Phoenician Financial Planning seeks to identify what our clients value. Everyone has unique dreams, goals, needs, and desires. Our job is to discover what money means to you: retirement, a child’s education, your own business, a home, or simply peace of mind… obtaining these things is why you work so hard. Once your goals are understood, we will work together to build an individualized plan that allows you to achieve them.

Services: "Financial Planning , College Financial Services , College Financial Advisor , Financial Aid , Scholarships" Payment Types: Visa, MasterCard, Discover, Check Business Hours: "Monday 09:00 AM - 07:00 PM Tuesday 09:00 AM - 07:00 PM Wednesday 09:00 AM - 07:00 PM Thursday 09:00 AM - 07:00 PM Friday 09:00 AM - 07:00 PM Saturday 09:00 AM - 07:00 PM Sunday Closed - Closed "

Donald J. Shelton, CFP®, APMA® Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ professional Oquirrh Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.

Serving Ocala, FL for over 20 years, E J Cleve Watson CPA has been your local accounting leader for all tax needs. We are proud to be define excellence within the industry and are active members of the Florida Institute of Public Accountants. We work for you and not the IRS! E J Cleve Watson, CPA and his team offer tax preparation, bookkeeping, compilation services, audits, back tax returns, Quickbooks setup, IRS correspondence and much more. Our expertise covers personal accounting, non-profit accounting, corporate and s-corporate accounting, estate and trust accounting. Our firm guarantees efficient and honest accounting and tax services, delivered with courtesy and integrity. We are always available to talk to you about your accounting needs, call today to set up an appointment with one of our knowledgeable accountants!

As an AXA Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future.

I will work with you to thoroughly understand your current financial situation while also looking at short-term and long-term financial goals. I will provide you with solid financial guidance helping to ensure you are educated on the topics that matter most to you, from education savings options for your family to long-term investment strategies for your retirement. As you approach retirement I will help you make the most of what you have saved and establish a smart and careful plan for managing those savings so you can continue to spend throughout your retirement. Through this work I will help ensure that your financial plan works for you today and in the future.

Manchester Capital Management is a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept.

Our team is led by Founder, Chief Executive Officer, Tom Moran, Senior PIM Portfolio Manager; ranked by Barron's as the #1 Advisor in SW Florida for the past 10 years. In addition to three CERTIFIED FINANCIAL PLANNERTM Professionals, two Certified Financial Analyst charterholders, three Master of Business Administration (MBA) degree holders and a Certificate in Investment Performance Measurement (CIPM) holder, our team includes 28 people dedicated specifically to serving existing clients. We're here with attentive, professional client service to answer your questions and make sure you're informed every step of the way.

Award-Winning Financial Planner & Mentor to Aspiring Financial Professionals: Delivering Your Dreams, One Plan at a Time Business Name: Jonathan E Taylor - Northwestern Mutual Business Owner Name: Jonathan E Taylor Address: 875 3rd Avenue 23rd Floor, New York, NY 10022, United States Phone: 347-723-7428 Email: [email protected]

To help clients prosper and achieve financial independence by delivering quality products and services with the highest levels of professionalism and integrity. Since 1982, Central Financial Group has delivered quality insurance, investment, and financial planning strategies to individuals, families, and business owners across Iowa and beyond. Our team of experienced insurance professionals and investment advisors is committed to helping you find a policy or plan that fits your specific needs. We focus on providing personalized attention and exceptional customer service to create an experience ' difficult to find in ' market.

Our personal goal is to provide you with guidance that can help you understand and better define your financial goals so we can help you develop, implement, and monitor strategies designed to address your individual objectives. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

Accounting Advantage provides high-quality bookkeeping, accounting, and tax services to small business clients, at affordable prices. Based on our 3 Core Principles of Professionalism, Responsiveness, and Quality, our accounting specialists strive to serve our clients in an outstanding manner.

Every day, MMI helps thousands of people overcome their toughest financial challenges. Credit counseling and debt repayment plans available online and by phone 24/7. Call for office appointments.

Norseman Advisory Group, Inc. specializes in : * Pre- and Retirement Solutions * Advanced Retirement Income & Distribution Strategies * Wealth and Asset Management * Income Planning * Social Security Maximization * Legacy for Loved Ones * Insurance Solutions Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Norseman Advisory Group, Inc. When you hire us to plan for you, we don’t work for an insurance company or a particular money manager; we work for you. We think this is how business should be done in the financial world, and we are very proud of our commitment always to put our best foot forward. We offer our prospective clients an initial complimentary consultation where we take the time to discuss your current situation. This helps you and us decide if working together would benefit both of our benefits.

Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and financial planner located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wealth management services help individuals enjoy life without the stress of money.

At Cardinale Financial Group, we offer tax services to streamline your tax season and filing. We welcome individuals and businesses alike to enjoy our precise and detailed tax offerings. Our team of CPAs combines decades of experience and valuable insight to help you save money while remaining compliant with tax laws.