Thomas E Weisenfels - Wealth Management Advisor at Merrill Lynch

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. 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.

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Concierge Wealth Management

Concierge Wealth Management is Your Financial Concierge - a boutique firm dedicated to serving the needs of families and individuals looking for unbiased, holistic financial planning advice. The majority of our clients come from the Boston area, but with the use of phone and video conferencing technology, we have a network of clients all across the country. We help you Plan, Prosper and Empower. Our objective is to be Your Financial Concierge by figuring out what is truly important in your life. We understand money as a tool to help you achieve your goals. We are dedicated to joining you in this journey. We provide our customers with a personal Wealth Concierge to create a personal financial and investment plan tailored to their objectives. This is what we call the Plan, Prosper, Empower approach. If you would like to contact us, please make use of the Schedule Meeting or Become a Client section on our website. Securities and Advisory services are provided through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Goodwater Wealth Managment Group of Raymond James

Goodwater Wealth Management Group of Raymond James is an innovative financial planning organization that focuses on expanding, protecting, and transferring wealth while providing clients with a local professional they can meet and discuss their finances with. Offering investment planning, insurance planning, estate planning, and retirement planning, Goodwater provides three Certified Financial Planners(TM) to help clients with their financial goals. With a dedicated team of experienced professionals, Goodwater Wealth Management Group of Raymond James takes pride in helping individuals and families reach their short-term and long-term 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.

Brein Wealth Management

Brein Wealth Management is a Registered Investment Advisory firm providing services throughout the Seattle region and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need help starting to save for retirement, or want to ensure your current savings are sufficient for retirement and will be passed on to your beneficiaries without incurring extra taxes, we can help. Our approach is based on education and we offer a wide variety of products, including Life Insurance, Annuities, and Actively Managed Institutional Investment Strategies. Unlike some traditional brokerage firms, we act as a Fiduciary for our clients; this means we always prioritize your interests before ours. The Financial Services Industry has been allowing people down for a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their customers’ funds. Brein Wealth Management is here to change that. Get in touch today to begin your journey towards financial success.

MSMF Wealth Management

At MSMF Wealth Management, we are dedicated to helping you create the life you've always dreamed of. Our approach is to understand your objectives and concerns so that we can offer guidance and wisdom. With our financial knowledge and expertise, we can provide you with a valuable relationship to help guide you through all of life's changes. We provide comprehensive service such as financial planning, investment advice, retirement planning, insurance advice, estate planning and business consultation to clients all over the country. Our team of advisors and associates are committed to providing you with personalized solutions tailored to your specific 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.

Legacy Wealth Management Group of Las Vegas

Legacy Wealth Management Group of Las Vegas is a comprehensive financial planning and wealth management business. Our strategies are based on rigorous research from Nobel prize-winning academics and scientists. We have a personal approach to tailoring investment and insurance solutions to the individual needs of our clients. We strive to get to know each of our customers and understand their saving habits, experiences and philosophies, so that we can best advise them and ensure their investments are in their best interests. Our team of experienced professionals are here to assist families, professionals and business owners in building and protecting their wealth.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.

Millennial Wealth Management

Millennial Wealth Management is a leading financial planning firm that offers virtual services to the Millennial Generation and their families in Broomfield, Boulder, and the Denver Metro Area. Whether you are looking for help with student loan repayment, life insurance, debt management or retirement planning, our experienced team is here to help. We can manage your investment portfolio using Exchange Traded Funds and offer retirement plan services for businesses. Our financial advisors are dedicated to providing you with personal attention and understanding of your current financial situation, as well as helping you achieve your future goals. With Millennial Wealth Management, you can be sure that you are receiving the best advice and guidance necessary to make sound financial decisions. Reach out to us today to learn more about how we can help you.