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...
Keystone Financial Group Ohio
We are a full-service financial firm based in the Columbus, Ohio area. We offer personalized financial services that create confidence and certainty during all phases of life, utilizing a variety of methods, customized strategies, and financial tools to help you grow and protect your wealth.
As a holistic planning firm,...
Keystone Financial Group
Keystone Financial Group focuses on helping you maximize your future financial standing. We can assist you in savings and wealth management plans that are right for you and your current financial status. Most of all, we ensure you a level of customer service and interaction that is genuinely personable.
David...
Kendall Capital Management
Kendall Capital Management is an independent investment firm located in Rockville, Maryland, with additional offices in South Carolina. With a 20-year history, the firm provides financial services to a diverse clientele across the United States, focusing on personalized wealth management.
Founded by Clark Kendall, who has over thirty years of...
Kelley Mullis Wealth Management
Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients.
Kelley & Mullis...
Keel Point
Keel Point is an independent wealth management and family office advisory firm based in Washington, D.C. The company specializes in serving high-net-worth individuals, multi-generational families, and institutional clients. Keel Point focuses on providing strategy-based, individualized solutions to help clients manage their financial responsibilities and achieve long-term goals.
The firm offers...
Keebeck Wealth Management
Keebeck Wealth Management is a boutique independent registered investment advisory firm based in Chicago, Illinois. The firm manages $1.6 billion in assets for 111 clients, focusing on high-net-worth individuals and institutions across several states, including Arizona, Florida, and Texas. Led by CEO Bruce K. Lee, Keebeck emphasizes strategic partnerships and...
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...
JTC CPAs
No one can be an expert in everything, and that includes business owners. There are simply too many complex laws and regulations surrounding business operations today for any one person to know it all. That's where we, as accountants, come in. We can help you understand the financial implications of...
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 CPA
Sandra G. Johnson, CPA, P.C. is an accounting and tax practice specializing in the needs of individuals and small businesses. Our practice provides day to day assistance to small business owners in the areas of business consultation, bookkeeping, income tax, sales tax and payroll tax preparation. Our individual clients get...
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...
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...
JGP Wealth Management
As financial advisors in Portland, OR, we focus on helping entrepreneurs, business owners, divorcees, Nike leaders and publicly-traded company executives address their financial concerns.
JES Professional Services
We provide guidance and shed light on your financial future by cultivating personal relationship, applying the law to your strongest advantage, and continually seeking opportunities to improve your relationship with money and drive profitability. We are here for you and your business, year round and life long! We are your...
Javis Financial Services LLC
Above all else, Javis Tax Service is committed to provide professional, competitively priced tax preparation services, while protecting our clients personal information. In recognition of this commitment we strive to deliver excellent customer service. One of our goals is to connect our clients with the most up-to-date tax law information....
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...
Itasca Bank Trust Co
Itasca Bank & Trust Co. is an independent community bank based in Itasca, Illinois, established in 1948. With over 77 years of experience, the bank focuses on providing exceptional banking services to individuals, families, and businesses in the local area. It operates under a state charter and is regulated by...