Sawyer Wealth Management
We are a family of trusted wealth preservation professionals dedicated to your security and legacy. At The Sawyer Group, we provide quality guidance and strategic solutions for the financial and estate planning concerns of our clients. We are professionals that have developed a system that educates our clients in planning...
Saint Joseph International
Saint Joseph International, also known as the Saint Joseph Group, is a diverse organization based in Miami, Florida, with operations in the United States, Brazil, and Uruguay. It serves as a multifamily office and investment platform, bringing together a consortium of companies that operate across various sectors.
The group offers...
RPI Inc Financial Life Planners
At RPI, we are committed to understanding your unique needs, and providing the time and resources to formulate a plan to help you accomplish your life goals and objectives. As part of our client family, you will receive personal attention and advice from professionals who come to know you beyond...
Retirement Security Centers
Retirement Security Centers (RSC) is a financial services company located in Sacramento, California. Founded in 2013, RSC focuses on comprehensive retirement planning and financial security solutions. With a revenue of $3 million and a team of 28 employees, it stands out as one of the largest financial planning firms in...
Joseph S Sturniolo Associates Inc
We provide comprehensive financial planning and wealth management services for every stage of the journey but particularly accumulating for and managing resources in retirement.
Securities and Advisory Services offered through Geneos Wealth Management Inc. Member FINRA/SIPC
Jonathan Neil Associates
Founded in 1981, Jonathan Neil & Associates (JNA) has been providing Receivable Management Services for three decades.
With five offices, JNA has personnel in each time zone to service your needs. Our management team has combined experience in excess of 100 years in the areas of Credit to Cash, Dispute...
Jentner Wealth Management
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States.
Founded in 1984, Jentner Wealth Management provides both...
Independence Wealth Services
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they've all worked hard, to get to where they are now. Our clients have accumulated assets, but they don't want to spend their valuable free time...
Heritage Wealth Management LLC
At Heritage Wealth Management, we customize financial plans that are based on you and what you hope to accomplish. We help you understand your end goal and how your decisions will affect your progress, and we present ways to get there using the tools and resources we offer.
We believe...
Heritage Retirement Advisors LLC
Heritage Retirement Advisors is an investment advisory practice.
At Heritage, our highly trained professionals are intently focused on helping you with all your financial needs, working with you to ensure to your investment and retirement goals are realized.
We design a custom roadmap that works for you, whether you need...
Haddon Planning Group
Haddon Planning Group is an independent financial advisory firm. Since 1981, we have remained committed to exceeding client expectations and building long-term relationships, which has earned us the trust, confidence, and respect from our clients and recognition from our industry.
Creating a comprehensive, long-term client relationship is our main focus....
GrandView Financial Group LLC
GrandView Financial Group, LLC. is a full-service financial firm dedicated to helping our clients build wealth and protect their hard-earned assets.
We recommend only those products and services that can be tailored to suit our clients' unique needs.
Our firm is here for you, ready to offer ongoing financial experience...
Girard a Univest Wealth Division
We focus on what you value, not on what you're worth
In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; it's a promise to deliver service that's true to our character.
Relatable
We're financial advisors, but we're...
GGM Wealth Advisors
We help families and businesses manage and grow wealth. Imagine what's possible when your financial advisor understands your individual goals, crafts an investment strategy just for you, and explains everything in a way that makes sense.
Work with us to bring simplicity and clear insight to your decision-making.
Equity Advantage Incorporated
Equity Advantage, Incorporated is a financial services and real estate company located in Portland, Oregon. Founded in 1991 by David and Tom Moore, the company specializes in facilitating 1031 exchanges, which allow for the exchange of like-kind business or investment properties without immediate tax liability. Their mission is to partner...
Ellenbecker Investment Group
Ellenbecker Investment Group, Inc. is a financial services company based in Wisconsin, founded in 1996 by Karen J. Ellenbecker. The firm offers a wide range of financial planning services tailored to individuals, families, businesses, and partnerships. Their mission is to provide exceptional client service, uphold business integrity, and ensure fee...
Elite Resource Team
Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more...
Eastern Planning Inc
Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide.
We believe very few advisors can match our...
Creative Financial Group
CREATIVE was founded in 1976, when the firm's founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family businesses had lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past forty years, CREATIVE has built a strong, lasting reputation rooted in our ability...
Colman Knight Advisory Group
Colman Knight Advisory Group, LLC is a holistic wealth management firm founded in 1988 by Rich Colman and Gayle Knight Colman. They offer comprehensive financial services, including investment management, tax planning, risk management, and legacy planning. Their unique approach integrates financial expertise with personal growth, focusing on aligning clients' resources...