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Hingham, MA Financial Advisor, Investment and Wealth Management Services
Aequitas Investment Advisors is an independent investment advisory and financial planning firm dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets.
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The Community Foundation of Fayette County helps define charitable needs, connects donors with causes that matters to them, supports nonprofit organizations, and invests charitable assets to make the community a better place to live.
Community Foundation of Greater Muscatine: Giving Greater
The Community Foundation of Greater Muscatine is a 501(c)(3) tax-exempt nonprofit that helps you invest in the organizations and causes you care about most. The Community Foundation manages 115 charitable funds and endowments with assets of over $8 million. These funds are established by individuals, families, businesses and organizations. Together with our donors, we fulfill our mission to strengthen Muscatine County through philanthropy.
Home - Carolina Retirement Planners - Wilmington NC
Carolina Retirement Planners is a registered investment advisor located in Wilmington, NC. We provide comprehensive retirement planning services to people with over 500,000 in investable assets who wish to protect the longevity of their wealth.
KaiLong,KaiLong Group,KFoundation
KaiLong is one of the region’s leading real estate investment management companies. We offer comprehensive investment and asset management services for a wide range of institutional and individual investors. We are dedicated to identifying, evaluating, acquiring and managing quality assets for our investors.
HOME | Whitehawk Advisors
Whitehawk Advisors are a Sydney based, specialist business, tax and wealth advisory practice and accredited accounting service. Dedicated to servicing business owners and high net worth Individuals. Whitehawk design and implement strategic financial planning, financial management, profit improvement strategies, wealth extraction and preservation plans including succession planning. Asset protection and estate planning, business taxation, private tax and superannuation services covering self managed super funds (SMSFs) plus in-depth and tailored business owner coaching and mentoring. We offer clarity and certainty in a complex world.
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Home - Richmond House Wealth Management
Wealth Management We provide holistic financial planning for individuals and companies to help clients achieve their goals and aspirations. We also offer a wide range of services from investment management and pensions, through to inheritance tax planning
The Missing Piece of Financial Planning – Property and Casualty™ - BOAKS Advisors
Chubb’s recent research found that only 28% of advisors address their clients’ P&C insurance needs, even though 77% of successful individuals want their advisors to provide that support and nearly 40% would consider switching to an advisor who provided it. Why would property and casualty exposures relate to comprehensive wealth management and estate planning? What good are estate protecting trusts and LLCs, perfect asset allocation, correctly structured life insurance and even a plan for “asset protection”, if an uncovered property or liability claim can wipe out several million dollars of assets under management? As clients gain wealth, their risks become …
Boston Fee Only Financial Advisor Planner Wealth Manager - Fee-Only Financial Advisor + Wealth Management Boston, MA
Balanced Rock Investment Advisors is an independent fee-only financial advisor offering portfolio management, wealth management, financial planning, and consulting services to people and organizations of all kinds. The Balanced Rock Investment Advisors Philosophy Surviving the test of time requires a thoughtfully crafted and well executed plan. We start by reducing the costs, including taxes, transaction costs, [...]
HOME - www.tobiasfinancial.com
Tobias Financial Advisors provides personalized wealth management services. We are an independent firm of fee only financial planners offering a range of services including investment management, tax planning, divorce financial advisory, planning for business owners, and retirement planning in Miami and Ft. Lauderdale.
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MarinLink offers sponsorship as well as providing administrative support, tax-exempt status, and resources. MarinLink provides consulting services to our projects in the areas of strategic planning, marketing and organizational development. MarinLink University hosts fee-based development workshops to MarinLink projects, Individuals, Small Businesses and Nonprofit Organizations. WHO WE ARE Established in 2003
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Home - Monaco Capital Management
Welcome Cathy Monaco and Ermes Monaco welcome you to their professional advisor site. They joined forces professionally in 2003 to bring together their respective skill sets and believe the “whole” is greater than the parts. They operate a practice offering a comprehensive financial management service including investment management, insurance, estate and investment tax planning, personal Read More...
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Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we...
Home - MWFG
Previous Next Build, Protect and Conserve… Wealth Investments Our advisors can help you manage all of your investment needs. We offer a range of investment products, so whether you are looking to start your first RRSP, or have high net worth investments, we’ll build a plan unique for you. Insurance Specializing in the needs of … Home Read More »
Weiss, Hale & Zahansky Strategic Wealth Advisors - Home
Weiss, Hale & Zahansky Strategic Wealth Advisors offers wealth management services using a unique, strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. Managing partners Laurence Hale, AAMS®, CRPS® and James Zahansky, AWMA® offer portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses.
Home - Greater Toledo Community Foundation
Toledo Community Foundation is the single most flexible institution for charitable giving. We offer an amazing array of charitable giving opportunities – the causes you support, the assets you give, and the form your giving takes can all be customized to meet your own individual needs and interests. All approved contributions are tax deductible. Toledo Community Foundation will send you a receipt for your records when the gift is received.
Home - Tecplix
We enable enterprises to secure their digital assets by offering a range of consulting-led services. Our Trusted Clients What Is Unique About Us? We are dreamers and creators of the “Transformed Digital Enterprise” enacted through our pioneering consulting led engagements. We help you to protect and optimize your investments in Cyber Security and IT, while […]
Home » Multiview Financial Services
Welcome to Multiview Financial Services Multiview is established with the motto of providing comprehensive financial solutions to organizations, business houses & Individuals who seek our expertise. We lay emphasis on creating customized solutions for our clients in the areas of management consultancy, financial planning & investment review, corporate finance, and transaction support across the industry.Continue reading "Home"
Home | Thrive Financial Services
We empower you to navigate today’s complex financial world Grow retirement income Protect your assets Give to leave a legacy Learn How We Can Help THRIVE FINANCIAL SERVICES Retirement Income Planning & Wealth Management It is never too late or too early to start preparing for retirement. Comprehensive financial planning empowers you to live a…
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Financial Planning for Individuals, Families and Non-Profit Organizations Home - Family Management Corporation
Established in 1989 by principals Seymour Zises and Andrea Tessler, Family Management is a New York-based registered investment adviser and broker dealer serving high net worth individuals, families and non-profit organizations. With more than $2.6 billion of assets under management*, we provide attentive professional service and advice across all areas of financial planning. We areRead more »
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Longview Wealth Management, LLC is an independent, fee-only registered investment advisor. We help you simplify your financial life and get financial security and peace of mind. We are saving people from the financial services industry, one investor at a time. We help families grow, protect, enjoy, and distribute their wealth. We also help business owners manage and improve their 401K plans. Call Keith at (952)906-1289 or email keith@longviewwealth.com. See our website at www.longviewwealth.com. Keith Tufte, CFA, President.
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Home - D.N. Fernandes, CPA, PC
This accounting firm was established to provide efficient, expert solutions to businesses and individuals. Our primary services include accounting, income tax return preparation and tax planning. We also offer a host of specialty services to cater to the unique needs of our clients. This practice was formed with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, we care about each and every one of our clients. If you would like to develop a relationship with an accountant that will know your name, get to know ours.
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