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David Rae, CFP
Torrance,CA Company OpeningFinancial ServicesCommercial Insurancecall if you want a holistic fee-based proative 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 -
Harris & Associates
Manhattan Beach,CA Company OpeningFinancial Services& Associates specializes in: * Comprehensive Financial Planning * Retirement & Investment Advice * Fee-Based Portfolio Management * Estate Planning * Business Advisory & Executive Benefits Consulting -
A People's Choice
Oxnard,CA Legal Advice-attorney legal document preparation in probate, divorce, estate planning, incorporations, limited liability companies (LLCs), nonprofits, stepparent adoption. We get the job done for a low, flat fee; and save you thousands of dollars in unnecessary -
Washington Wealth Advisors
Falls Church,VA Company OpeningFinancial ServicesWe provide Wealth Advisory Services -- financial planning coupled with asset management -- The CORE of what by our clients, as we are a Fee-Only firm. Retirement Planning, Education Savings Planning, Investment Management, Roth IRAs -
Divergent Planning
Bethesda,MD Financial ServicesDivergent Planning is a fee-only Registered Investment Advisor in Bethesda, MD, and Tysons, VA, helping clients navigate the financial intricacies of their success. The firm specializes in providing financial planning and investment management to mid-career professionals, pre-retirees, and federal government employees. -
Carson Wealth
Washington,DC Financial ServicesOur D.C. financial advisors will help you create an effective game plan and provide advice in a common language, with straightforward fees. We're dedicated to giving clients a comprehensive picture of their wealth and financial plan delivered with our state-of-the-art technology. -
Councilor, Buchanan & Mitchell
Washington,DC Financial Services, automobile dealerships and family-owned businesses, and delivers financial planning, litigation support and collaborative divorce support services. CBM May Barnhard Investments, LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services. -
ShankerValleau
Skokie,IL Company OpeningFinancial Serviceswealth management and acting as a Financial Quarterback for our clients. Our goal through global portfolio diversification, financial planning advice, and tax planning. As an independent, fee-only advisor, we are able to provide impartial and objective advice. We also offer year end planning -
Bull Oak Capital
San Diego,CA Company OpeningFinancial ServicesBull Oak Capital is a San Diego-based financial planning and investment management firm. We focus on providing easy-to-understand business model, along with transparent fees and top-notch customer service. We take pride -
Premier Tax
Santa Clara,CA Financial ServicesCompany Openingboth American and Indian clients. We offer competitive flat fees for single or married filing, starting at $99 offer free year-long tax consultation and wealth planning sessions. Our experienced team is dedicated to providing -
Hauseit
New York,NY Space Leasevarious services. They offer buyer agent commission rebates, flat fee MLS listing service, 1% full service listing and seller services such as professional photography, 2D floor plans, 3D virtual tours and broker consulting. These services -
ReVamp Management & Consulting
Brooklyn,NY Space Leasetheir management teams. Other features include compliance monitoring, financial planning, and day-to-day scheduling calendars. We offer retainer packages that are cheaper than typical PM fees, which includes a master building sheet with 70 -
Engaging Women In Wealth
Rancho Santa Fe,CA Financial ServicesSims, is a wealth management and financial services firm based in San DiegoThey work closely with local estate planning attorneys, CPAs and other professionals fee-based asset portfolio management, tax efficiency, risk management, retirement planning, financial planning, estate and charitable planning, and wealth plans -
Callahan Financial Planning - San Francisco
San Francisco,CA Financial ServicesCompany OpeningCallahan Financial Planning is a San Francisco-based financial advising firm that provides comprehensive fee-only personal finance services. These services include retirement planning, investment -
Value Investment Professionals
New York,NY Financial ServicesCompany OpeningValue Investment Professionals (VIP) is a financial service provider that assists individuals, experienced professionals provide comprehensive investment advisory, financial planning, and estate planning services. We focus on rigorous and minimizing the costs of investments. Our fees are based solely on assets under -
Babylon Wealth Management
San Francisco,CA Financial ServicesBabylon Wealth Management is a fee-only financial advisor located in the San Francisco Financial District. We are dedicated to navigate life transitions through our fiduciary approach to financial planning and investment management. Our team of advisors has -
West Hollywood Property Management Pros
West Hollywood,CA Space Leasecost and flat fee Full-Service Property Management in Los Angeles County, and create tailored marketing plans to meet -
Merrithew & Thorsten
San Diego,CA Company OpeningFinancial Servicesadvisory firm dedicated to providing comprehensive financial planning services to Americans on a fee-only basis. We focus on delivering organizations, such as the National Association of Personal Financial Advisors, Financial Planning Association, Inland Society of Tax Consultants, National Association -
Navigoe Wealth Management
Redondo Beach,CA Company OpeningFinancial ServicesNavigoe Wealth Management is a fee-only fiduciary, financial planning and wealth management firm Our Certified Financial Planners™ provide comprehensive solutions to investment management, tax planning, estate planning and best of time-tested employee retirement plans with the latest advancements in technology -
Lantern Financial
Boston,MA Company OpeningFinancial Servicesyoung professionals and couples achieve financial success. Our fee-only, comprehensive financial planning service has been featured inour clients make the most of their financial lives. Our team is comprised of support. We understand the complex and unique financial needs of young professionals and couples and