JAG Financial Group

Long Term Financial Services

At Long Term Financial Services, we understand how important it is to have the right tax advice. Our team of IRS-accredited professionals have been providing tax preparation and small business bookkeeping services for over a decade, ensuring clients receive the best legal advice available. We are dedicated to providing our clients with quality service, helping them make sound financial decisions. We take pride in our experience and expertise when it comes to preparing taxes and managing bookkeeping for small businesses. Our team of professionals is knowledgeable and committed to offering the highest quality of service possible. We strive to build relationships with our clients and assist them in any way we can.

Telos Financial

Telos Financial is a Michigan-based financial advisory firm, founded by Dennis LaVoy, CFP®, CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, Millennials, Generation Xers, young professionals, and their families. By utilizing his experience, knowledge, and expertise, LaVoy helps these clients to reach their financial goals. Telos Financial also serves clients across the country, from Ann Arbor to Detroit. Telos Financial offers a comprehensive range of services, including financial advice, wealth management, and related services. The company's mission is to provide customized solutions that are tailored to individual needs, allowing clients to make the most of their assets while minimizing risks. Additionally, the team at Telos Financial has the expertise and experience to handle any financial challenge. They strive to help their clients make sound financial decisions and achieve long-term financial success.

Zing Credit Union

We are committed to enriching the communities of Denver, Adams, and Arapahoe Counties. We strive to provide financial opportunity through our banking services, such as loans, investments, checking, savings, and financial education. We believe that providing access to these resources can improve the financial health of our local communities. Our goal is to offer a suite of products and services that are tailored to the needs of each individual, so that they can reach their financial goals and build a better future. Through our banking services, we strive to provide access to financial opportunities that help individuals and businesses succeed. We want to offer sound solutions to support people in achieving greater financial security. At the same time, we are dedicated to educating our customers about financial literacy and providing resources for long-term financial success. We seek to empower our customers to make informed decisions about their finances and to develop healthy habits that will last a lifetime. We are passionate about supporting the growth and prosperity of our local communities by providing access to financial opportunity. We look forward to working with our customers to make this a reality.

PERL Mortgage- Santa Monica

At PERL Mortgage- Santa Monica, we understand how important it is to have the right loan for your unique needs. With our full-service lending capabilities, we can provide a range of loan products including Conforming, Jumbo, Portfolio, FHA, VA and New Health Professional Programs. We strive to offer the best rates and programs to help you get the most out of your mortgage. Our team of experts will work with you to ensure that you get the right loan and will be there to support you through the entire process. We want to build a lasting relationship with you. Our in-house operations make it easy for us to provide quick decisions on loan information throughout the lending process, leading to a smoother and faster closing process. With PERL Mortgage- Santa Monica, you can expect your loan to close in a matter of days. PERL Mortgage has been providing Chicago's mortgage industry with quality services since 1994 and has since expanded nationwide. We are committed to helping you achieve your long-term financial success.

Johnson Financial Group

Johnson Financial Group is a family-owned and privately-held financial services company based in Wisconsin. It offers a range of banking, wealth and insurance solutions, as well as trust, estate and fiduciary services, with a total value of $5 billion. The principal owners are part of the Samuel C. Johnson family, with Helen Johnson-Leipold serving as Chairman.The company provides traditional banking services, along with insurance and trust services for individuals and businesses. Johnson Financial Group is dedicated to providing clients with tailored services that meet their specific needs and goals. They have a team of experienced professionals who are committed to helping their customers achieve long-term financial success.

Edward Jones - Financial Advisor: Zlati Matushev

At Edward Jones - Financial Advisor: Zlati Matushev, we provide comprehensive financial services including investment securities, mutual funds, and stock and bond brokers. We are committed to helping our clients with their retirement planning and financial planning needs. Our team of experts offers annuities and retirement insurance plans, as well as investment management and advisory services. We also specialize in financing consultants, pension and profit sharing plans, and stock and bond transfer agents. With our professional guidance, you can ensure that your finances are secure and your future is bright. Our experienced staff is here to help you navigate the complicated world of financial planning. We understand the importance of finding the right investments for each individual client and strive to offer the best service possible. Our team is dedicated to providing comprehensive advice and customized solutions so that you can make the best decisions for your long-term financial success.

Phillips Financial Strategies - Capitol Hill

Phillips Financial Strategies is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

The Amend Team - NEO Home Loans

The Amend Team at NEO Home Loans is dedicated to helping people who prioritize value realize their dreams of building wealth through homeownership. We are committed to ensuring our clients have a transparent and well-communicated mortgage process, leaving them informed and empowered to make the best possible decisions for their financial future. Our goal is to ensure everyone has the knowledge and resources required to successfully navigate the mortgage process. Our team is passionate about providing exceptional customer service to help our clients achieve long-term financial success. We take the time to understand our clients' individual needs while professionally managing their transactions. We believe in the power of homeownership and strive to provide the best service and support throughout their journey.