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City Merchant Services
Houston,TX Company OpeningNetwork Maintenancespecializes in providing financial solutions, IT support and credit card payment processing. Our low cost flat fee Merchant Services -
The Document People
San Diego,CA Legal Adviceis why we offer a flat fee that covers all of your estate planning needs. Our attorney-prepared Living you can be sure that your entire estate plan is in order. We also provide many other -
Next Gen Financial Planning
San Diego,CA Company OpeningFinancial ServicesNext Gen Financial Planning (NGFP) is a fee-only financial planning firm dedicated to helping 30-something professionals live benefit. Our team offers comprehensive financial advice, ranging from investment and tax planning to student loan advice and -
Copley Financial Group
San Diego,CA Financial ServicesCompany OpeningCommercial InsuranceGroup is a fee-only, fiduciary financial company that focuses on helping clients achieve a contented and secure retirement. They specialize in providing financial planning, wealth management, tax-reducing strategies and social security -
Parabolic Asset Management - San Diego Financial Advisor
San Diego,CA Company OpeningFinancial ServicesAt Parabolic Asset Management, we provide experienced financial services to help you protect and grow interest rates. In addition, we offer free financial planning and simulations to ensure your retirement path to successfully navigate through the 2008 Financial Crisis. We are Fee Only advisors, held to the Fiduciary -
Katy Song, CFP
Mill Valley,CA Financial ServicesKaty Song Financial Planning offers tailored, all-inclusive fee-based advice for couples just beginning their lives -
Lee Financial
Dallas,TX Financial ServicesLee Financial is a fee-only financial advisory firm serving high net worth individuals andfamilies across the United States. Our services include financial planning, investment management, and human capital development. We striveadvice and support to help them reach their financial goals. If you would like to learn -
Freeze, Sulkov & Associates
Dallas,TX Financial Services/PFSs), David Freeze and Maksym Sulkov. As fee-only financial advisers, we are dedicated to helping entrepreneursWith our tax background, we decided to bring financial planning services to our clients and help them are fee-only fiduciary advisers, meaning that we are solely paid by our clients for financial advice -
Abundance Wealth Planning
Newark,CA Financial ServicesCompany OpeningAbundance Wealth Planning is a financial life planning practice that combines financial planning with coaching to help people achieve a easier relationship with money. We are a fee-only fiduciary, which means we do not receive commissions, referral fees, or other third-party compensation. You can -
Insight Wealth Strategies - Livermore
Livermore,CA Financial ServicesCommercial Insuranceis a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset to help you reach your financial goals. We offer fee-based advice and utilize advancedaddition, we specialize in special needs financial planning, long-term care, annuities, and are -
Stash Wealth
New York,NY Financial Services.R.Ys™) who are often ignored by traditional financial firms. Stash Wealth offers tailored advice and solutions to better organize finances, to their signature financial plan, The Stash Plan™ - with fee-only, impartial wealth management. They provide -
Brunch & Budget
Brooklyn,NY Financial Servicesget there. We're a fee-only financial planning firm that specializes in budgeting and expense analysis, cash flow planning for small businesses, savings plans loans, salary negotiations, insurance planning, investment planning, and estate planning. Our clients range from -
Schwarz Financial Services LLC
Bethesda,MD Financial ServicesCompany OpeningSchwarz Financial Services LLC is a registered investment firm offering comprehensive, fee-based, discretionary management services. The company provides services such as tax preparation and planning, financial planning and business planning -
Law Office of Jerry Joseph
Washington,DC Patent ServicesLegal Advicesense of security, my firm has adopted a flat-fee billing policy. This allows clients to have an associated with the patent process without any unexpected financial surprises. Furthermore, I guarantee that each client is -
Horizon Harvest Financial Planning
Brooklyn,NY Company OpeningFinancial ServicesHorizon Harvest Financial Planning is a fee-only investment firm that puts your interests first. experienced advisors are here to help make your financial life simpler and give you the tools to -
Pacific Coast Wealth Management
Aliso Viejo,CA Financial ServicesCompany OpeningCommercial Insurancethe highest quality service for retirement planning to Aliso Viejo residents. OC Registerfinancial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to -
Financial Life Advisors
Hill Country Village,TX Financial ServicesCompany OpeningAdvisors provides comprehensive fee-only financial planning and investment management services. We strive to best advice and support in their financial journey. Our fees are typically quoted on a binding comprehensive plan. For ongoing investment management services, there is a minimum monthly asset management fee of -
4D Tax & Financial Planning
New York,NY Financial Services4D Tax & Financial Planning is a professional fee-based financial planning service that helps people manage their the starting point to create a comprehensive financial plan that will help our clients achieve a secure financial future. Our team of experienced professionals -
Farnam Financial
Phoenix,AZ Financial Servicesto help our clients turn their financial house into a financial castle by providing more money offer portfolio management, financial planning, tax planning, and other wealth management services - all as a fee-only fiduciary of advisors can help you reach your financial goals. Our experienced team is dedicated to -
Orion Capital Management
Coronado,CA Financial ServicesCompany OpeningCoronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products