James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403(b is well-qualified to help clients with their wealth management needs.

Activate Wealth is a financial planning firm that provides comprehensive services are exclusively fee-based, making it an ideal choice for those looking to manage their finances without

Regal Realty and Property Management is an experienced Residential Real Estate Company located for closing and settlement fees for our local heroes. Our team has a wealth of experience and knowledge

for their needs and circumstances, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination, pensions and

CRB Collections is a professional accounts receivable management and consulting firm that helps healthcare providers recover fees until we have successfully collected your receivables. Our team has a wealth of experience in accounts receivable management

Erickson Wealth & Tax Management is a Seattle-based CPA and financial investment individual taxpayers reach their goals. Our team of fee-only fiduciaries are committed to providing comprehensive tax

in pricing, interchange, compliance, transaction delivery systems, convenience fee allocations, surcharge rules, chargeback and risk mitigation, and systems, merchant service contracts, and supply management. Our team has a wealth of experience in the payment processing

that all aspects of your life and wealth are working together to help you reach: financial planning, retirement planning, cash flow management, investment management, long-term care, life insurance, annuities, gifting. For those who wish, I also offer fee-

decisions regarding investments, insurance, estate planning, and preserving wealth. Our team is dedicated to building a concern for retirees, so we focus on money management and other important aspects of financial security. to putting our clients’ needs first. Our fees and services models are available on our

Zora Financial is a fee-only financial planning and investment management firm located in Birmingham, Alabamaprovide holistic advice to entrepreneurs, families, and wealth builders. By uncovering their values and behavioral-based financial planning and investment management. They also specialize in retirement plan

Group is an award-winning, independent wealth advisor and investment manager that has been serving clients in has grown into one of the most respected wealth advisory firms in the state. Albion's a fiduciary and fee-only advisor is backed by its suite of market research, portfolio management, and comprehensive

Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi- endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house MBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for

Barnes Investment Advisory, Inc. is a fee only financial planning and portfolio management firm. We are an independent Registeredof our work is our unflappable focus on Wealth in Balance®. There are two sides to the Wealth in Balance® coin, both critically important. One side

goal is to offer clients comprehensive wealth advisory services that provide exceptional client service objective advice with integrity and transparency. Our fees are always reviewed, and any potential range of services includes investment strategy, money manager search and selection, asset allocation, and

an RIA (Independent Registered Financial Advisory) offering Investment Management, Wealth Planning, Financial Planning and Retirement Planning services to, Philadelphia, and Buffalo, Winthrop Partners is a fee-only investment manager and Fiduciary. The team at Winthrop is

John & Associates, we have a team of experienced wealth advisors providing financial and investment services to clientswide range of clients across the nation. As fee-only advisors, our interests are completely detached broker dealer, custodian, mutual fund company, or money manager; we only work for and on behalf of

comprehensive financial planning and tax services. As a fee-only, fiduciary advisor, Bill has a legal obligation preserve their wealth. With a holistic approach that covers all aspects of financial planning, investment management and tax

company helping consumers with credit repair, typically through bill settlement and debt management. Duties include reviewing client's help them manage and improve their credit or pay off debt. Projection Solutions, Finance Goals, Building Wealth, Personal