Investment Advice
Manta has 46,562 businesses under Investment Advice in the United States
Featured Company Listings
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Categorized under Certified Financial Planners
HELPING YOU PLAN, BUILD WEALTH, AND MANAGE RISK THROUGH A TEAM OF IN-HOUSE TROY, MI BASED FIDUCIARY PROFESSIONALS
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Retirement Planning Service
Investment Management
Financial Planning Services
Parker Wealth Management is a Financial Planning firm servicing individuals with wealth management advice and planning.
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Categorized under Certified Financial Planners
751 Watertown Avenue
Waterbury, CT
(203) 756-7526
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Life Insurance
Long Term Care Insurance
Annuities
Term Life Insurance Plans
Financial Planner
Coleman Financial Advisory Group and it's principal James W. Coleman has a core belief and primary goal of operation to become the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your situation as either the economy, the tax code, or your situation changes over time.
As experts in retirement and estate planning, Coleman Financial Advisory Group has helped many clients over the past 20 years by helping them with retirement income strategies, reducing investment risk, protecting assets, leaving money to children or grandchildren all while living a financially comfortable life today.
At Coleman Financial Advisory Group we treat every client as though they are our only client.
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Investment Advice
Stock Market
Nasdaq
Dow Jones
Nyse
: Jim Wittenmyer - Capitalist Wizard,
I have written computer software for the sake of making investment decisions. This computer program selects stock equities to purchase based on statistical price variance. This reliable source is how I provide Free Investment Advice.
My percentage of gains from the past years investments 13.17 % Last updated from 07/12/13
I buy no more than around $500 worth of a stock at one time. In this way I invest my money in a highly diversified portfolio.
You can Access All of this useful data for FREE at CapitalistWizard.com
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Comprehensive Financial Planning
Investment Advice
Part Time / Interim CFO
Business Financing Services
Business Succession Planning
Newhaven Capital Advisors is an independent financial advisory firm serving families, small businesses and professional practices in Columbus, Ohio.
At Newhaven Capital Advisors, we believe knowledge, experience and integrity are three essential ingredients of great financial advice. We have extensive experience in the CPA profession and company financial management, combined with a deep understanding of the financial markets and how they work. As an independent advisory firm, we are not affiliated with any bank, broker or insurance company. We do not sell any products, nor do we accept commissions or referral fees.
Our goal is to be a trusted financial partner, and our knowledge, experience and integrity enable us to provide world-class services that are always in the best interest of our clients.
Investment advisory services offered by Newhaven Capital Advisors, LLC, an investment advisory firm registered with the Ohio Division of Securities.
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Investment Advisory Services
Investing Services
Management Innovators Inc strives to achieve success by providing quality investment management services to our clients. Our associates are dedicated to offer our clients peace of mind through strong management and sale approaches that focus on improving the value of our client's investments.
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Categorized under Financial Advisory Services
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Business Planning
Life Insurance Agency
Health Insurance
Financial Planning Services
Financial Planner
I have helped several Successful Business Owners and Individuals over the past 40 years. Business Owners: We offer a host of services for business owners that apply whether you have hundreds of employees or only a few. Services: Corporate Executive Services Business Succession,Buy-Sell,Exit Strategies Fringe Benefits,and Insurance I can help identify your needs, educated so you make the right choices.Ultimately designing a strategy to help achieve your goals. Sometimes I find missed opportunity's and or coordination gap's in one's planning. Doing it,and doing it right can make a substantial difference.
Financial Planner, Financial Planning Services, Life Insurance Agency, Business Planning , Health Insurance
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Document Retrieval
Document Retrieval
Business Records Storage Management
Medical Records Service
Roam Scanning provides technology, logistics ,consulting services, document solutions for the Life Insurance, Legal and Medical Industries.
All Company Listings
MANTA VERIFIED
Categorized under Certified Financial Planners
HELPING YOU PLAN, BUILD WEALTH, AND MANAGE RISK THROUGH A TEAM OF IN-HOUSE TROY, MI BASED FIDUCIARY PROFESSIONALS
MANTA VERIFIED
Retirement Planning Service
Investment Management
Financial Planning Services
Parker Wealth Management is a Financial Planning firm servicing individuals with wealth management advice and planning.
MANTA VERIFIED
Categorized under Certified Financial Planners
751 Watertown Avenue
Waterbury, CT
(203) 756-7526
MANTA VERIFIED
Life Insurance
Long Term Care Insurance
Annuities
Term Life Insurance Plans
Financial Planner
Coleman Financial Advisory Group and it's principal James W. Coleman has a core belief and primary goal of operation to become the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your situation as either the economy, the tax code, or your situation changes over time.
As experts in retirement and estate planning, Coleman Financial Advisory Group has helped many clients over the past 20 years by helping them with retirement income strategies, reducing investment risk, protecting assets, leaving money to children or grandchildren all while living a financially comfortable life today.
At Coleman Financial Advisory Group we treat every client as though they are our only client.
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Categorized under Financial Planning Consultants
Whether it’s planning for retirement or saving for a child’s college
education, everyone has investment goals that matter. The necessity of having ready access to
professional financial advice at affordable rates is why Evergreen
Advisors, Inc., in Covington, Kentucky launched. The team of wealth
advisors are dedicated to looking out for the best interests of their investors.Evergreen Advisors, Inc. offers several services that appeal to every aspect
of your life, including:
Retirement Planning: There are many aspects to creating a plan to save for your golden
years. Many people may believe that as long as they are contributing to their
retirement plans, their financial planning is complete. Let the financial consultants
at Evergreen Advisors help you see if you are really contributing
enough to retire comfortably and to come up with a retirement plan that will
fit your lifestyle.Investment Planning And Risk Management: Need assistance moving some of your savings to
a more diversified portfolio, or do you want to review your current portfolio to see if you're getting the maximum amount of return for your investments? The
team of financial planners at Evergreen Advisors will go over your goals to make it happen, including
making strategic moves for education planning and stock option management.Cash Management And Budgeting: Having a realistic plan to pay down debt is an
essential component of financial planning. Evergreen Advisors, Inc. specializes
in creating custom debt management plans to manage credit card debt, car
payments, mortgages and school loan debt.Estate Planning: Many people don't have an estate plan or will. The danger here is the state may have the authority to name guardians
for your children in the event that something happens to you. Evergreen Advisors, Inc. will
record your wishes in a living will, which is a legally-binding
document, so you can feel at ease about your family's security.Evergreen Advisors, Inc. is committed to offering financial planning that
won’t break your budget.For $99 a month, the following services are available through
the MyProPlanner membership program:
Accessibility: With Evergreen Advisors' MyProPlanner, you'll have on-call access to a financial advisor any time you need help.A Plan: The advisors at Evergreen will help you come up with a financial plan for all your big investments and savings.Annual Reviews: Each year, you will have the opportunity to revisit your plan and go over any changes you'd like with
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Categorized under Financial Advisory Services
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Categorized under Retirement Planning Services
No Longer In Business
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Categorized under Financial Advisory Services
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Asset Management
Golden State Financial is an investment and asset management company specializing in multi-family investments.
370 North Westlake Boulevard # 130
Westlake Village, CA
(805) 230-2430
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Categorized under Financial Planning Consultants
Classic Financial is a full-service boutique financial firm that specializes in helping individuals, small businesses and health professionals achieve their financial goals.
As fiduciaries, we pride ourselves on making sure our clients understand and are completely educated on every product and program before implementation. In addition, Classic Financial provides the proper strategies and ideas to protect individuals, families and businesses from unforeseen events. Classic looks at themselves as a “Cradle to Grave” firm.
Our team is a group of professionals that have recognized that no two individuals, families or businesses have the same financial situations or goals. We develop tailored strategies and solutions to reach these objectives. By working with others that specialize in designing programs such as Profit Sharing Plans, Defined Benefit Pension Plans, 401K plans, we help individuals and businesses create deductible opportunities to achieve their retirement goals. In addition, we design diversified investment portfolios according to individual risks by implementing Modern Portfolio Theory.
In summary, Classic Financial & Insurance Services, Inc. looks at themselves as the “Quarterback” for your team. We work with professionals such as your pension administrators, accountants, and attorneys to help provide the most efficient ways of accomplishing your goals, objectives and dreams throughout your life.
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Retirement Planning Services
Retirement Planning
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Categorized under Asset Management
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Buy-Side
Sell-Side
Private Equity / Recapitalizations
Valuation Analysis / Fairness Opinions
Investment Advisory Services
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Categorized under Financial Advisory Services
800 Boylston Street, 16th Floor
Boston, MA
(857) 453-6669
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Categorized under Invested Management
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Estate Planning Consulting Services
Retirement Planning Services
Insurance Services
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Categorized under Financial Planning Consultants
Jerry Lyons, Jr., is the Founder and President of American Senior Resources, Inc., whose primary focus is working with clients to ensure their financial security. He has specialized in working one-on-one with clients since 1992, advising and assisting them in building their retirement and protecting their assets. He is well-equipped to present solutions for many retirement situations. Jerry has the freedom to select among many companies to recommend the most appropriate products for his clients.
107-A Avenue N
Marble Falls, TX
(830) 693-1405
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Categorized under Financial Planning Consultants
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Retirement Education
Participant Education
Benefit Communications
Defined Contribution Services
Retirement Planning Services
InSight is a communications firm that provides programs to help employees understand and properly use their retirement benefit plans. We don't sell investments or plan providers' products. We simply provide objective education, marketing and counseling services that convey complex information in easy-to-understand terms, and inspire plan participants to make informed decisions.
We hear the disappointment expressed by employers and see industry studies that indicate many employee benefit plans are improperly utilized and under-appreciated. The mainstream approach is ineffective, and we know how to make a difference. Our methods have been recognized with numerous awards from national organizations, but more importantly, countless employers and participants continue to reap the rewards.
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Categorized under Financial Planning Consultants
11757 Katy Freeway Suite 1300
Houston, TX
(281) 872-1515
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Financial Advisor
Financial Manager
Financial Management For Business
Financial Planner
Investment Management
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Investment Services
Private Equity and M&A Advisory Firm
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Categorized under Financial Planning Consultants
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Categorized under Investment Counselors
She practices in Corona, CA. Dr. Wheeler also supervises the LOW FEE COUNSELING CENTER. She is a popular presenter and speaker and has presented tools for therapists at local CAMFT chapters. Dr Wheeler is the author of several books designed to teach tools to people interested in releationship and personal growth. Dr. Wheeler has more than 35 years of experience treating both couples and individuals, and she specializes in using TOOLS to accelerate therapy progress and healing. She offers couples the tools to grow out of unhealthy patterns and raise their relationship to a higher level of love. Tools for individual therapy helps clients improve their lifestyle and reduce stress from buried feelings that cause triggers, moods, anxiety, depression and anger. Dr.Wheeler incorporates a blend of conventional and alternatives approaches, drawing upon a wide variety of styles and techniques. Dr. Wheeler offers groups and workshops which make therapy more effective and affordable and are a good supplement to on-going therapy. She also offers training groups to therapists in using tools with couples. Dr. Wheeler is the founder of the Therapist Speaker’s Bureau.
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Categorized under Invested Management
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CD Alternatives
Alternatives To Bank CDS
Alternatives To CDS
Highest CD Rates
Fixed Rate Mortgage Loans
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Categorized under Financial Advisory Services
In Nigeria demand for paints and coatings is forecast to increase 10.8 percent annually through 2015, as the industry continues to favor higher-value formulations to meet future increasingly stringent regulations. The large architectural sector will be the fastest growing market, with the interior segment remaining larger and growing faster than its exterior counterpart. Nigeria demand for paint and coatings is forecast to exceed $0.5 billion in 2015.
Demand is driven by industrial production and the housing market for 165,000,000 people. The profitability of individual companies depends on technological expertise and efficient production. Wealth-Field Paints a start-up company can compete successfully with Dulux Paints and Berger Paints because of the large number of paints and coatings
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Categorized under Investment Counselors
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Life Insurance
Whole Life Insurance Plans
Variable Life Insurance Plans
Term Life Insurance Plans
Mortgage Life Insurance Plans
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Categorized under Financial Advisory Services
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Financial Planner
Financial Services
Personal Finance Services
Business Consulting Services
Investment Services
Weyhill Investment Counsel is an independent, fee-only wealth management firm committed to helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals. For over a decade, we’ve provided personalized financial planning, disciplined investment management, and retirement planning services to individual investors, families, and employer-sponsored retirement plans.
As a fee-only Registered Investment Advisor, we do not sell products, and thus are uniquely qualified to offer you truly objective insight and financial advice. We are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. This independence allows us to remain completely impartial in our counsel regarding your financial assets, giving you the peace of mind that comes from engaging in only the most trusting relationship.
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Wealth Management
Financial Services
Investment Advisory Services
105 Montgomery Ave. Suite 1053
Montgomeryville, PA
(215) 997-5700
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Retirement Planning
Investment
Insurance
Estate Planning
Wealth Preservation
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
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Categorized under Financial Planning Consultants
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Financial Planning Services
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