Mitch Ruibal - LPL Financial

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.

Schutte Financial

Schutte Capital is an award-winning financial advisor and fiduciary offering custom wealth management planning and leading investments. Our accelerated returns fund has achieved top performance and continues to be a great investment option for individuals looking to enhance their financial portfolios. We understand the importance of properly allocating funds in order to accomplish your objectives and goals. We are committed to providing you with personalized advice based on your individual needs and circumstances. Our experienced team will work closely with you to develop a plan that is tailored to reduce taxes, protect assets and maximize income. We offer a wide selection of investments, along with ongoing monitoring and periodic reviews to make sure your portfolio is performing as expected and meeting your current financial needs. At Schutte Capital, we are dedicated to helping you navigate all of your financial decisions, while preserving and protecting your hard-earned money. Visit us at SchutteCapital.com to find out more about our services and how we can assist you with your wealth management needs.

Smith Financials

Smith Financials LLC provides high quality financial services and strategies for individuals and businesses across the United States. Led by Carlos D Smith, Smith Financials LLC offers a wide range of services that includes credit consulting, credit repair, business consulting, funding solutions, tax preparation, and loan services. The company has an extensive network of resources that help clients to maximize profits and reduce taxes. Moreover, the team at Smith Financials LLC is highly experienced in helping clients with start-up capital, refunds from the IRS, and other financial needs. At Smith Financials LLC, the team is dedicated to helping clients navigate the complex world of business and finance. They offer credit counseling, credit repair, business consulting, and funding solutions tailored to the individual client's needs. The company also assists with anticipation loans, mortgages, car loans, and more. Furthermore, Smith Financials LLC offers the best credit repair services in the industry to help clients improve their credit score and get approved for a new house or business loan.

Newground Social Investment

Newground Social Investment, SPC is a fee-only, independent Registered Investment Advisor that offers Socially & Responsible Investments (SRI) for individuals and not-for-profits nationwide. Newground is the first Social Purpose Corporation in Washington State and seeks to combine investment decisions with social concerns and personal or institutional values. They welcome new client inquiries. 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.

National Real Estate Management Group

National Real Estate Management Group is a comprehensive real estate services provider. We specialize in creating tailored investment strategies for our clients which prioritize their needs and the community. Our services include strategy development, property acquisition, construction management and renovation, and property management. Our team of experienced professionals has the skills needed to ensure successful outcomes for our clients.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.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

John M Plaza Investment Advisor

John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced team creates personalized strategies tailored to each individual's unique financial situation. We strive to develop long-term relationships that are built on trust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts. 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.

Wallace Investments

For over three decades, Wallace Investments has been a reliable source for clients looking to maximize their returns from 401k, IRA and other investment accounts. Our unique investment strategy has historically outperformed most hedge funds as reported by Barclays hedge fund report (2015). The first step for clients exploring our services is to complete our Financial Planning Questionnaire. This helps us identify the best ways to invest your money so you can get the highest return with the least risk. We take great pride in providing individualized financial planning services and asset management assistance to individuals and families. Our services are tailored to meet your specific needs, with a focus on income replacement, mortgage protection, college education funding, retirement planning, investments and asset management. We are committed to doing what is best for your financial future.

Diesslin Group

Diesslin Group, Inc. offers fee-only financial advice and wealth management to individuals, their families, small businesses, estates, trusts, endowments and foundations. Our goal is to provide our clients with objective and unbiased guidance without any incentives or commissions. As an independent and privately-owned firm, we prioritize customers’ needs and interests. We can assist in protecting and growing our clients' wealth, realizing their family values, creating portfolios tailored to their investment and income needs, and ultimately helping them reach their financial objectives. We can collaborate with existing professional advisors and employ a wide range of experts such as attorneys, accountants, pension administrators and insurance agents to deliver custom financial solutions.Our services include: - Financial planning and investment advice for individuals, couples and families- Business entities and Trusts- Small business owners- Charitable foundations and endowments

Renaissance Financial

At Renaissance Financial, our team is highly experienced in the money business, with a cumulative 900 years of knowledge and expertise. Our mission is to develop comprehensive financial strategies for individuals and businesses. We consider all aspects of our clients' lives and create tailored plans to meet their needs. Our cross-discipline team provides an integrated approach to get a holistic view of our clients' financial situation. Our services include investment strategies, retirement plans, estate planning, life insurance, disability insurance, long term care insurance, corporate financial services, group benefits, and more. We offer our clients access to customized strategies that are designed to meet their unique needs.

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.

Edelman Financial Engines

Due to the current situation, all of our branch offices are closed to pedestrians. However, those who need to reach one of our planners may do so by phone. Our Newport News office is only available by appointment and provides services to clients in the Peninsula area, including Williamsburg and Hampton. The Edelman Financial Engines Advisor Center in Newport News assists individuals in reaching their financial goals, from easy 401(k) rollovers to retirement paycheck services. Our team of experienced professionals can develop a tailored investment strategy for each individual to help them achieve their desired outcomes.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.

Foster Group

Foster Group has been devoted to providing its customers with exceptional care since 1989. With three generations of employees, this company is committed to maintaining strong relationships with their clients. Not only that, Foster Group’s fiduciary status and fee-only compensation model ensure that their customers’ best interests are always at the center of their service. They offer a full range of financial services, including investment management for individuals and institutions, designing qualified retirement plans, and advanced financial planning. Foster Group understands the importance of developing long-lasting relationships with their customers; so they strive to fulfill their promises and provide an unparalleled level of service.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.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.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.