Regency Investment Advisors
At Regency, we're dedicated to establishing and promoting the financial well-being of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future.
Regal Group CPA
We're a full service CPA firm in San Diego, CA providing accounting, payroll processing, financial analysis and tax services to individuals and businesses in a variety of industries. Our clients include physicians, dentists, attorneys, real estate companies, retail businesses and many more. Our firm is affordable, experienced and friendly. Our...
Rappaport Reiches Capital Management LLC
Rappaport Reiches Capital Management, LLC is an independent investment advisory firm based in Skokie, Illinois. Founded in 2005 by David Rappaport and Shari Greco Reiches, the firm specializes in comprehensive financial planning and investment management for individuals, families, and non-profit organizations. They focus on a holistic approach to wealth management,...
Rademacher Financial Inc
This page is a publication of Rademacher Financial, Inc. a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has...
RW RogA Company
With over 35 years in business as both a Fiduciary and a "Fee-Only" advisor, we always work in the best interest of our clients, and offer complete transparency of fees. We have no financial relationship with anyone except our clients.
Through our comprehensive financial planning and portfolio management we help...
Quiet Legacy Planning Group
Some people talk about changing the world. We help you do it.
Quiet Legacy Planning Group helps you enrich, empower, amplify, and inspire your impact through charitable giving.
We also provide consulting & fundraising training services to Canadian Charitable organizations.
Quantum Strategies
Quantum Strategies is a consulting firm based in Philadelphia, PA, with additional offices in Glen Mills, PA, and Washington, DC. Founded in 2012, the company specializes in HR transformation, managed services, and strategic solutions tailored to businesses of all sizes and growth stages. Quantum Strategies emphasizes the importance of effective...
Quantum Financial Advisors
We create individualized wealth strategies by combining expert collaborative guidance with innovative technology.
We take pride in providing simple and elegant solutions to life's complex problems, thereby alleviating financial stress so that our clients spend more time doing what they love most.
Pure Financial Advisors LLC
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor based in San Diego, California. Founded in 2007 by Michael Fenison, the firm focuses on minimizing conflicts of interest and prioritizing client needs. It has grown significantly, managing over $8.02 billion in client assets and serving more than 6,253 clients...
ProVise Management Group LLC
ProVise Management Group, LLC is a fee-based financial planning and investment management firm based in Tampa Bay, Florida. Established in 1986, the company has over 35 years of experience in providing personalized financial strategies to clients across the nation. They operate offices in both Tampa and Clearwater.
The firm offers...
Provenance Wealth Advisors
Provenance Wealth Advisors (PWA) is a financial advisory firm that provides integrated wealth management solutions. The firm focuses on comprehensive financial, estate, and business planning for high-net-worth individuals, professionals, and retirees. PWA emphasizes a client-centric approach, aiming to preserve assets and secure legacies through tailored strategies that combine expertise in...
Protection Point Advisors
Mission Statement:
At Protection Point Advisors, our main focus is to help clients realize their full financial potential. Personalized financial and investment advice and planning, delivered with respect and honesty, are the cornerstone of our practice. We pursue this mission through strategies which helps reduce risk against market downturns even...
Prosperwell Financial
Prosperwell Financial is a women-owned financial advisement practice that uses a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence.
Through an understanding of life experiences and sensible planning, Prosperwell Financial helps clients pursue their goals using an engaging process to build their confidence...
Prosperitas Financial
Prosperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals. Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so...
Kingswood US
Kingswood U.S. is part of the Kingswood Group, a global wealth management company. It operates a network of wealth management firms, including an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure enables Kingswood U.S. to deliver comprehensive wealth management and business-building services tailored for independent financial advisors, combining the resources...
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...
Ketel Thorstenson LLP
Ketel Thorstenson, LLP is a full-service accounting and advisory firm founded in 1936. With offices in Rapid City, SD; Spearfish, SD; and Gillette, WY, the firm employs over 50 CPAs and 21 partners, providing specialized financial expertise to individuals and businesses across the Black Hills region and beyond.
The firm...
Kennedy Wealth Management LLC
Kennedy Wealth Management, LLC, located in Calabasas, CA, specializes in working with individuals and business owners who are 'in' or 'nearing' retirement, by utilizing a unique and proprietary 3 step financial planning process to help them build their retirement wealth, pay less in taxes, and develop income for life...so they...
KatzAbosch
KatzAbosch is a certified public accounting and business consulting firm based in Maryland, established in 1969. It is recognized as one of the largest firms in the Mid-Atlantic region and is a founding member of The Leading Edge Alliance, an international network of independent accounting firms. The firm has adapted...
JT Stratford Wealth Management
For over 20 years, JT Stratford has helped individuals just like you plan for their financial future. Today, JT Stratford, LLC, an SEC registered investment advisory firm, is one of the premier financial planning and investment management firms in the Southeast. The firm provides innovative investment management and employee benefit...