
Kevin Kautzmann, CFP - EBNY Financial LLC
EBNY Financial LLC, we provide securities and advisory services through SagePoint Financial. We offer fee-based and commission-based financial planning services with a CFP®: Certified Financial Planner™. EBNY Insurance Services, Inc. is an independent brokerage that

XNE Financial Advising
XNE Financial Advising, LLC is a certified Minority-owned Business Enterprise that provides tax preparation and financial planning services is to help customers to achieve their financial goals. We are experienced in areas suchfor businesses, and providing 12-month Budgetary Plans and Tax and Debt Analysis services for

Mesquite Tax, LLC
Mesquite Tax, LLC provides a fresh and innovative approach to taxes. help you navigate the complexities of taxes and financial planning.

Hiza & Hiza LLC
Hiza & Hiza, LLC Certified Public Accountants is a tax and financial consulting firm based in Hawthorne, New Jersey in areas of accounting, tax preparation, business planning and management consulting. With over 20 years knowledge to assist our clients with their financial needs. We can provide services such as

Planning Within Reach
Reach has been a financial planning, investment management and tax preparation provider in San provide them with a customized financial plan to secure their financial future. We are an independent Registered Investment Advisor and

Promenade Advisors
Promenade Advisors LLC is a financial planning and advisory firm which provides services to to help clients identify their financial mission and create a comprehensive financial plan that meets their long-termwith clients to determine their financial goals and objectives and create tailored plans to help them realize

Reilly Financial Advisors
to helping our customers achieve their individual financial objectives. We offer four distinct services: wealth plan sponsors and participants. RFA, established in 1999, serves customers across the US and abroad. As an independent' first point of contact for all their financial needs and serve as their trusted partner

Metanoia Financial
Metanoia Financial is a financial planning firm based in Center City Philadelphia. Our mission to help our clients maintain their dignity and independence in retirement by creating strategies to reach their to helping our clients reach their financial goals. Our team of financial planners is committed to providing the

Capital Planning
Planning, our mission has always been to provide clients with impartial advice to help them make important financial best solutions to our clients. We are an independent company, so our team works solely for our tried-and-true strategies, we can help clients plan for retirement, the sale of a business or

Allsouth Accounting, LLC
At Allsouth Accounting, LLC, our mission is to provide customers with quality tax services, such as financial statement preparation, bank reconciliations, payroll, sales tax, tax planning, accountants review, and IRS

BBJS Financial Advisors, LLC
BBJS Financial Advisors, LLC is a financial services firm that providesservices include financial planning, wealth management, investment management, retirement planning, asset management, tax planning, estate planning, diversification analysisreach their goals and secure their financial future. With our commitment to

Treece Financial Group
Group is an organization dedicated to providing financial guidance to those aging alone and members advice, create a lifetime income plan, and advocate for our clients if financial injustice occurs. We use securities and investment advice through Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser.

Summit Wealth Advisors
in achieving financial independence through setting goals, utilizing resources efficiently, implementing sound strategies and periodically analyzing plans. We provide services that cover everything from investment planning, education planning, retirement planning, estate planning to income tax management. Our advisors

Synergy Financial Management
Synergy Financial Management, LLC is part of a financial system that offers three professional services: money management and comprehensive financial planning. We help entrepreneurs integrate their personal and business financial planning. We provide assistance in acquisitions, marketing

Chamberlin Financial
Inc is a financial advisory firm that was founded in 2012 and focuses on income planning and wealth preservation Advisory Services are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Our experienced

Creative Financial Partners
Creative Financial Partners was established to assist our customers in help our clients achieve financial stability and independence through comprehensive financial planning, investments, banking and retirement planning. Our team of experienced

Fairway Reverse Mortgage
terms are met and that our clients gain financial independence and an enhanced quality of life. Our team strive to help our clients extend their retirement plans and make sure that they can enjoy their

Cooke Financial Group
Indiana and the nation for their in-depth financial planning and wealth management services. We are registered Representatives Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC, with securities offered through Sanctuary Securities, Inc., a

Buttonwood Financial Group
Buttonwood Financial Group is an independent wealth management firm located in Kansas in managing their finances. Our team of financial planning experts specialize in helping clients simplify thecomprehensive services such as taxes, insurance, estate planning, investments, cash flow, retirement, education, and business

Accounting & Tax Financial Services
meet the needs of business owners, executives, and independent professionals. We strive to offer affordable and reliable, payroll, tax filing for both individuals and businesses, financial planning, cash flow management, and new business formation. Our