and Annuities to provide protection for families, individuals and business owners. 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.

Koss Olinger

Koss Olinger Financial Group is an advisory firm established in 1969. They provide wealth management services such as estate and retirement planning, business and tax planning, and asset and risk management solutions. They partner with other companies to provide their clients with professional financial planning services, as well as offering expertise in investment planning and business issues. Additionally, they provide assistance with tax topics. Koss Olinger is a member of FINRA/SIPC and is SEC registered. Koss Olinger Financial Group has a team of experienced advisors who are committed to helping people reach their financial goals. They offer comprehensive services that are tailored to their clients’ unique needs and provide a wide range of solutions that are designed to optimize their client’s financial outcomes. They strive to provide the highest level of service and have a team of knowledgeable professionals to assist their clients in achieving their objectives.

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.

Empower Wealth

Empower Wealth is an award-winning advisory firm offering professional property, mortgage broking and financial planning services. We are dedicated to helping our clients achieve their goals by providing tailored advice and assistance in buying their first home, arranging the right home loan, developing an effective wealth strategy and learning more about property. Based in Melbourne, our services extend across Australia. Our team of experienced advisors are qualified and passionate about helping individuals and families reach their financial objectives. With a full range of integrated services, we are able to offer our clients comprehensive advice and support to ensure they succeed in achieving their long-term investment goals.

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.

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.

Simonet Financial Group

At Simonet Financial Group, we are committed to helping our clients realize their financial goals. Our team of experts offers holistic financial planning services that integrate proven strategies, modern technology, and personalized service. We specialize in retirement planning, cash flow and risk management, business exit and succession strategies, and investment strategies tailored to the needs of highly compensated employees and high net worth families. We also coordinate with outside professionals to ensure a comprehensive financial plan. By taking a comprehensive approach to financial planning and utilizing the latest tools, we work with our clients to create and achieve their unique financial goals. 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.

Sterling Heights Financial Group

Sterling Heights Financial Group specializes in providing financial planning services to healthcare professionals, business owners, and teachers in Greater Pittsburgh. Our mission is to provide comprehensive planning for retirement, investments, insurance, and budgeting. We believe in educating our clients and make ourselves available for questions and phone consultations any day of the week. Moreover, we strive to make the process as convenient as possible by offering visits to clients' homes, workplaces, or local restaurants. 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.

Austin First Financial

At Austin First Financial, we are committed to helping you achieve your financial goals in an honest and straightforward manner. We have been designated as the Best Investment Firm in Austin in 2019 through Austin American Statesman and Austin 360's Best of the Best competition, and have recently been selected as a 2020 Five Star Wealth Manager by Fortune magazine. Our team of experienced professionals can help you plan for your future with retirement planning, estate planning, and financial planning services. With our help, you can be confident that you will be on the path to a secure future. 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.