Shane Lupo - Northwestern Mutual
Shane Lupo of Northwestern Mutual helps clients create financial plans that are tailored to their individual goals, both immediate and long-term. By understanding what's important to the client, he can create a plan that not only secures their financial future but also ensures they are making progress on achieving their life goals.
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.
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Financial Strategies of Amelia
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Jeffers & Company
Jeffers & Company is an accounting firm located in Plainfield, Indiana that provides services for both businesses and individuals. Our experienced professionals are here to help clients save money, prepare for tax season, and build a financial plan tailored to their needs and goals. We offer a wide range of services, from tax preparation and consulting to investment advice and QuickBooks setup and training. We also provide payroll processing and regular business financial statements. Business owners can rely on us to set up an efficient bookkeeping system and ensure employee payments are made in a timely manner.Julie Jeffers, the firm's founder, is licensed as an Investment Advisor Representative and can provide guidance to clients on retirement planning and other financial decisions. We are committed to providing quality services to our clients. With 19 years of experience, we have the knowledge and tools to help you succeed. Contact us today to learn more about how we can help you manage your finances.
Barber Financial Group - North Kansas City
At Barber Financial Group - North Kansas City, we strive to create trusting and lasting relationships with our clients and their families. We work hard to develop customized financial plans tailored to each individual's goals and circumstances. Our team is dedicated to finding simple solutions to complex financial issues so that our clients feel secure, confident, and in control of their finances.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.
Stewart Solutions
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Kelly Financial Services
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