a Registered Investment Advisor that ensures conflict-free advice. We are devoted to reducing your investment expenses and fees an in-depth look at your overall financial situation, including assets that are not managed performance. Our approach is far from the typical "buy and hold" mentality - we actively monitor

advice to help them make important financial decisions. Our advisors have a wealth of experience and knowledge, having worked in the industry for an averageus for 15 years. This provides our clients with the confidence to trust us. As a fee-based

for business during the Covid-19 pandemic and offers a free consultation to discuss your tax and financialfees. Our advisors are certified fiduciaries and investment advisor representatives who provide face-to-face meetings, even forhelp you minimize volatility and maximize your financial success. If you would like to

ATX Portfolio Advisors is a fee-only wealth management organization designed take control of their financial life. We offer both hourly financial planning services and complete top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can

are typically lower than chain tax preparers. There are no additional fees or products to purchase. A 25% discount is available for new clients who bring their information before February 15, 2013. The expert team at Ernst Financial

with the best wealth management services. Our advisors have a fiduciary responsibility to act in their client's best interests, and do not accept any fees their financial goals.Our experienced team is dedicated to providing top-notch service and satisfaction for all

James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403( honesty.James has extensive experience in the financial industry, including being a CPA, MBA, Real Estate Broker (consultation

them overcome financial hurdles and stressful times. Tax Preparations For Businesses: Whether you're a sole proprietoradvisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability. Tax Preparations For Individuals: We evaluate your

Joshua Lance CPA, LLC, we are not your typical public accounting firm. Instead of charging by the charge extra for calls and emails. If you have a question or need help understanding your financials, you can feel free to reach out without worrying about a costly fee.

setting operator, we use Super., a cutting edge P.M. software, for our self-managed buildings andmanagement teams. Other features include compliance monitoring, financial planning, and day-to-day scheduling calendarsretainer packages that are cheaper than typical PM fees, which includes a master building sheet with 70

been serving the Miami area for more than a decade, providing comprehensive financial planning services that help clientsin 2017, and since then our fiduciary, fee-only advisors have been dedicated to working in the manage your investments and create a viable plan for securing your financial future. You can trust our

is a fee-only financial advisory firm that provides expert advice on retirement income strategies. Our team of experienced advisors can assist you in preparing for and optimizing your retirement, no

a registered investment advisor in Jacksonville, Florida providing professional investment management services as well as financial, tax, estate and retirement planning. As a fiduciary, the company follows a fee-only providing top-notch service and satisfaction for all of our clients. Contact us

Diesslin Group, Inc. offers fee-only financial advice and wealth management to reach their financial objectives. We can collaborate with existing professional advisors and employ a wide rangeto deliver custom financial solutions.Our services include: - Financial planning and investment advice for individuals, couples

Navigation Advisors is a fee-based, comprehensive wealth management and investment advisory firm that offers clients a wide achieve their financial goals. Our team of experienced advisors will work with you to create a personalized providing top-notch service and satisfaction for all of our clients. Contact us today

Introduction: David is among a select group of investment managers with extensive As independent, fee-only advisors, David and his two partners manage over $800 million in financial assets for more knowing that one trusted advisor can both: (a) maximize investment returns while helping plan for retirement; (b) ensure

. Kent, the company's lead advisor, works with each client to identify their financial goals and determine the appropriate level of investment risk. Education is a priority for Kent andand does not receive any other payments or fees. If you would like to learn more about

minimize their financial concerns. The team of advisors at Lucien Stirling & Gray are dedicated to offering fee-only services and fiduciary level advice. They have a strong track record of fulfilling clients' needs in a to providing top-notch service and satisfaction for all of our clients. Contact us today

nationwide lender that provides funding to a variety of businesses and real estate deals in %. An engagement fee is due upon signing the term sheet and equity typically ranges from 20% for start-ups Partners has a team of experienced professionals with the expertise to help you reach your financial goals. They

fee-only investment advisor that provides financial services to a variety of clients, including individuals, corporations, not-for-profits, trusts and retirement plans. These services include investment management, financial planning and financialexperienced team of professionals is here for you, so don't hesitate