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...
KDM Financial and Estate Planning
KDM Financial specialises in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income.
We advocate and embrace a goals and objectives based financial planning process, to provide our clients with tailored and holistic financial advice.
We assist...
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...
KB Family Office
K&B Family Office is an independent multi-family office based in Panama, focusing on wealth management and advisory services for clients in Latin America and international families. Established in 2004, the firm partners with high-net-worth individuals and families to help them preserve and grow their generational wealth.
The firm offers a...
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...
JS Wealth
JS Wealth was founded in January 2017 by Jason Yau. JS Wealth serves High Net Worth Individuals and family trusts and estates.
The mission for JS Wealth is to be the best multi-family office in Asia with outcomes-based planning and bespoke solutions. We believe in simplicity and transparency. We believe...
Joyce Associates PC
We at Joyce & Associates P.C. have prospered because we focus all our energies on the achievement of a single goal: Providing the highest quality tax, financial and estate planning services and business guidance to executives, entrepreneurs and families with substantial wealth.
Specialties
-Personal and individualized attention to your financial...
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
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...
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...
Jigsaw Private Wealth
At Jigsaw Private Wealth we specialise in providing holistic and individually tailored advice that helps to improve the personal lives of our clients by appropriately positioning and protecting what they have today, planning for what they want in the future and how best to achieve these goals.
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.
Jessup Wealth Management Inc
Jessup Wealth Management Inc is a financial services company located in Dayton, Ohio. It specializes in providing comprehensive financial management solutions tailored for individuals, families, and small business owners. The company focuses on personalized service, practical experience, and proactive communication to effectively manage client portfolios.
The services offered by Jessup...
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...
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....
IZALE Financial Group
A boutique firm specializing in executive benefits, BOLI/COLI, fee income strategies, business continuation planning, and estate planning. Our clients' satisfaction is our paramount concern. IZALE Financial Group offers you deeply respected industry experience that spans four decades by providing our clients with extensive pre- and post-purchase services. We pride ourselves...
IWG Corporate Services
IWG Corporate Services is a unique team of seasoned professionals providing executive-level solutions to business owners for their corporate challenges. We assist in business professionalization with Organizational Health Assessments, developing Strategic Flight Plans and providing solutions for bookkeeping & accounting, human resources, paralegal and legal services, estate planning, wealth management,...