
Benefit & Financial Strategies all manner of financial planning, investment services
services has expanded to include all manner of financial planning, investment services and retirement services. Our full-service we provide include: Retirement Investing Fee-Based Planning College Planning 401k, 403b, 457. Employee Benefit Plans Health, Vision, & Dental Insurance

Simplify Financial Planning
for the future. I charge a flat-fee for customized financial plans for individuals, couples and families. My mission is to lay out a simple financial plan that provides visibility into your finances so you

Citrine Capital
Citrine Capital is a fee-only wealth management firm committed to helping techRSUs and much more. Our comprehensive approach to financial planning is designed to free up our clients' time. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect

Freedom Financial and Life
never run out of money, and reach their financial destinations. We help you protect & grow your that you cannot outlive. We also work with fixed index annuities and cash value accumulation life insurancezero (0%) management fees. Take advantage of this offer today! *Guarantees are backed by the financial strength and

Barnes Investment Advisory, Inc
Barnes Investment Advisory, Inc. is a fee only financial planning and portfolio management firm. We areimportant. One side is financial planning. The other side is investment management. Financial lives become successful when for more information about our financial planning and our investment management processes.

David Rae Certified Financial Planner
call if you want a holistic fee-based proactive approach to financial planning. Named 2011 "Advisor With Heart" by Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial goals. He is also a

The Office of Terrie Bui - Financial Planning, Tax and Insurance
. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401 to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed

Entelechy
Entelechy is a flat fee-only fiduciary financial planning and investment management company based in Bethesda, MD across the country. Entelechy specializes in providing objective financial planning, investment management, and tax services to help clients

Oakton Tax, Payroll, & HR Services
competitive rates. For individual clients, we specialize in financial planning, tax return preparation, and e-file services. We offer clients accurate, efficient service at competitive fixed rates. We

Oatley & Diak
clients’ needs above our own, and we provide fee only services without any commissions or products. Our clients with reliable advice regarding their investments, financial planning, estate planning, and divorce financial planning. We understand that situations can change

Long Financial Planning
Long and Associates LLC is a Fee-Only financial planning firm, providing independent advice without hidden agendas or ulterior motives. Long Financial Planning only sells advice and does not . Our experienced professionals provide comprehensive, reliable financial planning services, tailored to your individual needs.

Pure Financial Advisors
duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our

College Planning ABC
College Planning ABC is a company that assists higher income help reduce the cost of college. We provide financial strategies and guidance so our clients can get maximum discount on their tuition fees. Our goal is to create a plan tailored to each individual's

Karraker, CPA PLLC
PLLC values conversations with clients and offers a fixed fee structure so there are no surprise charges. knowledge and resources. They offer accounting, bookkeeping, tax planning and preparation, as well as small business their clients to have the confidence that their financial matters are taken care of in the

Sierra Pacific Financial Advisors
Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness

Graystone Advisor
Graystone Advisor provides comprehensive financial planning services for couples who need help managing their ), NQSOs, RSUs, ESPP, and 401k plans. We offer our services on a fee-only basis. We take pride

Piermont Wealth Management
Piermont Wealth Management is a financial planning firm based in New York, offering guidance to with their financial goals, such as retirement planning, tuition savings, and more. We operate on a fee-only basis team is dedicated to helping you make sound financial decisions for your short and long-term objectives

San Diego Pension Consultants
Consultants is a subsidiary of National Financial Partners, established in 1998. NFP is a leading independent distributor of financial services to high net worth individuals andwealth transfer, corporate and executive benefits, and fee-based financial planning. The company is publicly traded since

Openmind Money
advisor based in New York City, providing fee-based financial planning and investment education services to middle income families helping our clients make the most of their financial resources. We take pride in the quality of

Atlantic Financial Services
At Atlantic Financial Services, we are dedicated to helping you reach providing you with a suitable Carteret, NJ Mortgage plan. We offer an array of services such as, Jumbo, and 3% down programs – with the appraisal fee refunded at closing. Our team has comprehensive experience