Personal Finance

LAMAR BANK & TRUST COMPANY has been recognized for service and convenience in Missouri for more than 95 years. We consider ourselves a one-stop shop, and we strive to give our customers the complete experience, including a variety of services and products to meet all financial levels and needs.

We understand that not everyone is a financial guru, and that’s perfectly okay. We cut through the complexity and present our clients’ financial story in a simple, easy-to-understand narrative.

We are more than a traditional firm who prepares taxes or recommends investments. With Edge Financial, you get a complete financial advisor. Our team of CPAs and Investment Advisors work together to handle your tax and wealth management needs. We utilize high-caliber individualized strategies to ma

Retire Easy is an online resource to help people plan and prepare for retirement. Our site provides information and tips on a wide variety of topics, from financial planning to working in retirement to planning for a retirement party. Come visit our site to learn about different products and make

The purpose of TruGrocer Federal Credit Union is to ensure its members are provided convenient, innovative, meaningful, and value-added 'no and low' cost financial services that demonstrate the Credit Union's commitment to: 1) the grocery industry 2) fast, friendly service 3) member financial lite

Oujo Wealth Strategies puts your interests above all else. With transparency, accountability, and successful financial strategies, we build strong relationships that stand the test of time. We're built on openness, communication and personalized service. What does that mean for you? It means we p

Intuitive Mortgage Company was formed to create a unique mortgage experience. Jason is a certified Dave Ramsey Financial Coach and is also passionate about creating more happiness and fun in the world. Our finance process takes a holistic approach. We will take a deep dive into our client’s budget a

RAFA is an advanced AI powered assistant that simplifies and optimizes data driven investing.

Guardians Credit Union is a full service financial institution headquartered in West Palm Beach, Florida with convenient full service locations throughout Palm Beach County. We have been exceeding our members' expectations since 1953.

Poria Financial Planning is a rapidly expanding financial planning firm with 70 employees and a satisfied clientele of over 4,000. We specialize on personalized financial planning tailored to high-net worth and affluent individuals, and managing all financial products for our clients: ▪ Building a

Boom is reinventing the way to buy, sell, and invest in small businesses by creating an end-to-end platform powered by proprietary AI technology and high-touch customer service. Our mission is to help every American achieve financial freedom and to make business ownership simple and accessible for e

Our mission is to deliver personalized, artistic services by an educated, dedicated team in a positive, God-honoring environment.

Collective Financial Planning Ltd comprises of an expanding team of experienced Financial Advisers with offices in Milton Keynes who provide both face to face and virtual financial planning for both individual and corporate clients. We are conscious that even for the most experienced investor finan

We offer comprehensive financial solutions to help you manage your finances, protect your family, and grow your wealth. Since 1910, we've proudly served Arkansas with exceptional financial services and personalized care. As an employee-owned institution, we are committed to your financial success.

Justhome is on a mission to help people own their home. We are proud to be pioneering new ways to embed home financing into the homebuying journey. Justhome's technology allows homebuyers to view personalized mortgage offers at the digital point-of-sale, seamlessly integrating its service with real

Traveka Wealth is an independent registered investment advisor providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives

Award-winning Chartered Financial Planners, founded in 2001. SG Wealth Management was the first financial services company in the UK to provide high-quality wealth management and financial services to individuals, trusts, charities and companies exclusively on a fee basis. With offices in Norwic

WillJini is India's most trusted Succession services Expert. Established in 2014, WillJini was the pioneer in launching an 'Online Will writing' solution wherein users can make their Legal Wills Online. Over the past 9 years, WillJini has managed to gain the trust of thousands of users and also I

The Rural Financial Counselling Service was created to provide eligible rural businesses with unbiased, independent, expert, confidential support - to formulate options for the best way forward for their operation. It is an independent, not-for-profit, organisation whose services are provided at no

As part of deVere Group, one of the world's leading independent financial consultancy, deVere Spain provides trusted, independent financial advice to expatriates and international investors based in Spain. deVere Spain offers various financial planning solutions in Spain to cater for your personal

Stock Target Advisor is a Canadian-owned company, located in Waterloo Ontario, Canada’s technology hub. Our mission is to democratize financial information to help investors across the world make informed investment decisions based on both what market analysts are saying, automated primary financial

Status Money is a social personal finance app that enables people to compare finances and crowdsource advice from peers.

Credit Repair of Florida is dedicated to empowering individuals on their journey to financial freedom. With over two decades of experience in credit restorationt, our team offers personalized credit repair solutions to help clients overcome credit challenges and strengthen their creditworthiness.

Our Goal Is to Serve You, Not Sell You At our office, we believe in providing unbiased guidance, free from any restrictions imposed by companies or their employees. Our dedicated agents are empowered to explore all options to ensure they find a suitable solution for each client’s unique situation.

Financial Advisory and Insurance Brokers

Being a parent isn’t easy, but investing in your child’s future should be. We understand that parenthood is one of life’s most joyful yet overwhelming journeys. Planning your child’s financial future can feel like just one more impossible task – but you don’t have to do it alone. Our platform is b

A World Technologies: Building the Future of Fintech A World Technologies is a pioneering fintech company shaping the future of financial transactions. We develop innovative digital wallets and solutions that empower individuals and businesses to manage their money seamlessly and securely. Here'

REDVision Technologies is India’s No.1 Fin-Tech brand fulfilling all needs of Mutual Fund Distributors through digital wealth management solutions. We build solutions that allow MF distributors and advisors in managing the portfolio and assets of the clients through the software. Our product line in

At Berkshire Associate LLC, we specialize in personal and business tax services, tax planning and preparation, bookkeeping, consulting, and CFO consulting. Our experienced team is dedicated to enhancing your business's financial health and success. Let's connect and achieve your financial goals toge

Personawealth is a financial wellness technology company revolutionizing the way individuals and families approach their financial lives by addressing the deeper psychological, behavioral, and emotional dynamics driving financial decisions. We exist to help people redefine their relationship with mo

Des hypothèques moins coûteuses et plus avantageuses pour les propriétaires et les courtiers du Québec | Mortgages that cost less and do more for Quebec homeowners and brokers.

We develop and operate innovative products that solve challenges in financial systems and provide investors with choices they didn't know they had.

WealthCare Connect is a free financial resource center where you can obtain efficient solutions to transform your financial goals into a reality.

As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift

Arch Capital provides highly qualified and independent financial advice, tax guidance, and self managed superannuation expertise. We believe that successful wealth management is all about personal relationships. We take the time to understand your needs and goals, ensuring both your and your famil

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. All the advice Prospera Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal

OUR SERVICES Only two things are certain in life – paying taxes and dying. At UK Will Writing we can certainly help mitigate taxes but we haven’t yet perfected the art of eternal life. What we can do is help you prepare and plan as fully as possible to make your final passing more of a celebration o

At Simplicity Financial Planning, our advisors take pride in setting themselves apart by offering holistic financial planning that truly encompasses the essence of your unique financial journey. What makes us different is our unwavering commitment to understanding not just the numbers, but your as

The Canadian Association of Financial Institutions in Insurance (CAFII) is a not-for-profit industry Association dedicated to the development of an open and flexible insurance marketplace. Our Association was established in 1997 to create a voice for financial institutions involved in selling insura

MBM is a full service wealth management company that provides comprehensive strategies coordinating our clients'​ investment, insurance, tax, and estate planning needs. Our goal is to help you maintain the standard of living to which you have become accustomed. We believe that wealth management

CNB was founded over 30 years ago by a group of banking leaders focused on serving the needs of the local south-central Texas community. Over the years, that mission has expanded beyond the traditional role of a bank to that of an institution with the experience and expertise to answer the important

Founded in 1985, Philip J Milton & Company was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million. We are delighted and proud to offer a fully independent financial and investment planning service and we advise upon all aspects of clients’ financia

CBM provides bespoke mortgage advice to high net worth individuals in the UK and overseas. Following many years experience in the financial services industry, we pride ourselves on being able to solve complex situations in a timely fashion, facilitating property transactions for clients and their i

Summit Funding Advisors offers a wide variety of residential mortgage loans to meet your needs. Headquartered in Atlanta and serving all of Georgia and Florida, Summit Funding Advisors’ mission is to deliver the highest quality service to its customers. We are dedicated to working closely with our

We are building a platform to track an all encompassing financial portfolio and forecast it into the future. This system will aid in selecting investments and making life’s major decisions. Intuitive, robust, and secure, our product will be designed for those embarking on their journey, at its midpo

At Hola Prime, transparency isn’t just a promise - it’s the cornerstone of everything we do. We believe that clarity fosters trust and trust empowers traders. From clear, upfront terms to a detailed Price Transparency Report comparing our price feeds with trusted sources like TradingView, we ensure

Arbor Home Loans is your leading provider of home loans, dedicated to helping individuals and families secure the financing they need to buy, build, or refinance their homes. We are here to make your homeownership dreams a reality. CalCon Mutual Mortgage, dba Arbor Home Loans NMLS # 46375 (www.nmls

Money Crashers is a personal finance media company sharing knowledge and information to help people "Turn the Tables on Money".

Legacy Wealth Management is a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges. Our firm mission is to serve our clients as trusted advisors, helping them reach their financial goals. Legacy Wealth Management Advis

Arch Capital is an independent multi-family office and expert wealth manager that only acts in your best interest. Arch Capital is licensed by Saudi Capital Market Authority license number 20214-32 dated 11/11/2020 to managing investments, operating funds, arrange securities, and provide advice in s