Personal Finance

Tax planning strategies that build wealth and cash flow. We organize your financial life, run point on strategy, and build sustainable growth.

BiG: Tu banco online de ahorro e inversión. En BiG llevamos más de 24 años trabajando en la gestión de las finanzas de nuestros clientes. ¿Quieres conocernos un poquito mejor? Somos el banco online que te lo hace todo más fácil. Con Banco BiG puedes suscribir una enorme variedad de productos de ah

We are a National Independent Financial Advice firm that offers a modern financial advice service. In 2020 we were awarded the ESG kitemark in recognition of our business approach to Environmental, Social Responsibility and Governance matters. We have over 12,000 clients and hold assets under infl

Civic Financial a multigenerational financial planning and wealth advisory firm committed to optimizing financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financi

Lysander Funds is an independent, Canadian investment fund manager owned by our employees. Our goal is to empower our clients with insight and expertise to make wise investment decisions. Lysander funds offers actively managed mutual funds, pooled funds, and exchange traded products across globa

We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to

Our core value is "To Glorify God and Serve People"​ As holistic and independent investment planners located in Waynesboro, Va., we offer financial planning, estate planning, investment services, and various types of insurance. With 20+ years in the financial industry, we make it our personal missi

We harness the power of innovative technology to craft accessible, user-friendly solutions tailored to the unique needs of our customers. We aim to revolutionise the way people manage their finances, making it seamless, secure, and accessible to all. OrangeTech believes that financial services shou

Hamilton Point manages all aspects of client wealth from the investment approach to coordination of complex tax, retirement and estate planning. We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it

We help small businesses stay financially sharp with: 📒 Bookkeeping 💰 Payroll Services 📊 Outsourced CFO Support 🧾 Tax Services

GP3 are Independent Financial Advisers providing pension, investment and estate planning advice without the jargon. With 20+ years of experience and trusted with over £150 million of client assets, we pride ourselves on our personalised service and high levels of integrity. We help our clients to a

At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. We adhere to time-tested disciplined methodologies of financial and es

Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape. Our journey has been built on trust, as clients have entrusted us with nearly $900 million to oversee. We offer a full spectrum of services, from inve

Truly comprehensive wealth management services for an intentionally limited clientele.

IMAN is a 500-backed interest-free banking infrastructure enabler for banks, with the HoldCo being registered in Delaware. Our mission is to enable 2 billion Muslims worldwide to invest and get funding ethically according to their beliefs.

At Ridgeline Wealth Planning, we walk with clients to help them discover their goals, design a plan and celebrate their success. Our heartbeat is to guide our clients with genuine care. When it's time to make life's biggest decisions, our team is there to sit on your side of the table. Seeking to ex

Palm is a tech startup focusing on wealth management. We help you protect your most valuable priorities. Whether you want to protect your family, employees, capital, or future, PALM is built for you.

Our philosophy is conservative and long-term, with an emphasis on wealth accumulation, preservation, and distribution. We believe that investment decisions should be made according to each client's unique financial situation to help you achieve your goals, hopes, and dreams. We seek to provide an in

At kwantify.be, we offer operational finance services nurtured by business data analysis, to help small and mid-sized businesses make informed decisions. We collaborate with business leaders to optimise financial strategies, bring value-added to current and future costs and identify revenue opportu

Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom. Persium consists of these teams: WEALTH MANAGEMENT FOR BUSINESS OWNERS We specialize in advising business owners on how to create wealt

Financial Planning firm located in Sciota, PA. Focusing on retirement income planning, capital preservation, social security planning, medicare planning, estate planning and legacy planning.

At Legal & Medical, we specialise in providing tailored financial advice and investment planning solutions to clients in the medical and dental professions. All of our Independent Financial Advisers (IFA's) are highly skilled and experienced in providing an individually tailored financial planni

JustMoney empowers you to make good money choices, setting you on the path to financial freedom. We partner with reputable service providers to offer you personalised financial solutions, based on your budget and needs. Visit our website to access: 1. Competitive credit, including vehicle f

Sound Bookkeepers is more than a bookkeeping company. We serve two very important purposes. First is the recording and reporting. This is the basic function of bookkeeping, what did you earn, what did you spend money on, and what do you need to report to the state and federal government? These ar

WiserAdvisor.com was founded in 1998 to ensure a high-quality fit for both consumers and financial advisors. We are an industry leader in helping screened motivated investors get connected with up to 3 qualified financial advisors. Our nationwide network includes financial advisors from large fortun

Blue Marina Assets Management Limited is a private company registered in Nigeria, specializing in premium asset management and investment solutions. Established in 2024, we focus on delivering innovative financial strategies to individuals, institutions, and corporate clients. Our core expertise lie

Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. The firm’s personalized, disciplined process helps clients achieve financial peace of mind in

The Estate Planning Council of Cleveland is a local organization in Cleveland, OH of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in

Our Story D.S. DRELICH & ASSOCIATES· D. S. Drelich and Associates, Inc. is an independent financial planning firm specializing in retirees, those transitioning into retirement and the transfer of wealth to their families. We understand that the planning process for a 65-year old retiree is different

Basically, I’m the biz bestie you always hoped for, the kick-in-the-ass that you might sometimes need, and the support that will hold space for you as you blossom into your Next Level of success in life and business!

TRU Federal Credit Union is more than just a financial institution – we are your trusted financial partner. As a federally insured, member-owned credit union, we are dedicated to empowering our members and enriching their financial well-being. With a focus on Trust, Respect, and Unity, TRU Federal C

Understanding your finances should be Simple, Effortless, and Affordable. JK Accounting Group is a fully remote accounting & tax advisory firm with a dedicated team of accountants ready to provide a full range of accounting and bookkeeping services. Our experience in advanced technology eliminates

✔ - Independent ✔ - Authorised and Regulated by the Financial Conduct Authority ✔ - Utilising 'best of breed' technology ✔ - WKM Wealth App (available on iOS & Android) ✔ - Financial Planning includes regular meetings and Cashflow forecasts ✔ - In-house Discretionary Investment Management - using ou

Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, ple

Our History Bay State Savings Bank's roots extend back to 1895, when 114 spirited citizens of Worcester gathered together and pledged a total of $7,660 to establish a new savings bank in the city. They made good on that pledge, and on May 16, 1895, Bay State Savings opened its doors for business on

Vellum was created to elevate your mortgage experience. Our mission is to provide unparalleled transparency in the loan process, backed by a lasting commitment to quality and integrity as indicated by the principles of the name we’re founded on. We’re redefining the mortgage process. What is Vellu

beatvest is a platform that offers both educational and financial tools, making it simple to understand investing and finance. By using their platform to learn about investments and financial tools from the ground up, users may become experts at making financial investments.

About the Paid Leave Authority The CT Paid Leave Authority serves a growing need in providing financial relief to Connecticut families, allowing individuals to care for a loved one, or themselves, without having to worry about lost income. OUR MISSION At the CT Paid Leave Authority, it is our missi

Wall to Main is a multifamily operator specializing in finding and structuring investment opportunities for everyday investors, especially those looking to self-direct their retirement accounts. We utilize the real estate industry's first and only UBIT Calculator to find the most tax-efficient inve

LeafHouse Financial provides discretionary investment services and creates packaged retirement solutions.

Esteem Wealth Partners is an independent financial planning and investment management firm backed by the extensive resources and elite strength of Northwestern Mutual. Through our comprehensive planning process, we use a unique goals-based approach to develop your financial plan and deliver on our m

Here’s a mantra to carry with you for the next year, “You can find better!” For too long, providers across the vehicle insurance, medical aid, and life insurance industries have been sitting pretty. They’re all over our airwaves advertising their “competitive” premiums and telling you what great de

At Messmer Capital, we believe everyone deserves a plan built and managed to their individual goals and objectives. Your ­financial situation is different than that of your parents, your neighbors, and even your closest friends. A cookie-cutter approach won’t cut it. We partner with individuals to

Located in the heart of Long Island, NY, Lite, Porchia & Fernan is a dedicated personal injury law firm committed to advocating for the rights and interests of those who have been wrongfully injured. With a reputation built on trust, integrity, and relentless pursuit of justice, our firm stands as a

You've aspired, you've arrived now let Jaspir take care of those things you don't need to anymore! Jaspir is your real live-person virtual personal assistant you interact with via app or web service

Joshi Law Group is a firm comprised of dedicated and passionate attorneys, led by founder D. Milie Joshi, Esq. We represent clients in civil litigation, elder abuse litigation, personal injury, alcoholic beverage law, and debt solutions, including bankruptcy. We represent clients in all of Southern

Here at TRADEway, our mission is to break down the confusing world of finance so that our students can understand it. We glorify God through family, money, and business, by teaching business from the Bible, reviving the entrepreneurial spirit in America, and empowering individuals to take control of

The Financial Empowerment Network (FEN) is a nonprofit 501(c)3 in Washington state dedicated to helping low and moderate-income people become financially stable. Our mission is to advance financial empowerment through partnerships that support access to affordable, effective, and relevant services,

Aku offers easy payments, simple banking - for everyone. Send / receive money and pay bills via USSD, app, cards + more. We’re a digital bank licensed by the CBN, on a mission to help Africans get paid and grow.

Cardif Lux Vie est une compagnie d’assurance vie luxembourgeoise qui se positionne parmi les acteurs majeurs du marché. Détenue par un actionnariat solide (BNP Paribas Cardif et BGL BNP Paribas), elle conjugue avec succès savoir-faire local et expertise internationale afin de répondre aux besoins