Artesys

Artesys

For the past three decades, financial professionals have worked with Artesys® to provide managed account solutions to individual investors and those in qualified retirement plans. Through this platform, client recruitment, investment management and customer service are all streamlined, allowing advisors to focus on helping their clients achieve their goals. Regular updates and quarterly communications are provided to ensure advisors have access to the necessary information, while objective advice is available to help guide their decisions. Artesys® provides a comprehensive solution that helps advisors and their clients succeed. 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.

Apple

For over half a century, Apple Investment Company has been helping people from all walks of life with their asset and wealth management needs. Our experienced financial advisors provide personalized services to help our clients reach their financial goals, from retirement planning to reducing tax liabilities. We strive to build strong relationships with our clients, so they can trust us as their reliable financial advisors. We offer a wide range of services to meet our clients' individual needs. Our team of experts are dedicated to providing comprehensive solutions, from portfolio management to tax-efficient investing. We are here to support you in achieving your financial objectives. Contact us online or by phone to arrange an appointment - we look forward to working with you!

Edelman Financial Engines

Our Edelman Financial Engines Advisor Center in Birmingham, located near The Summit off Highway 280 and just south of I-459 across from Grandview Medical Center, is currently closed to pedestrian traffic, but our planners can be reached by phone. We specialize in helping clients from Tuscaloosa, Anniston, Cullman and Montgomery reach their financial goals through personal investment plans. These could include 401(k) rollovers to professionally managed accounts, saving for a child's education or developing a retirement strategy. Our team of experienced financial planners will assist you every step of the way in order to ensure that you meet your financial objectives.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.

McGrath Accounting & Consulting

McGrath Accounting & Consulting is a full-service accounting, consulting and marketing firm that aims to help small businesses reach their potential. We provide an all-inclusive solution for financial, accounting and marketing needs which utilizes the most up-to-date cloud-based technologies. This enables us to assist our clients in making informed decisions about their business. Additionally, we can maximize the impact of their marketing efforts by managing and promoting their online reviews and generating tailored leads. Our team of professionals has years of experience in the industry. We are dedicated to providing quality service and strive to ensure our clients' satisfaction. Our goal is to help businesses grow and succeed through our comprehensive services and effective solutions.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Edelman Financial Engines

Our Edelman Financial Engines Advisor Center in West Des Moines is temporarily closed to visitors, but can be reached by phone. We provide personalized investment planning assistance to clients from Des Moines, Ames, Cedar Rapids and Iowa City, helping them to meet their financial objectives. Our team is qualified to assist with 401(k) rollovers to professionally managed accounts, saving for a child's education and creating retirement strategies. With our expertise, we strive to help individuals and families achieve their financial dreams.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.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t