Edward Jones - Financial Advisor: Kathleen Stephens

Devon Financial Services

Devon Financial Services is committed to helping the Chicagoland community with a wide range of financial services. We specialize in providing customers with quick and easy access to Personal Loans, Installment Loans and Loans Near Me. Our team works hard to ensure our customers receive funds up to $2,500 with minimal effort. We strive to be a reliable and responsible source for our clients' financial needs. At Devon Financial Services, we understand that life can often be unpredictable, which is why we offer personal loans near me as well as installment loans near me. We provide our customers with the convenience of fast cash solutions to fit their needs. Our experienced team is dedicated to helping you find the best loan option for your specific scenario.

Swanson Financial Services

Swanson Financial Services is a retirement planning firm based in the Pacific Northwest, established in 1996. Our team of experienced financial advisors provide tailored solutions to meet the needs of those nearing or already in retirement. We take a holistic approach to financial planning, and operate with the fiduciary standard to ensure that our clients' best interests are always put first. Our services include wealth management and financial planning, with a focus on creating customized strategies that help clients achieve their personal goals. 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.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Tax Group of San Diego

Tax Group of San Diego has been in the business of providing high quality, cost-effective individual and corporate tax preparation and planning since 2010. Our team of Enrolled Agents possess a deep understanding of the tax field which allows us to provide our clients with comprehensive services such as tax planning, bookkeeping, tax managed investments, and business coaching. We work one-on-one with our clients to ensure that they receive the best possible service. Our accountants and financial advisors are well-informed on the latest tax and financial laws, allowing us to keep our clients up-to-date and knowledgeable. Our offices are located in Mission Valley and San Marcos, giving us coverage throughout San Diego County. Appointments can be scheduled through our website calendar or by phone. My name is Joe Vallone, EA. If you're looking for a tax and business professional, please don't hesitate to call me. I'm confident that I can be your go-to person for years to come.

Edward Jones - Financial Advisor: Luke Robertson

I'm a retired Navy veteran who learned from my father about the importance of compound interest. Saving and investing have been a part of my life for over two decades, and I believe that I do it pretty well. When people ask me when is the best time to invest, I answer with one word: Now! Of course, it is also important to consider your risk tolerance and time horizon when making financial decisions. When choosing a financial advisor, there are a few things to remember: I don't have any special tools that most advisors don't; it's important to be aware of the value of financial advice; it's essential to understand the cost of a financial advisor; and, perhaps most importantly, it's imperative to build a strong relationship so that it lasts. At Edward Jones - Financial Advisor: Luke Robertson, I work with clients like you. My goal is to help you understand the math, make smart decisions, protect your estate, and build a lifelong relationship. I believe that excellent communication, open relationships, and a positive attitude are essential for success.

Marquis Wealth Group

Cristinha Furtado, a financial advisor for over two decades, has been providing guidance to those going through life's transitions. She has seen how elderly parents often require help when their children are nearing retirement or are retired. From sudden medical issues to cognitive diseases like Alzheimer's and dementia, being able to provide financial strategies for families facing an elder-care crisis is her mission. Her goal is to optimize resources, reduce asset depletion and minimize risk. At the Marquis Wealth Group, Ms. Furtado is a professional in the field of elder-care finance, providing tailored plans that best suit each family's needs. With her help, families can access resources and handle complex situations with peace of mind knowing that their investments are secure. Her team is experienced in estate, inheritance, and retirement planning, which has enabled them to develop a comprehensive approach to financial planning.

Pandev Law Immigration Lawyer

Searching for immigration lawyer near me you are at the right place. Pandev Law's downtown New York immigration law office is located at One World Trade Center in Manhattan's Financial District. For the convenience of our clients who work downtown, our New York immigration lawyer is located in close proximity to many of New York's major financial institutions. Including the New York Stock Exchange and the Federal Reserve Bank of New York. Our NYC immigration lawyer office is easily accessible by subway, through the Fulton Center Station, and PATH trains, through the World Trade Center station. We are proud of our reputation as a go-to New York immigration law firm. Serving the City's large immigrant and international business communities.

Mathew Watt

As an investor, you have goals.  I understand these goals and also recognize that at serveral critical points throughout the life cycle of an individual, consulting a financial advisor can become a necessity.  To meet these constant demands, I offer several services that respond to clients' needs at each of those crucial times.  These services include: Retirement Planning College Expense Planning Estate Planning Long Term Care Insurance Group Benefits I customize my services to pursue each client's individual needs.  For more imformation or a no-cost consultation, please call me at 310-278-0339. Mathew Watt is a financial advisor with LPL and securities offered through LPL Financial.  Member FINRA/SIPC.  www.finra.org   www.sipc.org For a list of states in which I am registered to do business, please visit www.lpl.com/mathew.watt

Myannuityguy

At My Annuity Guy, our mission is to assist East Valley residents with their financial planning and provide them with honest and straightforward advice. We strive to understand your goals and aspirations in regards to your money, retirement, and lifestyle. We want to ensure that you have the loyalty of a financial advisor who will not take unnecessary risks with your money or be swayed by the latest trends. For those who are nearing retirement or are already retired, we provide assistance in finding the right annuity to grow your money securely and generate a lifetime income with minimal risk. We specialize in helping people with $250K or more in investable assets. Our team is committed to providing reliable guidance and support throughout the entire process.

Priam Chun - Edward Jones

I am passionate about helping people develop a solid financial plan that will help them secure a better work-life balance. After having worked in the food service industry for 18 years, I was not able to be there for my children as they were growing up. This is when I decided to change my career and pursue the field of financial advising. My journey of personal financial enlightenment inspired me to provide others with the same opportunities for financial freedom. To me, the key to a successful financial strategy is recognizing where you are, deciding where you want to go and working out how to get there. As your financial advisor, I will take the time to understand what is most important to you. We will then collaborate to create tailored solutions that will help you reach your goals and support you throughout your journey. If you are looking to invest in the long-term future and find a financial advisor to guide you through the process of investing, retirement planning, educational savings, estate planning or planning for the unexpected, reach out to me at Priam Chun - Edward Jones.

Stacy Burtin Mills - Edward Jones

I strive to build meaningful relationships with my clients, understanding their individual financial needs and offering tailored solutions. As a licensed financial advisor, I have access to valuable resources through Stacy Burtin Mills - Edward Jones which enable me to provide exceptional service. My areas of expertise include retirement planning, education funding, estate planning, investing inheritances, 401K, 403b, life insurance and long-term care planning. At Stacy Burtin Mills - Edward Jones, we are committed to delivering personalized plans that meet the goals and objectives of our clients. Our team is experienced in all aspects of financial planning and provides the highest quality of customer service. We strive to ensure that our clients’ financial future is secure and successful.

Perennial Financial Services

Perennial Financial Services is a specialist in total wealth management, believing that it takes an expert in all areas of financial planning to deliver the best results. We strive to foster long-term relationships with our clients, providing sound strategies for maintaining, protecting and transferring wealth from one generation to the next. Our team has the knowledge and expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica and Glendale, California. We are registered representatives with LPL Financial and securities offered through them. Investment advice is provided by Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives are authorized to discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IN, MD, ME, MI, MO, MT, NV, NJ, NM, NY, NC, OR, OK, PA, SC, SD, TX, UT, WA and WI.

Smedley Financial Services

Since 1982, Smedley Financial Services has been assisting their clients in managing life's transitions. Our mission is to make these changes as effortless and rewarding as possible. Whether you are nearing retirement and need guidance in making decisions regarding your pension and income, or just starting out on your financial journey, our team of professionals has the experience and knowledge to help you succeed. As an independent firm, we are able to provide you with tailored investment strategies that best fit your needs. Our investment management team is focused on creating portfolios that are diversified and optimized for time horizon and risk tolerance. Securities America Inc. and SIPC are the organizations through which we offer our securities. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Leah Nelson, and Jordan R. Hadfield are registered representatives of the firm. Advisory services are provided by Investment Advisor Representatives from Smedley Financial Services. Please visit FINRA's BrokerCheck website to check our background.

Stewardship

Investment, Insurance, Home Loan, and Real Estate  Advisors serving you with wisdom and love. As life progresses, we find ourselves looking to buy a house, weighing different insurance policies, and trying to build wealth for the future. Those things are tough to do correctly when we do not have the proper information. Unfortunately, everybody has seen the consequences of, or experienced themselves, poor financial decision without proper education and guidance: A mortgage with excessive fees or a rate that is not competitive; improper insurance coverage; terrible customer service; poor investment advice; paying too much taxes; just to name a few. These are all financial injustices, and they can easily flood into the rest of our life carrying relationships and marriages downstream with them. When I read about and witnessed these financial injustices, I felt sick. Even now, as I write this and think about these things, my stomach churns. It makes me angry, and I want to stop it wherever I can. It is that passion that is the driving force behind Stewardship.