200 results
Financial Services near Columbus, OH
Nothing within 25 mi of Columbus, OH. Showing the nearest 100.
I provide financial clarity in life and business so others can show up more powerfully in what God has called them to do in this life. This is provided through fractional cfo and bookkeeping services for businesses and then a complete clarity and alignment review of financial goals vs reality for the personal side of finances.
Accountants · 43.4 mi · Serves nationwide · Chillicothe, OH
Accounting, Payroll, Tax Preparation, and Tax Planning across the US. We strive to help business owners lower their tax liability with strategic planning throughout the year.
Accountants · 86.6 mi · Serves nationwide · Republic, OH
I am humbled and passionate to be blessed with the opportunity to provide solutions to business owners to keep more of what they earn through affordable solutions rooted in wise stewardship. I help companies and individuals reduce healthcare costs by 30-50% with alternative healthcare benefit solutions designed to provide quality coverage while lowering expenses for both employers and employees. Beyond healthcare, I help equip businesses with modern financial technology solutions that help maximize the value of their money. Our fintech platform offers the opportunity to earn significantly higher returns on checking and savings balances than many traditional banking options, while also allowing businesses to earn rewards or commissions on qualifying payroll transactions. My mission is simple: help business owners lower expenses, strengthen cashflow, and put more money back into their businesses so they can grow, serve their employees well and make a greater impact. I believe good stewardship means making every dollar work harder, and am passionate about connecting business owners with practical solutions that improve their financial future.
Insurance · 93.8 mi · Manchester, OH
We write personal line, business, landlord, life insurance with multiple companies
Insurance · 99.2 mi · Serves nationwide · Wadsworth, OH
Real estate has given me the opportunity to meet people from every walk of life, and one thing I've learned is that every situation is different. Because of that, I never believe in trying to fit everyone into the same solution. I work with homeowners across California and Ohio, and my goal is to simply help people navigate whatever season they're in. Sometimes that means we're the right buyer. Other times, it means we're not—and that's okay. I'd rather help someone make the best decision for their family than the best deal for me. Here are a few ways we may be able to help: 🏡 **If selling directly makes the most sense:** • We can buy your home **AS IS**—no repairs, cleaning, or updates needed. Single family, Multi Family, Land, (Mixed Commercial) • **No agent commissions** when we purchase directly. • We can often cover closing costs and other fees. • **You choose the closing timeline**—whether you need to move quickly or need more time, we'll work around your schedule. • We can help with relocation when needed. • We keep the process straightforward, with limited fees and as little stress as possible. 🏡 **If listing your home is the better path:** We'll connect you with the real estate professional on our team who best fits your goals and situation, so you have someone in your corner helping you get the most out of the traditional market. 🏡 **If neither of those options is the right fit:** We'll sit down and see if a creative financing solution could make sense for your situation. Sometimes there's a path forward that isn't immediately obvious. The way I approach this business comes from my faith. Jesus, the King of Kings, didn't come expecting to be served—He came to serve others. That's the example I want to follow. We do believe business can be done differently. With honesty. With patience. With compassion. And with a genuine willingness to put people before a transaction. Whether we end up buying your home, helping you sell it traditionally, finding a creative solution, or simply pointing you toward someone who can help, my hope is that you walk away knowing you were treated with respect and cared for. If you or someone you know is trying to figure out the next step with a property in California or Ohio, feel free to reach out. I'd be honored to serve you however I can.
Real Estate Investment · 106.7 mi · Serves nationwide · Irvine, CA
Independent Insurance Agency
Insurance · 112.4 mi · Serves nationwide · Florence, KY
We are a local family owned independent insurance agency representing multiple insurance companies. The agency was founded in 1980 by Gary Garlesky, CLU, and is licensed to do business in both the State’s of Ohio and Georgia. The Garlesky Insurance Agency, LLC was built by Gary from the ground up through hard work and dedication and many referrals along the way. Aaron Rogers joined our team as an associate agent back in 2008 and as of February of 2022 has taken on the role of Principal Agent. He continues to provide our customers superior service and product knowledge in multiple lines of insurance. We welcomed Angela Post to the team in June of 2024, she currently is assisting with policy changes, billing inquires, certificate requests, policy reviews and more. We value our clients and their referrals and look forward to continuing the relationships that have been ongoing for over 45 years as well as creating new ones. We sell and service all the insurance products that most people and businesses need including; Home, Auto, Life, Business Insurance, IRA’s, Annuities, Mutual funds and 401(k)’s.
Insurance · 113.3 mi · Cuyahoga Falls, OH
It's a sin to spend thousands for just a trust or will! Get the 5 most important legal instruments for 1 low price. Trust, Will, Power of Attorney, Living Will, and HIPAA Authorization. ALL 50 States. Proverbs 15:22: "Plans fail for lack of counsel, but with many advisers they succeed."
Marketing · 118.6 mi · Serves nationwide · Parma, OH
Passive Income Skills was formed to educate and help people pass on their income from one generation to the next. That can be as simple as life insurance + a will / trust. But the greatest goal is to help impact-driven business owners delegate authority, the way Jesus modeled with His disciples, so that whether the owner (who is usually very hands on) lives or dies, their mission and impact lives on - as well as the income it creates for their families and employees so that nobody is left struggling if one person is suddenly called home.
Insurance · 146.3 mi · Serves nationwide · Gibraltar, MI
My Mortgage Quest is an Indiana mortgage brokerage dedicated to helping homebuyers and homeowners find the right loan with competitive rates and personalized service. Whether you're buying your first home, refinancing, or investing, we simplify the mortgage process and guide you every step of the way with honesty, expertise, and a commitment to making home financing stress-free.
Mortgage Lenders · 181.5 mi · Plainfield, IN
We’re an independent insurance agency that prides ourself on financial education! Erie, Liberty Mutual, Travelers, Geico, Progressive and much more!
Insurance · 190.5 mi · Serves nationwide · New Albany, IN
Family owned, Insurance agency offering coverages for Home, Renters, Auto, Life, RV's, Boats, Motorcycles, Business, General Liability, Workers Comp and more.
Insurance · 199.3 mi · Fenton, MI
Medicare Advisor - Helping people navigate Medicare with confidence.
Insurance · 201.3 mi · Linden, MI
At CareBridge Health, we believe caring for people means more than simply offering a service—it means listening, loving people well, and walking beside them through life’s challenges. With so many insurance agents to choose from, try CareBridge Health and experience the caring difference. Through health and final expense insurance solutions, we help protect your well-being, support your loved ones, and provide peace of mind for the future. Our mission is to find solutions together, ease burdens, and help make the load a little lighter. You don’t have to navigate life’s uncertainties alone. At CareBridge Health, we’re here to help bridge the gap between where you are and where you want to be.
Insurance · 210.7 mi · Erie, PA
We are a local Faith Based Insurance Agency that carries the big national brand behind us. Our agency specializes in Auto, Home, Life, Health Supplements and Financial Planning Services. We have locations in both Botetourt County and Roanoke County Virginia.
Insurance · 241.8 mi · Daleville, VA
I’m a Registered Social Security Analyst (RSSA®) and life insurance broker providing faith-based retirement and financial services rooted in integrity, compassion, and biblical stewardship. I specialize in Social Security analysis, retirement income, Medicare & Medicaid, life insurance, annuities, and legacy services, helping individuals and families make confident financial decisions for their future. I am licensed in most states.
Financial Advising · 263 mi · Serves nationwide · Winchester, VA
Hungry Wolf Blueprint is a results-driven funding consultancy. We help businesses and real estate investors secure capital at the best possible terms with 0% or low interest rates. Strategic funding and a clear path to growth.
Business Financing · 276.9 mi · Serves nationwide · Charlottesville, VA
Mike Fernandez State Farm proudly serves New Lenox and surrounding communities throughout Illinois, Indiana, and Wisconsin. With nearly 30 years of insurance and financial services experience, Mike and his team take an education-first approach to helping individuals, families, and businesses protect what matters most. As a U.S. Air Force veteran and New Lenox resident, Mike is committed to personalized service and building lasting relationships. We offer Auto, Home, Renters, Life, Business, Motorcycle, Boat, Umbrella Insurance, and more. Whether you’re reviewing your current coverage or looking for a new insurance provider, contact Mike Fernandez State Farm today for a personalized quote and coverage review.
Insurance · 279.3 mi · New Lenox, IL
We are a Christian Independent Insurance Agency providing auto, home, business and church insurances through out the state of Virginia. Representing many outstanding insurance providers allows us to find the programs that fit your specific needs at extremely affordable costs. Let us be a blessing to you. Christians helping Christians.
Insurance · 281.1 mi · Altavista, VA
Faithfully serving small businesses and individuals with bookkeeping, payroll and all types of tax filings including annual income tax returns.
Tax Services · 288.1 mi · Serves nationwide · Appomattox, VA
KV Consulting provides bookkeeping and tax preparation services for small to midsized businesses and individuals across the country. Their team handles everything from day-to-day bookkeeping and business tax filings to individual tax returns and CFO-level advisory support. Whether you need help staying organized throughout the year or guidance on bigger financial decisions, KV Consulting works with clients to keep their finances on track.
Tax Services · 292.8 mi · Serves nationwide · Crossville, TN
I am the owner/Agent for Health Insurance for Medicare, Under 65 Individual pland an Health Insurance for Small Groups as well as Dental and Vision in 23 States
Insurance · 294.5 mi · Serves nationwide · Plainfield, IL
Mortgage Protection, Wealth Strategies, Legacy Planning, Income tax Elimination, Retirement Planning with a focus on Long-Term Security, Whole Life, Term Life, Children's and College funds.
Insurance · 299.9 mi · Serves nationwide · Morganton, NC
Teaching Personal Cash Flow Strategies - Take control of your money through actionable, data-driven insights tailored specifically to your income, expenses, and long-term goals. Business Development - Turn vision into revenue strategic growth, partnerships, and scaling solutions. Partner with nickrichards.io today. Developing Custom Website Platforms - Crafting custom web platforms via nickrichards.io. Tailored solutions for unique business needs. Webpage Development - Work with Nick Richards to build clean, responsive, and high-performance sites tailored to your business goals. Let’s build your digital presence. Product Listings Generator - AI product listings. Boost visibility, drive sales, and streamline e-commerce catalog management. Customer Support - AI-driven customer support via nickrichards.io. Resolve inquiries to boost satisfaction and efficiency.
Life Coach · 301.4 mi · Serves nationwide · Palatine, IL
God driven and mission driven conglomerate of companies serving our community with Godly purpose, intentions and great results in Automotive, Business Development, Construction, Financial Services and Real Estate Services with Kingdom vision and multiple solutions for our clients!
Auto Repair · 302.3 mi · Serves nationwide · Sterling, VA
We are a local Insurance and Financial Services Agency located in the Greater Chicagoland area. At our agency, we believe insurance is about more than policies—it’s about helping people protect what they’ve worked hard to build. We’re proud to serve individuals, families, and businesses in our local community with personalized insurance and financial service options. Whether you’re looking to protect your home, vehicles, business, or loved ones, our team takes the time to understand what matters most to you and help you find coverage that fits your needs. With more than 30 years of combined experience our team is here to help you and your loved ones with your Insurance and Financial needs. We’d love the opportunity to get to know you and become your Insurance resource.
Insurance · 304.5 mi · Serves nationwide · Bartlett, IL
Medicare guidance with honesty, compassion, and no pressure. I’m an independent Medicare insurance broker who believes people deserve to be treated with honesty, respect, and compassion—especially when they’re making important decisions about their healthcare. Medicare can be confusing and overwhelming, and I don’t believe anyone should feel pressured into a decision they don’t understand. I take the time to listen, answer questions, explain the options in plain language, and help people make informed choices that fit their individual needs. My Christian faith is at the heart of how I approach my work. I strive to serve others with integrity, kindness, and a genuine desire to help—not simply make a sale. I help individuals with Medicare Advantage, Medicare Supplement, Part D, and ancillary coverage. Whether you’re turning 65, reviewing your current coverage, or just have a Medicare question, I’m happy to help you navigate the process.
Insurance · 305.4 mi · Serves nationwide · Mundelein, IL
At The Lacina Agency, we believe insurance is about more than policies — it’s about protecting the people and things that matter most. As a family-owned agency, we understand how important it is to have coverage you can feel confident in. We work with individuals, families, and business owners to provide personal service, trusted guidance, and coverage that fits their needs.
Insurance · 307.5 mi · Serves nationwide · Barrington, IL
Locally owned independent insurance agency offering auto, home, motorcycle, collector car, business, Medicare plans, life insurance and much more. Our 30th year. Combined experience of 100 years! Statesville, Iredell County, North Carolina.
Insurance · 309.4 mi · Statesville, NC
We specialize in Medicare and all health insurance for individuals, families, self employed and group.
Insurance · 309.8 mi · Serves nationwide · Gallatin, TN
I recently opened an Allstate agency in Lebanon, TN. We operate our business on Loving God, Loving People and serving both. We moved from Oklahoma to pursue what we believe God asked us to do. We are a full service insurance agency with a focus on Auto, Home, Life, & Commerical.
Insurance · 315.2 mi · Serves nationwide · Lebanon, TN
The Bennett Group Insurance Consultants is a family-owned, full-service independent insurance agency operating in Greensboro, NC while serving the Triad and all of North Carolina. We provide North Carolina home insurance and auto insurance services as well as business, life, annuities and many other types of insurance services. Your Peace of Mind is Our Priority!
Insurance · 316.7 mi · Greensboro, NC
Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning
Financial Advising · 317.9 mi · Serves nationwide · Dumfries, VA
Mortgage brokerage who aims to serve buyers with integrity and excellent service. We have 30+ lenders for primary residences, investment properties, and commercial loans. We serve all types of borrowers. We also offer Free ReFinances for life (FreeFi).
Mortgage Lenders · 320.3 mi · Rockville, MD
I help individuals, families, and business owners build strategies to protect what they’ve worked for and prepare for the future. I focus on retirement planning, wealth accumulation, life and disability protection, long-term care, employee benefits, and business planning. My approach is education-focused—I help clients understand their options and develop financial strategies based on their unique goals and needs. I provide insight on budgeting and debt management.
Insurance · 322.2 mi · Serves nationwide · Hendersonville, NC
We provide the complete solution for Medicare beneficiaries. These include Medicare Advantage, Medicare Supplements, Prescription Drug Plans, Dental & Vision Plans. Hospital Indemnity, Cancer Plans, Critical Illness, Travel Medical Plans, Pet Care Plans. We focus on long term relationships ensuring that noone ever does insurance Alone.
Insurance · 327.1 mi · Serves nationwide · Ocala, FL
PMB Accounting is a family owned bookkeeping, tax, and fractional CFO firm based in the Lake Norman area, serving small business owners locally and nationwide. We specialize in contractors, trades, and professional services businesses, from clean books and job costing to tax strategy, S Corp compliance, and IRS resolution. Founded by a husband and wife team with two decades of corporate finance and Enrolled Agent experience, we bring enterprise level insight to businesses built on hard work and integrity. We run our firm on faith and treat every client's business as if it were our own.
Tax Services · 328 mi · Serves nationwide · Iron Station, NC
Travis Egan, VA Mortgage Vet, is a Marine Corps combat veteran and mortgage professional with 30+ years of experience helping military families, veterans, first-time homebuyers, and homeowners make confident decisions about home financing. Based in Clarksville, Tennessee, near Fort Campbell, Travis specializes in VA home loans and also assists with conventional, FHA, USDA, refinancing, and other mortgage options. His approach is simple: provide honest guidance, explain the process clearly, and treat every client with the same integrity and respect he would expect for his own family. Having helped more than 5,000 families since 1995, Travis understands that buying or refinancing a home is about more than numbers. It is about family, stability, stewardship, and making wise financial decisions. If you are buying a home, refinancing, relocating, or simply have questions about your mortgage options, Travis is available to help you understand the next step without pressure. Travis Egan, VA Mortgage Vet NMLS #655284 Licensed in Tennessee, Kentucky, and Florida Serving borrowers nationwide Loan Factory, NMLS #320841 Learn more or schedule a conversation at TravisEgan.com or call (931) 208-6280.
Mortgage Lenders · 329.2 mi · Serves nationwide · Clarksville, TN
We are an Insurance Agency insuring homes, autos, businesses, Life, representing Nationwide Insurance, Liberty Mutual, Travelers, Progressive, Geico and more. We are licenced in multiple states.
Insurance · 332.8 mi · Serves nationwide · Laurel, MD
I work with individuals, families, and business owners to create personalized financial strategies that help protect their assets, build wealth, and prepare for the future. Areas of focus include retirement planning, life and disability insurance, long-term care, employee benefits, business planning, and financial wellness. My role is to educate and guide clients so they can make informed decisions that support their unique goals and priorities.
Financial Advising · 336.7 mi · Serves nationwide · Wauwatosa, WI
Taxe preparation, tax strategy, and financial services for individuals and businesses. We provide financial education and empower you build and grow your wealth. Services include, financial needs analysis, life insurance, retirement planning, legal protection, bookkeeping, tax strategy, real estate taxes, among other.
Financial Advising · 344.9 mi · Serves nationwide · Baltimore, MD
Patriots Insurance Patriots Insurance is a Christian-owned, independent insurance agency based in Oxford, North Carolina, operating out of the Granville County GOP headquarters. We help local families and individuals in Granville County, as well as federal employees near VA Durham and FCI Butner, find the right coverage with honest, faith-based guidance. We offer life insurance, health insurance, Medicare plans, annuities, home insurance, and auto insurance in Oxford, NC, and across 11 states. Founded and led by Michael W. Magnanti, Patriots Insurance is proud to have earned 25 five-star Google reviews, making us the highest-rated insurance agency in and around Granville County. Our philosophy is simple: educate before protecting. As an independent insurance agency, we're not tied to one company—we shop multiple carriers to help find personalized coverage without pressure. We believe insurance is about more than a policy; it's about faithfully providing for and protecting your household. Patriots Protecting Patriots — your trusted Christian insurance agency in Oxford, North Carolina. "But if anyone does not provide for his relatives, and especially for members of his household, he has denied the faith and is worse than an unbeliever." — 1 Timothy 5:8
Insurance · 347.7 mi · Serves nationwide · Oxford, NC
Local, multistate, cross border US / Canada and international tax adviser Bookkeeping and CFO Services
Tax Services · 349.9 mi · Serves nationwide · Taylors, SC
We offer several services including QuickBooks Online bookkeeping for small business, personal financial coaching (Ramsey certified) and DIY debt relief training.
Debt Relief Services · 351 mi · Hilton, NY
StewardWell Wealth Partners is an independent Registered Investment Advisory firm in Franklin, Tennessee, built on stewardship, not salesmanship. Using their proprietary CLIMB Method, they start with your life goals - not a model portfolio - and build an ongoing plan around them. StewardWell serves affluent retirees, business owners planning an exit, values-driven professionals, and Christian creatives with irregular income, always as a fiduciary.
Financial Advising · 352 mi · Serves nationwide · Franklin, TN
Faith Based Financial Planning Firm.
Financial Advising · 352.5 mi · Serves nationwide · Spartanburg, SC
ACA Market Place Insurance, Medicare, Med Advantage, Life Insurance, Social Security, Tax Planning
Insurance · 352.6 mi · Serves nationwide · Spartanburg, SC
Clarity Shift helps small business owners bring clarity to the financial side of their business through bookkeeping, payroll, tax preparation, and practical advisory support. We focus on clear systems, straightforward communication, and helping owners understand their numbers so they can make confident decisions. Our goal is to serve with integrity, care, and good stewardship while helping businesses stay organized, prepared, and financially clear.
Accountants · 353.7 mi · Serves nationwide · Rockford, IL
Simple Financials is a small-business financial and administrative services firm focused on helping business owners handle the financial, tax, compliance, and back-office work involved in running a company. Our main service lines are: Tax preparation & payroll — business tax filings, payroll-related support, and tax compliance. Business formation & registration — setting up LLCs, corporations, and partnerships and helping with related state/federal requirements. Bookkeeping & accounting — ongoing financial recordkeeping and accounting support. Fractional CFO & cash-flow reporting — higher-level financial oversight, cash-flow analysis, strategic planning, and profitability guidance for businesses that don't need a full-time CFO.
Accountants · 354 mi · Serves nationwide · Locust, NC
Alison M. Eddings, CPA helps small business owners and individuals legally reduce taxes, avoid costly mistakes, and keep more of what they earn. As a seasoned CPA specializing in tax planning, IRS compliance, and business strategy, she goes beyond tax prep — she creates year-round solutions tailored to your goals. Whether you need tax minimization strategies, guidance on the latest IRS rules, or support during an audit, Alison puts you in control of your financial future. Serving clients nationwide with personalized, plain-English advice you can trust.
Tax Services · 356.4 mi · Serves nationwide · Charlotte, NC
Number Woman Bookkeeping provides IRS-certified bookkeeping, tax, and CFO services for small businesses and nonprofits nationwide. We combine 20+ years of corporate accounting experience with a heart for stewardship, helping you scale your business with accuracy and clarity. From GAAP compliance to proactive financial planning, we handle the books so you can focus on the calling God has placed on your life.
Tax Services · 364.6 mi · Serves nationwide · Woodruff, SC
Accounting, payroll, income tax preparation
Financial Advising · 371.9 mi · Serves nationwide · Raleigh, NC
Life and health insurance, legal & financial services with a personal touch!
Financial Advising · 380.2 mi · Serves nationwide · Lansford, PA
Barrett Hill Insurance Agency offers personal and commercial insurance coverage, including auto, home, renters, life, and property insurance. The agency also provides business insurance solutions for local companies. Clients across the Southeast can work with the team to find coverage that fits their needs and budget. Auto/Home/Life/Business BarrettHillinsurance.com
Insurance · 393.6 mi · Serves nationwide · Gainesville, GA
A&E Accounting Group, LLC provides professional accounting, bookkeeping, payroll, tax preparation, and business support services to individuals and small businesses.
Tax Services · 399.3 mi · Serves nationwide · Smithfield, NC
Insurance brokers providing the best quotes from multiple vetted carriers for auto, home, RV, motorcycle, boat, life, and business insurance.
Insurance · 402.5 mi · Cumming, GA
Run Payments helps businesses accept credit and debit card payments with transparent pricing, reliable support, and modern payment solutions. We work with restaurants, retail stores, churches, contractors, medical offices, salons, and service businesses to simplify payment processing and reduce unnecessary fees.
Business Financing · 402.7 mi · Serves nationwide · Wayne, PA
Chris offers both Financial Planning and Investment Management services for Millennial Families and Sales Professionals Brindle Financial is the marketing name that Chris Brindle uses to promote Financial Advisory services. Chris is a registered Investment Advisor Representative with Valor Investments and Planning.
Financial Advising · 404 mi · Bethlehem, PA
Your business’s financials are important and that is why you need someone in your corner. We are a bookkeeping firm that specializes in churches and nonprofits, but we work with all businesses that are looking to have better financial clarity.
Bookkeepers · 410 mi · Serves nationwide · Hope Mills, NC
INS. stands for In Noble Service. The name is the whole point. I'm Michael Gordy. I started INS., a Farmers agency in Alpharetta, GA, in 2026. We write home, auto, and life insurance for families in Georgia, Alabama, Tennessee, Ohio, Arkansas, and Texas. Our goal is simple: get you coverage that works when you file a claim, not a cheap policy that falls apart when you need it. We walk you through what you're buying in plain English. If you don't need something, we'll tell you, even when it costs us the sale. We don't use pressure tactics or fake deadlines. We'll never sell you a policy we wouldn't put on our own families. Faith isn't a marketing line for us. It's how we run the agency, how we hire, and how we treat the people who trust us to protect what God has given them. Call or text us for a quote. We'll show you exactly where you stand.
Insurance · 411.8 mi · Serves nationwide · Alpharetta, GA
We are an educational based financial services company helping people with inheritances, retirement and the new kind of life insurance you don't have to doors to use.
Insurance · 414.1 mi · Serves nationwide · Suffolk, VA
Covenant Insurance Group helps families, businesses, and nonprofits find the right coverage for their needs. The agency offers a range of personal and commercial insurance options, including auto, homeowners, rental, life, business insurance, nonprofir insurance, and property insurance. As an independent advisor and brokerage, Covenant works with multiple carriers to match clients with policies that fit their situation and budget.
Insurance · 414.3 mi · Serves nationwide · Manchester, MO
Property Casualty Insurance - Auto, Home, Renters, Commercial Property and Liability, Commercial Auto and Life Insurance - Whole and Term and Key Person for Businesses
Insurance · 415.7 mi · Serves nationwide · Huntsville, AL
Wealth management and financial guidance for individuals, families, trusts, non-profits, and small businesses. Personalized investment management to help you achieve your goals. Fiduciary.
Financial Advising · 417.8 mi · Serves nationwide · Ivyland, PA
As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.
Financial Advising · 419.7 mi · Serves nationwide · Lawrenceville, GA
I am a Personal Lines, Life, and Commercial insurance agent for Shelter Insurance
Insurance · 421.8 mi · Lake St. Louis, MO
Christian Insurance Broker — Protecting What Matters Most I’m a Christian insurance broker serving individuals, families, and business owners with Home, Auto, Life, and Business Insurance. As an independent broker, I work with multiple insurance carriers to compare options and bring my clients the coverage I believe best fits their needs and circumstances. My goal is simple: to leave every client in a better position than they were when we first met. But for me, insurance is about more than policies and premiums. As a man of faith, I believe there is a responsibility that comes with helping a family prepare for the unexpected. Life insurance, in particular, is an act of love and stewardship—it can help provide financial protection for the people we leave behind. I have experienced loss in my own life, and through those experiences, I have come to understand more deeply the comfort, strength, and peace that can be found in God's love. Because of that, I don't want to simply be the person who delivers a life insurance policy when a family loses someone they love. I want to be someone who can stand with them in that moment—a familiar face who can offer compassion, encouragement, and a reminder that even in grief, they are not alone and God has not left them. Scripture reminds us that God is near to the brokenhearted and that there is comfort even in mourning. I believe those truths matter just as much as the financial protection we put in place. If you're looking for an insurance professional who will treat your family with care, approach your coverage with integrity, and bring a genuine Christian perspective to the relationship, I'd be honored to serve you. Protecting your family isn't just about preparing for tomorrow. It's an opportunity to care for the people God has entrusted to you today.
Insurance · 424.4 mi · Cedar Hill, MO
KingdomPay helps businesses make payments simple. We work with credit cards, debit cards, ACH, POS systems, and online payments, and focus on giving business owners straightforward options, fair pricing, and personal support when they need it.
Point of Sale (POS) Systems · 427.3 mi · Serves nationwide · Sandy Springs, GA
Genesis Wealth Advisor Group, LLC is an independent fiduciary financial planning and wealth management firm in Marlton, NJ, serving individuals, families, and business owners across multiple states. Founded on Scott Jones’s Christian faith and commitment to stewardship, we operate with relationships first, service before self, and integrity even when no one is watching. Our planning is values‑based and client‑centered: we start by understanding what matters most to you and then design retirement, tax, estate, and wealth strategies that reflect your priorities and beliefs, whether or not they are explicitly faith‑based.
Financial Advising · 427.8 mi · Serves nationwide · Marlton, NJ
MRA Advisory Group is an independent wealth management and financial planning firm dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth with confidence. We beleive that every financial decision is connected. We provide personalized investment management, retirement planning, tax-efficient strategies, estate planning coordination, and fiduciary advice through long-term relationships focused on each client’s unique goals and values.
Financial Advising · 454.1 mi · Serves nationwide · Sarasota, FL
I serve as a licensed life insurance broker, based in Georgia and licensed to serve families in more than 30 states across the country. My approach to this industry is rooted in a simple principle: people over profits. I believe life insurance should be about protecting families, serving people with integrity, and doing what is right—even when it isn’t the most profitable option. My faith guides the way I conduct business and serve others. I firmly believe that if I take care of God’s people the right way, God will supply all of my needs. For me, this is more than selling life insurance. It’s ministry through service—helping families prepare, protect what matters most, and leave a legacy for the people they love.
Insurance · 457.7 mi · Serves nationwide · McDonough, GA
We specialize in helping successful business owners and high net worth professionals significantly reduce their tax. Jesus told us to "pay unto Caesar what is Caesar's." Unfortunately, too many are paying Caesar MORE than he's asking for. We can help. We have saved our clients over $150 million in taxes during the past two years alone. We've been doing this for over 30 years and partner with CPAs, tax professionals and financial advisors. We have shared our ideas with thousands of financial professionals. If you feel the burden of taxes, contact us. I am the founder and you can reach me at michael@reignstormgroup.com.
Financial Advising · 461.7 mi · Serves nationwide · Warwick, NY
AIM Senior Advisors helps individuals navigate Medicare and health insurance options to find coverage that fits their needs and budget. The team also assists clients with annuities and is involved in nonprofit work serving the senior community. Whether you are new to Medicare or looking to review your current plan, they offer guidance to help you make informed decisions.
Insurance · 465.9 mi · Toms River, NJ
Helping clients structure money to eliminate debt, create wealth and legacy.
Insurance · 466.6 mi · Serves nationwide · Sharpsburg, GA
One Flesh Business Solutions helps everyday business owners keep more of their money with transparent, reliable payment processing built on integrity. As a Christ-centered company, we believe business should be done with honesty and fairness. We skip the hidden tricks and complicated contracts, offering straightforward merchant services, honest rates, and reliable support that honors your trust and respects your bottom line. No contracts ever and when you need assistance, you have a dedicated direct contact for support to handle your questions quickly and personally.
Business Financing · 468.6 mi · Serves nationwide · Griffin, GA
See It Through Coaching is a Christ\-centered coaching practice helping leaders, entrepreneurs, and professionals break through limiting mindsets, uncover root issues, restore their God\-given identity, and move forward with clarity, confidence, and purpose\. Through faith, practical strategy, accountability, and transformational conversations, I help people align who they are with who God has called them to be—so they can lead well, build with intention, and steward their life, business, and assignment from a place of wholeness.
Career Counseling · 469 mi · Serves nationwide · Kearny, NJ
NMLS: 704310 Residential Loan Officer - Nationwide First Time Home Buyer Specialist Home Loan Specialist - Investors or repeat home owners
Mortgage Lenders · 475.1 mi · Serves nationwide · Hackensack, NJ
We provide full-service virtual tax and accounting support for individuals, service-based businesses, entrepreneurs, solopreneurs, and nonprofit organizations. Here, you’ll connect with a dedicated professional focused on your financial success — without the big-firm price tag — and 100% virtually.
Accountants · 478.2 mi · Serves nationwide · Castle Hayne, NC
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. MassMutual refers to Massachusetts Mutual Life Insurance Company.
Financial Advising · 481.7 mi · New York, NY
Local Agency that offers Insurance & Real Estate solutions. Auto Insurance. Home Insurance. Life Insurance. Business Insurance. 401ks, college saving plans as well as helping first time home buyers with buying their home or Owners selling their home
Insurance · 486.9 mi · Serves nationwide · New York, NY
Financial Coaching & Tech Support Book a discovery call today to get your finances in order.
Financial Coaching · 504.1 mi · Serves nationwide · Massapequa, NY
Our business is to invest in government issued tax liens and to educate others in the fundamentals of such investing.
Investing · 505.6 mi · South Farmingdale, NY
Christian financial advisor helping individuals, families, and business owners build financial confidence through personalized retirement, investment, insurance, and legacy planning. Committed to serving with integrity, wisdom, and a faith-centered approach.
Financial Advising · 507.5 mi · Serves nationwide · Melville, NY
The Ferguson Insurance Team is an independent insurance agency in North Charleston, SC. We have been serving the Lowcountry since 1981, and have built our business on integrity and serving our clients. We believe that protecting what God has entrusted to you is an act of stewardship, and we take that seriously, which is why we offer insurance from some of the nation's best companies, and expert guidance on your risk management needs. We serve individuals, families, businesses, and organizations of all kinds with personalized, consultative risk management and insurance solutions. As an independent agency, we work with multiple carriers to find coverage that truly fits your situation, not a one-size-fits-all policy. Whether you're a business owner, a family building for the future, or a faith-based organization like a church or nonprofit, we bring the same care and attention to understanding your unique needs. Our goal is simple: help you protect what matters most so you can stay focused on what you're called to do.
Insurance · 509.2 mi · North Charleston, SC
Family owned tax business serving the community for over 25 years. We are set apart by putting our clients as the priority. Our focus is on giving one on one attention to each individual we encounter offering income tax support as well as business consulting.
Tax Services · 509.4 mi · Serves nationwide · Lindenhurst, NY
Independent Health Insurance Broker focused on educating consumers, not scaring them into coverage. We take an unbiased look at your health needs and make educated decisions together.
Health Insurance Offices · 520.3 mi · Serves nationwide · Nesbit, MS
Over 30 years experience in assisting clients increase their credit score and rating . To help Qualify for financing a new car or home at a Reasonable interest rate. Contact me for a free consultation .
Debt Relief Services · 521.3 mi · Nesconset, NY
Driven by faith and the principle of sound stewardship, Revolution Financial Management equips families and entrepreneurs to build a lasting legacy. We provide complimentary, personalized strategies to eliminate debt, build tax-free wealth, protect your income, and plan for retirement. For us, financial education is the foundation of true freedom. We go beyond products to deliver the leadership, strategies, resources and purpose-driven guidance you need to take ownership of your future and multiply your impact for generations to come.
Financial Coaching · 523.2 mi · Serves nationwide · Bohemia, NY
At Empowered Legacy Co., we are committed to developing financially confident leaders who take ownership of their future and build wealth with purpose. Through strategic financial education, mentorship, and income-building opportunities, we empower individuals and families to create lasting generational impact. Our mission is to transform ambition into legacy by equipping people with the knowledge, mindset, and leadership skills needed to achieve financial confidence and long-term success. We believe true wealth extends beyond income—it creates opportunities, strengthens families, and leaves a lasting legacy for generations to come.
Financial Advising · 540 mi · Vardaman , MS
Gold Horizon Travel is a full-service travel agency dedicated to creating memorable, stress-free vacations tailored to each traveler. From honeymoons and destination weddings to cruises, guided tours, family getaways, and luxury escapes, we provide personalized planning and trusted guidance every step of the way. We’re passionate about helping people experience God’s beautiful world while making travel easier and more meaningful.
Travel Services · 547.9 mi · Serves nationwide · Eau Claire, WI
I’m Yvonne Clark, a Certified Financial Life Coach who helps people bring clarity, confidence, and peace to their finances. I believe God cares about every area of our lives, including how we manage the resources He has entrusted to us. Money is about more than numbers. It can affect our peace, relationships, choices, and ability to live out our God-given purpose. Through practical financial coaching grounded in Christian values, I help you understand your money, make wise decisions, and create a financial plan that aligns with your priorities, values, and faith. My goal is to provide a compassionate, judgment-free space where you can take the next step toward greater financial clarity, confidence, and stewardship.
Financial Coaching · 553.2 mi · Serves nationwide · Sedalia, MO
Noble Insurance helps individuals, families, and businesses find coverage that fits their needs and budget. Services include auto, home, renters, life, health, property, and commercial insurance. Working with multiple carriers, Noble Insurance compares options to find the right policy for each client. Whether you need personal or business coverage, the focus is on making the process straightforward and finding you solid protection at a fair price.
Insurance · 554.1 mi · Serves nationwide · Rocky Hill, CT
The first thing that I do is educate people about estate planning. Then if it makes sense, I help them put a will and trust into place. I help famiies to avoid probate, which can be a disaster---and to pass their legacy on to their family and any ministries they wish to support.
Financial Advising · 568.3 mi · Serves nationwide · Des Moines, IA
Alpha Wealth Group helps individuals, families, and businesses find insurance coverage that fits their needs. They offer a broad range of options including auto, home, renters, life, health, and commercial insurance. Their team works with clients to compare plans and make sure the right protections are in place for both personal and business situations.
Insurance · 586.4 mi · Serves nationwide · Adel, IA
Full service independent insurance agency, specializing in auo, home, personal umbrella, rental property, boat, motorcycle/Atv/utility, small to medium sized commercial, work comp, and business auto.
Insurance · 587.7 mi · Serves nationwide · Ozark, MO
Tax Preparation & Bookkeeping Business Coaching Retirement Planning
Business Consulting · 594.2 mi · Marlborough, NH
Your Success is Our Priority At Berg Accounting Services our team of experts and apprentices provide accounting and tax preparation services to individuals and businesses. We understand that every client is unique, and we work closely with you to develop customized solutions that meet your specific needs. Whether you need help with tax preparation, bookkeeping, payroll, full-service accounting, or new business start-up and registration, we are here to help.
Tax Services · 631.6 mi · Serves nationwide · Maple Grove, MN
Johannsen Group Mortgage at Edge Home Finance is an independent mortgage brokerage dedicated to helping individuals and families make confident, informed decisions about home financing. With access to more than 160 lenders, we shop a wide range of mortgage options to help our clients find competitive rates and loan programs that fit their individual goals. We assist with home purchases, refinancing, first-time homebuyer programs, down payment assistance, FHA, VA, conventional and jumbo loans, as well as financing for second homes and investment properties. Led by Thomas Johannsen, CMPS®, our team approaches mortgage lending with a commitment to honesty, education, transparency, and service. As Christians, our faith shapes the way we do business and reinforces our commitment to treating every client with integrity, respect, and genuine care. We believe in doing what is right for our clients, communicating openly, and helping people understand their options so they can make the decisions that are best for their families. Based in the Twin Cities and serving clients in Minnesota, Wisconsin, and nationwide, Johannsen Group Mortgage is here to be a trusted resource before, during, and long after your mortgage closes. Johannsen Group Mortgage is a team at Edge Home Finance.
Mortgage Brokers · 632 mi · Serves nationwide · Minnetonka, MN
Veritas Legacy Partners is an independent life insurance brokerage dedicated to helping individuals, families, and business owners protect what matters most. We provide personalized guidance on term life insurance, mortgage protection, final expense, Indexed Universal Life (IUL), and other life insurance solutions. Our approach is built on honest advice, education, and finding coverage that fits your needs -not a sales quota. Grounded in Truth. Designed to Protect.
Insurance · 632.2 mi · Manchester, NH
Financial Advisor
Financial Advising · 632.5 mi · Serves nationwide · Manchester , NH
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