Are you taking advantage of the subsidized energy efficiency program and investment tax credits for things like solar wind and LEED certification? Talk to Capital Resource Group's Marky Moore, the energy certification and LEED expert.

Fee-only investment advisors, specializing in portfolio managment

Our mission is to bring clarity and confidence to your financial life. To meet this goal, we provide specific resources that aim to simplify the complicated by providing you easy to understand tools to help you organize your finances, plan effectively for the future, and invest your money efficiently. We are a full-service financial services firm that provides proactive financial advice and investment management for high net worth families, business owners, and institutions.

With over 35 years of experience in forensic accounting, Engel & Engel collaborates closely with attorneys and legal teams both in and out of the courtroom. Our expertise, credentials, and meticulous approach make us the ideal choice for crafting strategic solutions, conducting thorough investigations, and providing precise analysis and persuasive testimony.

Snowpine Wealth: Financial Planning for life-changing events. We create a custom financial plan, offering Financial Planning & Investment Management to help you during life transitions.

Fundamental Global® is a private partnership focused on long-term strategic holdings co-founded by former T. Rowe Price, Point72 and Tiger Cub portfolio manager Kyle Cerminara and former Chairman and CEO of TD Ameritrade, Joe Moglia.

You probably spend eight or more hours a day making hard-earned money, but what will happen to that money flow when you retire? Good news—financial and retirement planning is our specialty. These financial services, accompanied by our assistance, can help grow your nest egg. Our financial advisors in Goodyear are here to help you create a stable financial future for you and your loved ones.

For your estate planning and wealth management needs in South Jordan, UT, if you want to know what is the right strategy, meet the financial service provider at Progressive Planning, LLC!

At Cyr Financial Wealth Advisors, we're not just any retirement firm. We're here to be your financial partners. As a full-service, independent, fiduciary Registered Investment Advisor, we're all about you and your retirement journey. We don't just invest; we guide you through income planning, health care, taxes, Social Security, long-term care, estate planning and much more.

Taxperts is a trusted resource for tax services. With an experienced and comprehensive portfolio and team, we handle your tax planning and preparation! We can assist you in simple or complex Tax Preparation, as well as amend or file missing returns to get you in compliance.

Quantum Financial Planning is a Registered Investment Advisor based in Spokane, Washington that provides comprehensive financial planning, investment, and wealth management services to clients throughout the US, many of whom are nearing retirement. Founded in 1979, the firm is locally owned and independent, which enables it to put clients' needs first and offer unbiased advice. Fee-only advisory services are offered through Quantum Financial Planning Services, Inc.

Our San Ramon-based office specializes in solutions for endowments and foundations, as well as individuals seeking wealth management services, in San Francisco, San Jose, Oakland, San Ramon and surrounding areas.

Technomartrga is the best financial advisor services provider company in Baltimore. Specializing in an independent, family operated firm separately managed accounts. Supply private and institutional investment advice. contact us now.

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The mission of Soltis Investment Advisors St George Utah Financial Planners is "To create, build, and manage wealth so our clients are free to pursue life's most important endeavors." We accomplish this by working together with our clients to set and achieve financial goals which support their dreams for a successful future. We provide Wealth Management and Institutional & Retirement Management services of all kinds, including the following: Retirement and other significant transition analysis Cash flow analysis & modeling Tax planning Education funding and options Stock option analysis and consulting Call Soltis Financial Advisors, Financial planners St George Utah, to start your journey toward financial success.

Let us help you determine your next step towards the financial independence you deserve. No matter where you are on the path to financial freedom we believe it’s never too late to take the first step or get a second opinion. We are here to help you.

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Confidant is an easy-to-use online service that helps you organize your family's critical information in one spot and provide secure access to family members in case of emergency or loss.

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Stahlman Advisory Committee is a reputable organization dedicated to providing advisory services and guidance to businesses and individuals. With a team of experienced professionals, they offer strategic solutions for financial planning, investments, and business development. Their commitment to excellence and client satisfaction sets them apart in the industry. The committee has a strong track record of success and a reputation for delivering personalized recommendations tailored to each client's unique needs. Stahlman Advisory Committee is known for its integrity, transparency, and professionalism, making them a trusted partner for those seeking expert financial advice and support.

Our advisors at Sowa Financial Group believe that your financial plan should be built around those elements of your life that you work so hard to protect. We use an integrated approach to planning and investing that seeks to align your day to day budgeting practices, with an asset allocation model that is tailored to your unique set of financial goals.

Blackhawk Wealth Advisors as an independent, unbiased investment advisory firm. BWA integrates three separate but inter-connected companies to make sure prudent financial advice and investments are provided to his clients. John accomplished the creation of his vision for a wide-ranging, “big picture” focused and multi-generational wealth advisory firm. Thus, BWA was born to serve high net worth individuals and families. We offer them comprehensive wealth advice and research driven, rules based investment management.

Alpha Financial Advisors is a fee-only fiduciary wealth management firm, legally and ethically committed to always acting in clients' best interests. They offer services including cash flow management, portfolio management, tax planning, insurance counseling, estate and trust planning, lifestyle support, philanthropy and gifting, and education savings.

Advanced Capital Management (ACM) provides comprehensive financial solutions customized to meet individual needs. Serving St Petersburg, St Pete Beach, Tierra Verde, Largo, Seminole, Clearwater, and Tampa since 1997, ACM's seasoned financial advisors offer guidance in areas such as index annuities, guaranteed lifetime income riders, life insurance, estate planning, and wealth building. Their deep commitment to personalized service combined with ongoing research of innovative products and services ensures clients receive tailored plans and the tools necessary to preserve their financial future and achieve their goals.

We offer customized portfolio planning services for individuals, businesses, retirement plans, trusts, and endowments. With a reputation for trusted advice and strategic financial guidance, our team helps our clients build wealth and control their fi

We Are Top-Rated Financial Advisors & Financial Planners for Doctors, Physicians, & Medical Professionals. Serving Since 1979.

Financial coaching for women ready to stress less and achieve more with their money. You're not bad with money. Listen, I know you. I've worked with hundreds of women like you. You're extraordinary in so many areas of life, yet you can't seem to get off the hamster wheel of debt… and you've tried every freaking trick in the book. It doesn't make sense! You're smart, capable, and frankly, you're fierce. Yet, you can't figure out why this is your achilles' heel. The truth is, you're not bad with money. You just need a better plan. I am Amy Scott, and I offer Financial Coaching for women who want to change their lives for good. Get a handle on your debt, spending habits, earning, and start budgeting that actually works. Call me!

Help you develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence. Assemble a team of professionals to provide input on and execute the recommendations in your plan. Create a long-term roadmap to ensure someone will always be looking out for your child once you're gone.

If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. We believe incorporating tax planning into your financial plan is CRUCIAL in the probability of meeting your goals, especially when planning for retirement. Which is precisely why we created our taxes office. Most advisors aren’t even talking about tax because they are prohibited from even mentioning it to their clients. Not us. Interested? Speak to an advisor at 602-449-0146.

FEE-ONLY FINANCIAL ADVISOR SERVING MONTEVIDEO & EXCELSIOR MINNESOTA. Navigating Clients to Financial Success ™. MJT & Associates Financial Advisory Group, Inc. is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.