• Legacy & Wealth Financial Advisors

    Irvine,CA Commercial InsuranceFinancial ServicesCompany Opening
    Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably intouse leading investment managers and insurance companies to help my clients with their goals. All customer
  • Jorge Life and Health Agent

    Houston,TX Commercial InsuranceCredit GuaranteeFinancial Services
    , long term care, annuities, 401k rollovers, IRAs/Roth IRAs, final expense and settlement services. My mission is to provide tailored coverage decision I make, I strive to help my clients understand insurance in order to make the best choices for
  • Sanjiv Gupta, CPA

    Sunnyvale,CA Financial Services
    the needs of our clients, from straightforward to complex financial transactions, including negotiating and settling assets, and can help you move money from other countries to the United States or prepare the proper return. We also provide financial consulting services covering 401k, IRA
  • Tunc Tanin

    Cambridge,MA Financial ServicesCommercial Insurance
    needs. We will sit down with you to discuss real life situations like whether youSavings, how to get your spouse more involved, what to do if your in-laws move in with you, how to handle IRS mail. We can also advise on whether to put more into a Roth IRA or 401K.
  • CSP Financial Group

    Scottsdale,AZ Financial Services
    in qualified retirement plans such as a 401K or an IRA. Every penny that comes out of these higher tax rate. Through proper planning I help my clients optimize their assets, redirecting already spent dollars to a strategy that provides tax-free income. Feel free to visit my company website at