
Bercovitch Tax Law Legal Law Guidance
to clients and their financial advisors for more than 30 years. A model of leveraged assistance Bar Association State & Local Tax Committee. Services: A highly regarded, practiced state and local tax attorney. Both industry background. A full range of state and local tax support and consulting, tax planning, and audit

McLin Burnsed Attorneyes at Law
proud to provide legal services in a variety of practice areas to meet the diverse needs the governing boards of many other major financial, educational, healthcare and civic institutions. Since 1985, estate, both commercial and residentialWills, trusts, estate planning and probateThe lawyers of McLin Burnsed are

Burgess Financial Planning
investing my money right now? Should I buy or rent a home? How should I prioritize all the stuff I want to do with my money? Burgess Financial Planning upholds a fiduciary standard, meaning your interests are placed

SF Fire Credit Union
and start reaching your financial goals, whether you’re buying a home, shopping for a vehicle, planning for retirement, or opening

Law Office of Wendy Anderson
's practice areas include: business, contracts, entity formation (LLC's, partnerships, corporations), buy-sell -competes, non-solicits) estate planning including wills, living wills, financial powers of attorney, healthcare durable and healthcare). Additionally, Wendy is a trained mediator who works with businesses

Impact Fiduciary
Patrick Dinan, a Certified Financial Planner (CFP®) practitioner, helps families and professionals get on the path to financial freedom while I use to save money? Should I buy or rent a home? How can I save money on increase my savings? How should I approach estate planning (Wills, Trusts, etc.)?

Turning Point Stewardship
of experience as a licensed clinical psychologist, marriage counselor, and financial advisor, Dr. Peter -Of-Debt Plan (GOOD-Plan) 7. Provide financial counsel on financial decisions: a. buy or lease a car b. should you REFI c. should I lend money to a

Allstate Insurance: Catherine Davis
you achieve your financial goals. Whether it's buying a house, funding your child's education or planning your retirement, we can assist you with that. For a

Kirkland & Company CPA's, PC
return preparation, income tax planning, accounting and financial statement preparation, bookkeeping, financial planning, and estate tax planning services. Our professional accounting rates of a locally-owned practice. We are here to help you take a proactive approach to your financial needs

Woodfield Financial Advisors
your financial needs. We take the time to understand your goals and create a step-by-step plan to of charge and there's no pressure to buy anything. Our clients have been trusting us for invest their money wisely and provide honest, reliable financial advice. We look for ways to save on

Karstens Financial
Karstens Financial is a full-service insurance provider dedicated to offering clients , fiduciary liability, technology liability, bonds, buy/sell agreements, key person insurance, business continuation planning, benefits package solutions, group

NY Money Coach
NY Money Coach provides customized financial planning and counseling services to professional menpeople on their path to financial freedom. The program offers practical advice, inspiration, and transformation and underearning, while creating a framework for making smart financial decisions on a consistent basis. With

The Money Stylist
help. As a Money Mentor, I teach my clients the skills to clearly see their financial picture or even buying a house. Together we'll take a clear look at your finances, create a spending plan that takesbeing wasted, and design your best plan for achieving your financial goals. This plan will be tailored exclusively for

Scribble
improve their credit scores and achieve financial success. Our team has the them to purchase a home, rent a home, or even buy a car. Our team is highly qualified and experienced in credit repair and we offer aclients to develop a plan to increase their credit score and reach their financial goals.

One Wealth Management
a financial services firm providing comprehensive planning solutions to individuals and families, retirement planning, estate planning, business owners, and executive benefits planning planning, buy/sell funding options, key employee insurance, succession planning, deferred compensation plans, executive bonus plans,

Exodus Financial
Financial, we provide personalized financial counseling to help you reach your goals, such as improving your credit score, buying a home, and more. Our staff will work with you to develop a plan that is

David J. Prothero, CPA P.C.
P.C., we offer personalized and professional financial services to individuals and small businesses. Our with capital gains analysis and planning, AMT analysis and planning including Incentive Stock Options, asas tax implications and planning for investing in real estate, including buying a multifamily or vacation home

Alexander Law Firm
manner. Our attorneys are well-versed in a variety of practice areas, ranging from business disputes to real account each client's individual needs, objectives, and financial situation. We are ready to employ our in from business disputes and workplace issues to estate planning, and always seek to bring the matter to

Momentum Private Wealth Management
Momentum Private Wealth Management is a Fee-Only financial planning and wealth management firm committed to helping individuals planning, and financial planning tailored to each individual’s needs and life aspirations. We strive to build a transparent and practical

Pacific Benefit Planners
Pacific Benefit Planners offer a range of services related to insurance and financial planning, including identity theft protection, short-term umbrella coverage, executive disability protection, deferred compensation, succession plans, buy-sell agreements, professional liability, director's and officer