Wilsey Asset Management

WilliamsonRhoades Investment Strategies

Byron Williamson and Tim Rhoades, of WilliamsonRhoades Investment Strategies and Institutional Capital Resources, are dedicated to providing Retirement Planning and Investment Planning services to clients in Johnston, IA and the surrounding areas. Their mission is to help clients gain a better understanding of financial concepts, such as insurance, investing, retirement, estate planning, and wealth preservation, while also providing fast and easy access to market performance and data. The team’s experienced professionals can provide personalized advice to ensure that clients reach their financial goals.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.

Raquel Refuerzo

Raquel Refuerzo is an experienced real estate agent who provides dedicated guidance to customers of all levels. With her background in marketing, customer service, and property investment strategy, she offers invaluable assistance throughout the entire process. She has been in the industry since 2010 and is highly praised by those she works with. Raquel knows that the real estate world can be stressful and makes sure to be available for any questions or concerns that may arise. She has an advanced understanding of Houston's neighborhoods and amenities, taking the time to match families with the perfect properties and identify motivated buyers. Plus, as a Certified Negotiation Expert and Accredited Buyer's Representative, Raquel is capable of negotiating effectively to get the results her clients are looking for. Whether you're a first-timer, relocating, downsizing, or investing, Raquel Refuerzo is the perfect choice for you. She is committed to providing a pleasant experience for her customers and ensuring each of them get the best outcome possible.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Norseman Advisory Group

Norseman Advisory Group, Inc. is a state-registered investment advisory firm located in Virginia, providing services to those living in Newport News, Hampton Roads, Williamsburg, Richmond, Virginia Beach, and the surrounding areas. We specialize in pre- and retirement solutions, wealth and asset management, insurance and long-term care, empowering women for retirement, social security maximization, tax-efficient strategies, IRA & 401(K) rollovers, and legacy planning. Our mission is to help our clients reach their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged to prioritize our clients' interests and offer them transparent and open solutions. We offer a free initial consultation to discuss your current situation and decide if our collaboration would be beneficial for both parties. We don't work for any particular money manager or insurance company - we work for you. Taking pride in our commitment to put our best foot forward, we strive to provide the highest quality services.

Donegal Mutual Insurance Company

Overview: Our Strategy We employ a multi-faceted strategy that includes prudent organic and acquisition growth, conservative underwriting, pricing discipline, superior technological capabilities, efficient operations and conservative investing. This strategy allows us to achieve our longstanding goal to outperform the property and casualty insurance industry in terms of service and profitability. Our Insurance Products We're committed to consistently delivering excellent insurance coverage and competitive prices. Service: We provide an outstanding combination of price and product, often providing qualified customers added insurance protection that is either not offered by other insurance companies or only available at an additional charge. Claims Service We understand the importance of delivering outstanding claims service. That's why we focus on handling claims efficiently and fairly. When you choose us to provide your insurance coverage, you're counting on us to be there when it matters most. Donegal Insurance Group & the Independent Agent The Donegal Insurance Group fully supports the independent agency system, because we believe you should have the power of choice. Independent agents are familiar with a wide array of insurance companies and their products.

DLA & Company

Are you looking for an independent, full-service financial planning firm to help you achieve your financial goals? At our firm, we understand the importance of personal service and trust when it comes to guiding our clients to the right investment strategies for their distinctive financial goals. We offer a wide range of services, from individual, family and business financial planning to investment management, retirement planning, and more. Whether you’re an individual or a business owner, our experienced professionals will create a personalized plan to help you reach your financial objectives. At our firm, we believe that a relationship built on trust is the foundation for success. That’s why we strive to provide top-notch service that meets your personal financial needs. We’ll work with you to develop solutions that meet your unique lifestyle, budget and circumstance. If you’re ready to start planning for your future, contact us today! Our team of experienced financial advisors is here to help you make the right moves for your current and long-term financial goals.

Charles Schwab

Chuck Schwab wanted to create a different kind of stock brokerage company, one based on a set of core values and beliefs with a focus on wealth management rather than profits and losses. Over the past 40+ years, this commitment to clients has led to Schwab creating innovative products and services that put their needs first. At Schwab Lone Tree, we offer a full range of wealth management services. We have personalized financial advisors who are prepared to help with retirement planning, as well as provide guidance and insight on the latest investment strategies. With complimentary workshops available, we can educate clients on anything from investing basics to more complex trading methods. It is important to remember that our brokerage products are not FDIC insured, do not come with any bank guarantees, and may lose value.

Andrew Clyne, LUTCF - Aggregate Wealth Management

A fee-based financial advisor can help you plan for the future and manage your retirement income. They have the necessary expertise to guide you through the financial planning process, helping you make informed decisions about your money. This can range from investment strategies and long-term goals to portfolio management. They can also help you stay on track with deadlines and paperwork, providing peace of mind throughout the entire planning process. The right advisor can be instrumental in helping you achieve your long-term financial goals and prepare for retirement. They can provide assistance in understanding complex financial products, providing advice that is tailored to your individual circumstances. With a fee-based financial advisor by your side, you can make sure that your investments are able to generate steady returns and that your retirement will be comfortable. A fee-based financial advisor is an invaluable resource to help you navigate the often confusing world of financial planning and retirement income planning. They are experts in the industry and can provide advice that is tailored to your individual needs. Don't go it alone – find the right advisor today and get the help you need to get on track for a secure financial future.