Kingsview Partners
Kingsview Partners is a financial services firm that specializes in wealth management and related services. Founded in 2008 and headquartered in Grants Pass, Oregon, the firm has established a national presence with additional offices in Chicago, Westport, Plantation, and New York. Kingsview Partners combines personalized service with institutional-level resources, allowing...
Full Sail Capital
Full Sail Capital, LLC is an SEC-registered investment advisory firm based in Oklahoma City, Oklahoma. Founded in 2018 by David Stanley, Scott Cravens, and Zac Reynolds, the firm specializes in wealth management and financial planning services. It has experienced significant growth, reaching $2 billion in assets under management (AUM) by...
Freedom Financial Partners
Freedom Financial Partners helps our clients answer the following questions: "Am I OK?" and "Can I live the life I want?" We improve our client's lives by bringing truth, understanding and discipline to the financial choices they make every day. We use simple, yet powerful tools and processes to uncover...
Financial Optimist
At Financial Optimist, we are committed to offering you unbiased financial advice while empowering you with actionable steps to prosper financially.
This is a judgment-free zone, and we are here to listen and truly understand your situation and goals. We serve our clients with integrity and care because relationships are...