Personal Finance

At Greater Gotham Bank, we practice True Relationship Banking, where trust, knowledge, communication, and access are paramount to your organization’s finances. Your Greater Gotham Bank personal banker will establish and maintain an individual relationship with you, allowing us to understand your org

Lending more than just a helping hand.... We are VIP Mortgage. Providing Financing for homeowners in Ohio, Kentucky and Virginia. Refinance - Purchase - Debt Consolidation Call us today to see how we may be able to make a real difference in your current mortgage financing.

An independent Registered Investment Advisor here to help you understand your current financial landscape, develop a plan to keep your money aligned with your values, and free up your time to focus on what matters most to you.

Jersey Shore Federal Credit Union is a member-owned, not-for-profit financial cooperative. We were built on the "People Helping People"​ philosophy and that remains true today. Our mission is to provide quality services to meet the financial needs of our members. We are committed to serving our mem

Expert bookkeeping, tax, and payroll services for individuals and businesses 💲 Offices in Fredericksburg, VA, and Katy, TX 📍 With over 25 years of C-level leadership experience, our team delivers personalized results to help you keep what you earned 💰

Southern Cross Credit Union has been serving the financial and banking needs of the Northern Rivers and South East Queensland communities since 1966. We employ over 80 people from across the region, are the trusted banking partner of over 20,000 customers. As a proud community-based organisation, pe

Proper Retirement is a full-service financial and retirement planning firm in Wayne, PA. Acting as your family CFO, we educate families on their current financial situation and provide comprehensive planning to navigate all the complexities of retirement. Our services include: Tax Planning Cash F

Dempsey Financial Solutions is based in Salthill, Galway, Ireland. The team is headed up by founder Padraic Dempsey who has more than 25years of experience in banking, financial planning and debt restructuring. He set up the Galway office of Financial Engineering as part of the Independent Trustee

Robyn Crane, CFP® is committed to helping female financial advisors grow their businesses the woman's way. The women we work with are driven and committed to helping people and making a bigger impact. They have no problem working hard, but are sick of using unpredictable prospecting and acquisition

Eamon Capital Management is a fee-only, registered investment advisor providing holistic wealth and investment management services to individuals and families as well as institutional investors, financial advisors, tax planners and other professional service providers. #eamoncapitalmanagement

Barometer Capital Management is a Toronto-based wealth management company that specializes in tactical, multi-asset portfolios for families, foundations, and endowment funds. At Barometer Capital Management, we take an active management approach to investing. Our investment process provides both ob

Evergreen Credit Union is on a mission to be the most environmentally responsible credit union in the nation while continuing to deliver amazing service to our members. We do all the normal things you expect a financial institution to do (checking, savings, loans, credit cards, etc.); but we chose

Since 1936, Intrepid Credit Union has taken pride in offering its members a complete range of financial products and services that provide convenience and money-saving opportunities. We serve our members at four full-service branches. Additionally, we offer our members the latest in technology as

Our full-service financial team guides closely-held Main Street and Middle Market businesses through critical transactions and transformations, from the most routine through the largest and most complex. Engaging with companies primarily valued at $.5-25 million, Our team provides financial advice t

Zero Day Capital is a Registered Investment Advisory firm, committed to a fiduciary standard for our clients. We are an innovative, client-focused, and forward-thinking firm designed to help individuals and businesses navigate the future of personal finance with confidence.

Credit where it's due. Our mission is to make credit scores that reflect real people. We believe people are diverse, and credit assessment should consider a diversity of data. It’s no longer ok to look at just one data point to assess people. We are more than one number. The Begini score is focus

iGrad, the product owner of the Enrich platform, is a leading financial technology company operating under the Aztec Software family of brands. Our mission centers on academic upskilling, promoting financial literacy, and driving behavior change to empower individuals in their financial journeys. S

Market Advisory Group provides retirement planning by combining the core four services: financial advising, taxes, estate planning, and healthcare. This system allows us to communicate between the services for the benefit of the client. Our financial advisors are fiduciaries, bound to act in the int

Lord Clarke’s advisers have more than 90 years’ experience within the financial sector. Serving its clients since June 2011, having been formed from a network regulated firm, Lord Clarke Associates Ltd, which was founded in 2000. During that time the firm has provided holistic financial planning

Resilient Financial Solutions (RFS) launched in the 3rd quarter of 2024 and is now onboarding a limited number of initial clients. As a Fee-Only Registered Investment Advisor, registered in the state of Tennessee, RFS is led by a retired engineer and project manager with 30 years of federal governme

If you would like to work with a credit union that understands your unique needs as an individual, not one that treats you like a number, turn to Pathfinder today. Pathfinder offers decades of experience in providing friendly, efficient and effective financial services in Wyoming. We have three phys

Warold Brokerage Services est un courtier de référence au Luxembourg et en Europe pour la protection du patrimoine personnel et professionnel des entrepreneurs, cadres dirigeants et membres de conseil d'administration. Nos principes d'intégrité, d'engagement, d'agilité et d'excellence sont les point

SilverWiz is a company which develops finance app for iPhone

Individual & Business | Tax Preparation & Planning | Accounting & Payroll Weinstein & Schwab, PLLC is committed to developing a trusting relationship with our clients so we can better understand their needs and goals while maintaining integrity and compassion. We are dedicated to providing high-qua

Established in 2008, IsraTransfer is Israel's most trusted currency exchange experts. Licensed with the Capital Market, Insurance and Savings Authority, we have been privileged to support thousands of clients move their funds to Israel. Whether clients are looking to purchase a property in Israel

A holistic boutique virtual tax practice. We believe in supporting our clients throughout the year, not just once a year. We believe in supporting you in your journey to safeguard your legacy while continuing to build a brighter future. Remove the feelings of unease and stress surrounding your tax p

8 day evaluations and then 0 day payouts. No minimum trading days to payout up to 90% of your brokerage account earnings.

At Red Five, we envision a world where every business has access to top-notch financial solutions that enable them to thrive in their respective industries. Our mission is to provide our clients with unparalleled financial expertise, personalized service, and innovative strategies that help them ach

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more

GO BOLDLY is the fun & effective way to develop the skills to achieve all of your financial goals. Our mission is to empower people with the knowledge and resources to make informed financial decisions and achieve long-term prosperity – regardless of their background or circumstances.

Finovate Global Pvt. Ltd. is a 100% Made in India fintech company dedicated to providing financial services to billions of Indian users worldwide. Headquartered in Gurugram, India, Finovate Global specializes in products that facilitate real-time money transfers, analytics, monitoring, and more. F

The Independent Boutique Firm Difference: AIM Advisors was founded in 2005 on the principals of providing financial advice and unparalleled service to our clients and community through our professional knowledge, our integrity and our personal service. At AIM Advisors, we help you simplify the dem

TrustLeaf is an online platform that enables early-stage entrepreneurs crowdfund their ventures through friends and family.

Our mission is to make life easier. We understand that filing taxes can be stressful, time-consuming and even costly. No wonder that hundreds of millions of employees across Europe miss out on their well-deserved tax refund - year after year. To fulfill our mission, we developed a tax app that allo

Financial Care Today is a virtual personal finance counseling, coaching and education practice serving individuals, families and organizations. We are particularly fond of working with foreign born individuals/immigrants and first generation Americans as they seek to thrive in the American experienc

Launched in 2016 by funeral profession and financial industry experts, Funeral Safe has been created to provide simple, accessible and affordable finance for covering funeral costs. We are regulated by the Financial Conduct Authority (FCA) and governed by an independent supervisory board.

Helping people shape their life and legacy. CPCC - CFP® Fiduciary - Independent - Confidential

Financial wellbeing for your people.

Halvest is a community backed startup that provides access to global, ethical and Shari'ah compliant investment opportunities for Africans at home and in diaspora. Invest across borders form anywhere in the world. Grow your wealth with Halvest today!

Haven Wealth Planning is a fee-only registered investment advisor providing financial planning services to clients in St. Louis, Missouri and virtually throughout the United States. We believe in the power of taking the time to lead, align, and support your unique goals and values through our thoug

BitApp is a digital tool for managing money and investments, giving time-crunched professionals more control over their financial lives. Our automated solutions and user-friendly mobile software simplify the process of managing finances, increasing returns on investments while decreasing overhead co

Since 2016, the eIRA team has been dedicated to the provision of automatic rollover IRA services to retirement plan TPAs, advisors, and their employer clients. eIRA was established by a group of retirement plan third-party administrators who possess a comprehensive understanding of the challenges a

Southern Bancorp Community Partners (SBCP) is a certified nonprofit Community Development Financial Institution that provides lending, financial development services, and public policy advocacy in economically distressed communities.

Selph Financial Group (SFG) empowers individuals and business owners to build wealth and secure their financial futures. Our experienced advisors provide personalized financial planning, including retirement, investment management, tax strategies, estate planning, and risk management. We focus on cr

Our services: Financial literacy programs: -Personal Finance training/workshop facilitation -Bespoke personal finance online course -One -on -one personal finance planning session -Financial wellness program -Financial markets trainings Investment Community - The Money Wit Club - The Money Wit Ne

Our goal is to redefine investing and provide simple, efficient and personalised wealth management. Thereby, we stay away from market noise and complex products. Our approach to investing is goal-based and focusses on the core and proven principles of long-term wealth creation. We combine technology

At the heart of our mission lies an unwavering dedication to making a meaningful difference in people's lives. We are driven by a profound passion for transforming the journey of home ownership into a seamless and rewarding experience. Through our commitment to providing patient, expert mortgage g

Effective retirement planning is about so much more than just investments. A retirement that’s meant to be more requires a more comprehensive approach. That’s why our proprietary, comprehensive retirement planning process includes these five key areas of retirement: income, investments, tax, health

ClearRoad Financial aims to partner with you in your company’s financial growth—regardless of the stage your company is in. Perhaps you’re looking to satisfy startup needs for bookkeeping and basic financial organization or you need consulting to help scale. Maybe you’re at the stage you’re ready to

Halal investing knowledge, scholarship, product reviews and everything else related to helping you build wealth in a halal way.