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oracle financial planning and analysis

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Phoenix Northwestern Mutual Life Insurance

Northwestern Mutual Life Insurance

Phoenix,AZ Commercial Insurance

personal needs analysis, retirement solutions; Education funding, asset and income protection, employee and executive benefits; Financial planning, business and estate analysis, investments and trust

New York Luo, CPA

Luo, CPA

New York,NY Financial Services

professionals, specializing in business tax planning and the related tax services, individual taxes planning and the related tax services, tax audit representation, small business accounting and payroll services, business advice and financial statements and analysis,and

Berkeley Fruition Advisors

Fruition Advisors

Berkeley,CA Financial Services Company Opening

provides comprehensive financial planning and investment management services including: cash flow & budgeting, saving & investing, retirement planning, insurance analysis, education planning, employee benefits

San Francisco KB Financial Advisors

KB Financial Advisors

San Francisco,CA Financial Services

financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option analysis, wealth management and stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides

Scottsdale Silverhawk Advisory Group

Silverhawk Advisory Group

Scottsdale,AZ Financial Services

are considered. The team at Silverhawk Financial Planning can offer you valuable insight and guidance to the complex process; Active Asset Management; Insurance review and analysis (life, disability, long term care, health); Portfolio Analysis; Income & estate tax reduction

Glendale Fortress Financial Strategies

Fortress Financial Strategies

Glendale,AZ Financial Services Company Opening Commercial Insurance

Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses. While most of

Scottsdale Pelleton Capital Managment

Pelleton Capital Managment

Scottsdale,AZ Financial Services

Management, we see our role in the investment and financial planning process as being your box top. We help outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care

Glendale Sapphire Bookkeeping And Accounting

Sapphire Bookkeeping And Accounting

Glendale,AZ Financial Services

Preparation/Returns Tax Planning General Bookkeeping (On Site or In House) - Bank Reconciliation, Transaction Recording, Financial Statements Sales Tax Returns Payroll Services - DD available New Business Formation Financial Planning Management, P&L Analysis, Marketing and

Laguna Niguel KNR Wealth Management

KNR Wealth Management

Laguna Niguel,CA Financial Services Company Opening Commercial Insurance

management with consideration of taxes and income needs. - We offer full service financial planning by partnering with other specialists Security maximization strategies - Mediare plan comparisons - Annuity maximization analysis - We work exclusively with individuals and couples near or in

Marina del Rey Linxworks IT Services

Linxworks IT Services

Marina del Rey,CA Website Building Network Maintenance Software Development

: • Business Start-Ups • Strategic Plan Development • Financial Plan • Growth Plan • Business and/or Operation Plans • Competitive Analysis • Market Analysis • Pricing Analysis & valuation • Feasibility Study • Management

McLean Bogart Wealth

Bogart Wealth

McLean,VA Financial Services Company Opening

- and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning

Washington Miller & Company

Miller & Company

Washington,DC Financial Services

Services Employee Benefits, Pension, and Profit-Sharing Plans Cash Flow and Budgeting Analysis Financial Projections and Forecasts Business Valuation Mergers, Acquisitions, and Sales Debt and Finance

Centennial GreenStar Advisors

GreenStar Advisors

Centennial,CO Financial Services

wise wealth-optimized decisions. With holistic financial planning, disciplined investment strategies, and proactive personal service, Chad’s goal is advice begins with a comprehensive analysis of each individual’s life, goals, and financial situation. Once the overall picture is

Houston Hooker CPA Firm

Hooker CPA Firm

Houston,TX Financial Services

staff and its commitment to help clients achieve success. We provide comprehensive services including tax compliance, financial planning and analysis, bookkeeping, auditing, payroll and other accounting services. With our expert

Chicago Valor Advisers

Valor Advisers

Chicago,IL Company Opening Financial Services

advisory services designed to help them with their financial planning, management, and protection needs. No matter what life stage planning, and more. We make sure to follow the strictest professional standards set by law and provide thorough and unbiased analysis

Chicago Benford Brown & Associates

Benford Brown & Associates

Chicago,IL Financial Services Company Opening

tax preparation, tax planning, and tax resolution services to both individuals and businesses. With 25benefit from our tax planning services. We can customize plans to meet specific as bookkeeping, account reconciliations, financial analysis, cash flow projections, budgeting, and setting up accounting systems

Fullerton p2sk Engineers

p2sk Engineers

Fullerton,CA Building Construction

control plans, traffic management program, and traffic safety studies. Our team also provides accident/collision analysis, financial feasibility studies, parking analysis and

Brooklyn Brunch & Budget

Brunch & Budget

Brooklyn,NY Financial Services

're a fee-only financial planning firm that specializes in budgeting and expense analysis, cash flow planning for small businesses, savings

San Diego Mann & Associates

Mann & Associates

San Diego,CA Financial Services

systems/procedures, profit planning, forecasting and budgeting, as well as financial analysis for investments, estate, retirement and college funding planning. We are committed to providing our clients with quality services and

Laguna Hills Weisz & Weisz CPA's

Weisz & Weisz CPA's

Laguna Hills,CA Financial Services

communicate with them to identify their needs and apply thorough research and analysis. We are committed to delivering excellent solutions, from tax preparation and planning to financial statement compilation and bookkeeping. We have the expertise and experience to handle all

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