Personal Finance

Explore 3,663 companies in Personal Finance

The business of First National Bank & Trust was founded in 1902. Since that time, only four chairmen have headed up the bank, which remains the oldest family-owned bank in Tulsa County and oldest business in Broken Arrow. Unlike other financial institutions, many customers enjoy the convenience o


MW Expat Solution Services GmbH (previously Blacktower Expat Solutions GmbH) was originally formed as a subsidiary of Blacktower Financial Management (Int) in 2017 to serve the growing needs of the expat and repatriate community of Germany. Due to the 30 years experience Blacktower was able to prov


With over 50 years of experience serving clients in Northeast Indiana, Phillips Financial has grown from a small, family-owned financial services practice to an independent wealth management firm with over 14 associates and 5 managing partners. How did we come so far? It began with our late founder


Hemington Wealth Management provides high net worth individuals and families with a broad range of wealth management services including portfolio management and all areas of financial planning. We are collaborative, accessible and responsive, making it easy for clients to work with our team. •We


First wealth and asset management club at the University of Michigan Ross School of Business


Vertis Wealth

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LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME. At Vertis Wealth, our mission is to empower your financial future with unparalleled foresight and expertise, crafting personalized strategies that secure your legacy for generations. We commit to being your trusted partner, turning complex financial,


We are experienced Mortgage Professionals providing mortgage and refinance services for homeowners and home buyers. We are also hiring mortgage loan originators and branch managers to join our fantastic team. Come see our amazing learning, culture, transparency, and everyone’s desire to help each


Tatum Bank

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Tatum Bank is a forward-thinking, customer-centric financial institution dedicated to offering innovative banking solutions. Tatum Bank provides a full range of financial services and is focused on empowering customers with seamless, accessible banking experiences that foster financial growth, secur


MyFinancier

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MyFinancier is a personal finance platform that uses the best financial literacy practices and a user-friendly web application to transform the managing of your personal finances from a tedious and complicated task to an easy and playful activity.


Kraft Finans AS

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Kraft Finans AS ble etablert i 2001 og er et norsk verdipapirforetak med konsesjon fra Finanstilsynet. Våre konsesjoner dekker tjenestene investeringsrådgivning, aktiv forvaltning og mottak/formidling av ordrer. Vi innehar også tilleggstjenestene utarbeidelse og formidling av investeringsanbefalinge


The Mortgage Dog

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The Mortgage Dog offers a wide range of mortgage options from across the whole of market to meet your financial needs and circumstances. Whether you’re a first-time buyer or interested in refinancing your current mortgage, We're here to guide you through the process.


At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our


Sherrin Partners

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Sherrin Partners is a financial advice firm that focuses on more than just your wealth. We are interested in you, in your goals and in the way you see your future. We will spend time with you to deeply understand your values and priorities as well as what keeps you awake at night. Our mission is to


Croptell

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We’re building Intelligent Crop Finance for crop farmers, empowering them with solutions that improve the way they operate, work, and live. Join the Croptell community…here’s what you get: - Content geared towards profitable farming - Tips on how to leverage your data to save money - A community c


You’ll call it justice and you deserve nothing less than that. We have built a powerful reputation in the community, and we will ensure you receive justice and start recovering, physically and financially. Wright Gray has a proven track record of recovering millions for injured clients. Honest. Fai


Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive


TENCU

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Since 1950, TENCU has been helping individuals achieve their financial goals with products and services designed to exceed expectations. We were founded by a small group of dedicated volunteers guided by their commitment to provide each member with the tools and knowledge necessary for personal fina


Horde

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Fintech, mobile APP, PSD2, Open Banking


We provide financial operational clarity for business owners and provide clear actionable steps to reach their goals.


CSI Group, LLP

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Our professional team of CPAs, (IRS) Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners are grouped into teams centered around the specific client need or industry to provide the highest level of client service. Their experience serving a large an


Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. Brett’s advice and feedback is rooted in real world, real time experience. Brett does


KttiPay

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KttiPay is an iOS and Android app that takes the hassle out of chasing your friends for money. Simply create a ktti for a group holiday, sharehouse or meal, download your free KttiPay card to your iOS or Android wallets, and spend directly from your group ktti! Forget the days of sharing BSB and a


MD Financial's Team of experts provides independent, specialized financial solutions exclusively for doctors. As their personal CFO, we help busy physicians and dentists simplify complex financial affairs, build wealth, and protect their financial future. There are many financial products in the ma


Credit Card Compare is Australia's dedicated credit card comparison platform. Founded in 2008, our mission is to help Aussies make informed decisions on their next credit card.


¿Buscas un Director Financiero para llevar las cuentas de tu empresa al día? Hola!, somos ADMINUS y nosotros somos ese Director Financiero, pero fuera de tu empresa, gracias a nuestro servicio 360 de administración de negocios. Contamos con un equipo humano con una alta experiencia en Dirección Fi


Financial planning, retirement education, and wealth management for those approaching or already in retirement. Information contained in posts should not be construed as a recommendation to buy or sell securities, insurance or other products and services. An endorsement of this individual is not a


SageVault

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Community and platform that empowers individuals and families to approach life’s big decisions with clarity and confidence. From organizing financial and medical records to guiding complex planning workflows, we provide the tools and education needed to navigate aging, plan for the future, and build


Spirit Financial

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Spirit Financial provides professional financial planning consultancy services to individuals, families, and businesses. Located in the heart of Sandyford's business district, and with over two decades of experience, we can provide real and tangible solutions for all of our client's financial needs


Prosperity – An EisnerAmper Company, is a Registered Investment Advisory (RIA) firm. Our advisors work as one to advance your wealth, and help you prepare for a successful future. Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An Ei


Forward Loans

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Personalizing financial services for our clients. Forward is a mortgage brokerage, serving the lending needs of individuals looking to buy homes and customers looking to refinance. Our focus; providing personal and specialized mortgage services to meet each client’s specific needs.


Our mission is simple: We want to earn the right to be your insurance broker by providing you with a wide selection of insurance products and choices, from auto insurance to property insurance and beyond..


Invescon

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Invescon is a company managed by Mr Gagan Choudhry & is focused on bridging the gap between savings & investments and creating long term wealth for investors through a range of simple and relevant investment solutions.


SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their go


IREXA Financial

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At IREXA Financial, we help high-income individuals and business owners create smarter, more tax-efficient wealth strategies. Our approach is collaborative and personalized—we work closely with your CPA, attorney, and other trusted professionals to build a cohesive plan that keeps more of your mone


Vision Mortgage Group was created on the foundation of delivering exemplary service on Mortgage loans in Oregon to everyone we serve. We are a team of experienced mortgage advisors who look to continually make an impact in our communities. Founded by our President, Mark Charlton, we follow the visio


2586 Labs, Inc.

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2586 Labs, Inc. is the umbrella under which beautiful software & thriving communities are built and encouraged. Scroll to learn about everything that we are working on. We are creating a vibrant builder ecosystem with Devfolio. https://www.linkedin.com/company/devfolio/ We are making personal fina


TRUNCUS

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Onze missie: het beheren, beschermen en overdragen van het vermogen van generatie op generatie. Onze visie: wij willen vanuit een one-stop-shopbenadering een antwoord bieden op alle patrimoniale vragen die zich stellen bij vermogende families, ondernemers en institutionele partijen. Truncus biedt


Luna is a specialist discretionary investment manager. It exists to nurture the future for its clients and their families by providing tailored, risk-based investment management solutions to help them achieve their long-term financial goals.


Do Good Points

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Do Good Points is a fintech-enabled marketplace modernizing charitable giving.


Data Mynt

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Data Mynt enables business stable, simple, secure crypto solutions including acquiring and payroll.


At TN Advisory Group, we believe that financial planning is an intricate process that requires a sincere listening ear, an empathetic heart, and most importantly, a relentless commitment towards improving the financial wellness of the lives we touch. Medical advances spur umpteen changes in the ins


As Certified Tax Advisors with decades of tax prep and accounting experience, we help individuals and businesses earn more, save more, and make more empowered financial decisions. We take the extra time and go the extra mile to truly understand who you are, what you need, and how to get there most


VestNow.io

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VestNow.io es una plataforma y comunidad que provee educación financiera personal desde una perspectiva holística. La confianza que tengamos en nosotros mismos tiene tanto efectos en nuestras finanzas como nuestro conocimiento sobre presupuestos y construcción de historial crediticio. Nuestro bien


Integrated Financial Services (IFS) is an income tax preparation company located in Abington, Massachusetts, about 30 minutes south of Boston. IFS can assist clients with personal tax preparation, small business tax preparation, tax planning and projections, resolving issues with the IRS, audit repr


Ethos Financial Group is an investment management, financial planning and wealth advisory firm serving individuals, family offices, and other institutional investors. At the core of Ethos are sound processes and dedicated people. Our practice is designed around tailored service and a driving desire


Rebalance

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Rebalance is an investment firm that provides its clients with access to a fundamentally different and better set of investment options.


Ein starker Partner mit Weitblick für Ihre Finanzen. Die Vermögensverwaltungsgesellschaft Invest-Partners Wealth Management AG wurde 2002 gegründet und ist in Zürich ansässig. Das Unternehmen zählt mittlerweile zwanzig Partner. Wir offerieren ganzheitliche, kreative Lösungen und unser Team besteht


Nibud

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Het Nationaal Instituut voor Budgetvoorlichting (Nibud) gaat voor een Nederland zonder geldproblemen. - We willen een maatschappij waarin mensen kunnen rondkomen met hun geld. We gaan voor veranderingen die mensen met financiële problemen helpen en die voorkomen dat mensen in financieel kwetsbare p


We empower businesses and communities to harness the Bitcoin standard; building and preserving generational wealth.


VacationLand Federal Credit Union (VLFCU) was founded in 1956 by employees of the Sandusky, Ohio General Motors Plant. In 2001, we expanded our field of membership including anyone who lives, works, worships, attends school or has a business or organization in Erie County, Ohio. In 2010, we extend