
Essence Wealth & Insurance Services
, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies

Griffin Funding Bayside
Griffin Funding Bayside's branch in Coronado, California, we focus on providing Veterans, the Self-Employed in VA Home Loans, Non-QM Self-Employed Bank Statement Loans, and Non- the process until your loan is funded. We are here 24/7 to committed to helping you build a financial plan that fits your needs. Our team

Provider Risk
solutions for medical, health, business, and general liability insurance, as well as workers compensation, self-funded and self-insured solutions

Asset Advisors of America a private insurance agency founded in 1988
services for dental and vision plans, deferred compensation, estate planning, and group and individual medical plans. It also provides services for long-term care, niche markets, pension profit sharing and self-funded plans. Its

JP Farley a privately held third-party administration and consultation firm
to deliver added value to employee benefit plans that are self-funded for medical, dental, vision, short-term benefits. Flexible Connected Care Services to provide additional managed care plan features prevalent in the industry. The J.P

Next Generation Services
and record keepers for self-directed retirement plans, we allow individuals to invest their retirement funds into non-traditional

RJP Estate Planning
they directed, as well as ensuring that their medical preferences are understood if they should become to fit their goals. Included in our plans are guidance with funding a trust, reviews, emergency contact cards, electronicthe pitfalls of not having a comprehensive estate plan by attending one of our free workshops.

TP Professional Medical Billing Services
funds faster than other service providers. We are committed to providing A/R management, reimbursement, self-pay recovery, electronic claims filing, insurance problem identification and resolution, medical claims , and setup and monitoring of insurance plans. Our team of third party billing

Insurance Office of America, Inc. a wide range of insurance services
services provides services for dental and vision plans, deferred compensation, estate planning. It also provides services for long-term, niche markets, pension profit sharing and self-funded plans. It also provides emergency response planning, travel risk management for aircraft

Oliver Living Trusts
Oliver Living Trusts, we provide self-help services to help you and Power of Attorney for Financial and Medical. We are Legal Document Assistants registered we can also assist you with funding your trust. Our team is committed working with individuals on their estate planning needs. Our services are provided at

Nico Insurance Services Inc
benefits, flexible benefit plans and individual insurance. We offer a range of coverage options, including medical, dental, vision, benefit risk management, Section 125/Cafeteria Plan, Administration, Cobra Administration and Self Funding Plans. We are committed to finding the

The Lee Accountancy Group
with individuals to help them with financial planning, estate planning and elder care. We work with ourthey are creating college funds for their children's education, helping them with estate planning and taking careclients, we also encourage them to be as self-sufficient as possible. Many business owners these days

ROC Financial Solutions
trusted source for investment and commercial real estate funding. We provide financing for fix and flips, rental buildings, hospitality, industrial properties such as self storage, auto service and warehouses, medical-use, and more. Our team. Our goal is to provide the best possible funding solutions for you.

NYC Fast Tax
individual tax returns for people who are self-employed or receive income through 1099s. This can include real estate agents, entertainers, dancers, medical professionals, lawyers, and business people. We strivewe also offer advice on retirement planning, mortgage decisions, educational funding, and more. Our goal is

Pacific Coast Wealth Management
as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio

CF Funding & Investments
At CF Funding & Investments, our contract buyers are highly trained professionals other forms of cash flow obligations. With the funds we provide, you can: Invest in a new, pay for unexpected medical costs, settle a divorce, take a vacation, fund education or re-education, plan for an

Kirkland Insurance Services
dedicated to helping individuals, families, businesses and the self-employed secure their financial future through our comprehensive, disability insurance, retirement planning, long-term care insurance, critical illness supplements, accident supplements, travel medical insurance, business insurance

The Mavromihalis Law Firm
law issues, all aspects of business planning including setting up your new business, and help your business comply with private funding laws including a private placements memorandum drafting and negotiating agreements, specifically employment agreements, medical doctor professional agreements, non compete and

Finesse Tax Accounting
that has a tax returns) Tax Prep for Self Employed Small Business Owners Tax Prep for Real Income Tax Partnership Income Tax Accounting and Bookkeeping Medical Reimbursement Plans for Small Businesses

Financial & Insurance Services of Texas
offers a wide range of services including financial planning, cash flow analysis, retirement saving, estate conservation and risk management. Additionally, we offer education funding strategies, charitable giving strategies and self-directed brokerage accounts. With our