KB Financial Companies LLC
KB Financial, now part of OneDigital, is a financial services company established in 1983. It specializes in providing integrated financial solutions, focusing on wealth management, family office services, and corporate advisory services. Following its acquisition by OneDigital in 2022, KB Financial has enhanced its offerings within the wealth management division....
Kaplan Wealth Advisors
From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing needs.
We combine a proven, evidence-based investing strategy with ongoing research and management as we will build an investment portfolio that aligns with your goals.
We want...
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...
Jones Advisory Group LLC
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy...
Johnson Brunetti Retirement Investment Specialists
Johnson Brunetti, also known as JB Capital, is a financial advisory firm located in Wethersfield, Connecticut. Founded in 2003, the firm became a registered investment advisor with the U.S. Securities and Exchange Commission in 2014. As a subsidiary of Financial Retirement Solutions, LLC, Johnson Brunetti specializes in retirement and investment...
JNBA Financial Advisors
Minneapolis-based JNBA® Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life's most important decisions through an advice driven by advocacy® approach. As a fiduciary, we deliver customized strategies to help maximize clients' resources through financial life planning and investment management. As a 45-year-old...
JMG Financial Group Ltd
JMG Financial Group, Ltd. is an independent, fee-only wealth management firm based in Downers Grove, Illinois, with additional offices in Chicago. Established in 1984, the company provides a range of financial advisory services to high net worth individuals, families, trusts, pension plans, business entities, and charitable organizations across the United...
JL Smith Wealth Tax Planning
JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else. Our goal is to empower individuals and families to make informed financial decisions that align with their life goals and aspirations.
Led by an esteemed team...
JH Pierce Wealth Management PC
- Advisors NOT Salesmen
JH Pierce Wealth Management PC was founded to bring honesty and integrity as a focus to financial planning. With over 15 years of financial experience, our business model was designed from the top down to correct areas we didn't agree with in the current financial services...
JH Whitney Investment Management
J.H. Whitney Investment Management is the public market oriented firm that was formed by J.H. Whitney & Co., one of the longest standing and best performing Private Equity firms in the world. Since its founding in 1946 by John Hay Whitney, the firm has developed a tradition of innovative investing...
JFS Wealth Advisors
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life.
Since 1986, what began with Bob Jazwinski and a one-person office in Hermitage, PA, has evolved into a team of in-house subject...
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...
JD Paramount
As a multi-family office, JD paramount's core mission is to guide our clients to a more secure and prosperous financial future. We focus on pursuing opportunities around the world to deliver investment and advisory solutions that can help preserve wealth, diversify private investment portfolios, and generate steady cash flows for...
JCN Financial Tax Advisory Group LLC
Financial advising shouldn't be a one-way conversation. At JCN Financial, we not only provide you with tailored guidance, but make sure you understand the how and why behind the way your investments and taxes work.
JCBank
JCBank has been an independent financial leader since 1900, providing a full range of traditional banking and other relevant services to its customers. JCB is guided by the core values of honesty, encouragement, accountability, respect and teamwork, which are at the HEART of the organization. With convenient locations throughout south-central...
Jaffe Tilchin Wealth Management
Jaffe Tilchin Wealth Management is a financial services firm based in Tampa, Florida, specializing in integrated wealth management, insurance, and financial planning. Founded in 2007 by Lou Tilchin and Scott Jaffe, the firm manages approximately $375 million in assets with a team of 28 professionals. It operates with Fidelity as...
JAG Capital Management LLC
JAG Capital Management actively invests for institutions and individuals in highly selective, customizable, and nimble equity and fixed income strategies. JAG is boutique, independent, and employee-owned.
JC Flowers Co LLC
J.C. Flowers & Co. is a private investment firm based in New York, founded in 1998 by J. Christopher Flowers. The firm specializes in investing in financial service companies around the world, utilizing its extensive industry knowledge to identify opportunities and create long-term value.
Led by a team of experienced...
Isthmus Partners LLC
Isthmus Partners serves individuals and families; institutions; and financial advisors. We are your trusted partner in planning, executing and managing investments with disciplined methodologies and proprietary processes that focus on high quality equities and independent valuations.
Our client relationships are guided by honesty, transparency, and performance, and we value enduring...