Shane Lupo - Northwestern Mutual

Trent LaMonica Financial Advisor

At Trent LaMonica Financial Advisor, our mission is to help you create a customized financial strategy that meets your current and future goals. We understand everyone's situation is unique and offers individualized solutions that can include college funding, retirement planning, cost management for long-term care, and lifetime income strategies. Our team of experienced advisors can provide the expertise and knowledge necessary to develop a financial plan tailored to your needs. We strive to provide the best advice and products, so you can make informed decisions that will benefit you and your family in the long run.

Financial Strategies of Amelia

Financial Strategies of Amelia offers a holistic approach to financial planning. My goal is to ensure that all aspects of your life and wealth are working together to help you reach your objectives. Although I don't manage every aspect of your finances, I do take it into account when making plans. This ensures that the plan is dynamic and changes as your life and goals evolve. We will consider various elements of your financial health, including but not limited to: financial planning, retirement planning, cash flow management, investment management, long-term care, life insurance, annuities, gifting. For those who wish, I also offer fee-only planning. This involves sitting down with you to come up with a plan which you then execute. This option is ideal if you don't currently hold any assets, but want to have a plan which grows with you. It is also useful if your assets are held elsewhere, but you want to make sure they are working towards your long-term financial vision. Everything starts with a conversation. Get in touch today to discuss how Financial Strategies of Amelia can help you achieve your goals.

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

Stewart Solutions helps clients achieve their money goals related to: Debt, Investing, Retirement, Budgeting, Establish an emergency fund, Tax Planning and Tax Preparation, Estate Planning, Life insurance, Small Business consulting, and more! Get a new perspective on money and change the way you view your finances. Learn how to win with money and build wealth. Stewart Solutions creates a financial plan tailored to you and your life. Schedule your FREE consultation today!

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Silvers Financial Services

At Silvers Financial Services, we provide an extensive range of financial solutions including insurance, tax and accounting services. We understand the importance of combining these different areas to create a comprehensive financial plan tailored to the needs of our clients and their families. 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.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Zachary Banas - Commonwealth Financial Group

I believe that trust, clarity, teamwork, and relationship building are the essential elements for success in financial planning. My goal is to educate clients about their financial options and help them make sound decisions that will lead to a successful future. I provide comprehensive and holistic strategies tailored to each individual's needs so that they can understand and confidently implement their plan.I work with Commonwealth Financial Group, a Boston-based firm that has been providing quality financial and insurance products since 1857. As part of this team, I have access to large corporate resources with a personalized touch. Zachary Banas - Commonwealth Financial Group provides the best possible solutions that are unbiased and tailored to each client’s unique situation.

Dougall Conradie LLC

At Dougall Conradie LLC, we specialize in providing tax and accounting solutions for business owners as well as individuals. Our goal is to ensure that your taxes are done correctly and that we provide strategic tax planning to reduce your taxes in the future. Additionally, we collaborate with other financial advisors, such as ROI Financial, to create comprehensive financial plans tailored to the needs of our clients. Our team has an extensive background in business and financial services, making us the perfect choice for your tax and accounting 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.

James Financial Service

James Financial Services, a Virginia Beach CPA firm, has been providing quality accounting services to clients in the area for over 35 years. Our main focus is helping our clients save money by offering sound financial advice and strategies that will bring them greater performance and cost savings. We begin by getting to know each of our clients and understanding their financial goals. After this initial assessment, we carry out a thorough analysis to determine how best to help them achieve their goals. This includes providing warnings against any financial investments that could be detrimental to their future. We construct a comprehensive plan tailored to their needs, so they can be confident that their financial objectives are on track year after year. Furthermore, we offer a guarantee on our work. Should any mistakes be made, we will pay any associated penalties and interest, giving our clients the peace of mind that they are getting the most value out of their financial resources.

Gowin Wealth Financial

Mark Gowin is an experienced financial planner with 24 years of experience, striving to help clients protect themselves and their families from financial uncertainties. He specializes in creating financial strategies for individuals, businesses, and families to ensure a secure future. His mission is to provide a safe and prosperous financial future for his clients. Gowin Wealth Financial offers a variety of services such as protection for families, education funding for children, retirement plans, and business growth strategies. With a team of experienced professionals, Mark Gowin will work with you to develop a financial plan tailored to your needs and goals. Contact Gowin Wealth Financial today to start reaching your financial objectives.

Investrust

At InvesTrust, we pride ourselves on our commitment to providing our clients with the highest level of service and expertise when it comes to managing, preserving and growing their wealth. With our steadfast professionalism, ethics and expertise, our clients can trust that their investments are in good hands. We offer unique financial plans tailored to each individual, ensuring that their expectations will always be exceeded. Our team of experts have been providing reliable services since 1998, giving our clients the peace of mind and stability they need. Our goal is to create a strong financial foundation for them by protecting their wealth from any trends or gimmicks. We are dedicated to delivering the highest quality of service and assurance that our clients need and deserve.