Financial Services on LocateFaith

20 results
FU
Financial Umbrella LLC
(7)

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.

AccountingBookkeepersBusiness Tax Preparation +4
Castle Hayne, NC 28429 (480 mi) · Serves nationwide
TA
Trust and Will Package.com
(1)

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."

Legal Document PreparationDebt Management ServicesCredit Repair Services +3
Parma, OH 44129 (120 mi) · Serves nationwide
AC
Aryana Charise

Helping clients structure money to eliminate debt, create wealth and legacy.

Life Insurance
Sharpsburg, GA 30277 (458 mi) · Serves nationwide
AL
Armored Life LLC

Life and health insurance, legal & financial services with a personal touch!

Financial Planning ServicesFinancial Risk Management ServicesRetirement Planning Services +11
Lansford, PA 18232 (380 mi) · Serves nationwide
DI
Dickerson Insurance Advisors

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 OfficesHealth Insurance Services
Nesbit, MS 38651 (518 mi) · Serves nationwide
V
VIPTAX

VIPTAX is a faith-driven organization dedicated to serving our community through tax, accounting, and business services. We believe in giving back and making a difference. Each year, our goal is to provide Christmas gifts to 1,000 children in need. Last year, with the support of our clients and partners, we were able to bless 777 children. With your support, we believe we can reach our goal and bring joy to even more families this Christmas season.

AccountingBusiness Tax PreparationIndividual Tax Preparation +3
Everett, MA 02149 (643 mi) · Serves nationwide
TR
The ROI Coach

The ROI Coach helps purpose-driven entrepreneurs increase profits, improve operations, and build businesses aligned with their values and vision. We specialize in business growth strategy, profit acceleration, marketing optimization, systems development, and mindset transformation for service-based businesses and faith-driven entrepreneurs. Through strategic coaching, revenue analysis, and business consulting, we help business owners uncover hidden profit opportunities, improve client acquisition, streamline operations, and scale sustainably without burnout. Whether you're struggling with inconsistent revenue, lack of structure, poor profitability, or unclear growth direction, The ROI Coach provides practical strategies and personalized guidance designed to help you grow with clarity, confidence, and intention.

CEO ServicesProject ManagementLife Insurance Services +4
Menifee, CA 92584 · Serves nationwide
FA
Financial Advisor Caleb Wines

Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning

Wealth Management ServicesFinancial Planning ServicesRetirement Planning Services +2
Dumfries, VA 22025 (318 mi) · Serves nationwide
RA
Rebelo-Green Agency, LLC

I’m a Life Insurance Field Underwriter. I sell whole life, term, accidental death, mortgage protection, and final expense insurance. I’m licensed in FL, SC, VA, TX, TN, MI, OH, and NM.

Life InsuranceLife Insurance Services
Sunrise, FL 33323 (965 mi) · Serves nationwide
SM
Savvy Medicare Strategies

Serving Medicare eligible clients since 2014. Licensed Health Insurance Agent specializing in Medicare plans, Life, Health, Annuities, Final Expense and Long Term Care Insurance. Appointments available in person or by phone or zoom. Licensed in WA, OR, ID, CA, MT, TX, TN, FL, OK AND AZ. LIC714902

Health Insurance ServicesLife InsuranceLife Insurance Services
Tumwater, WA 98512 (2036 mi) · Serves nationwide
TM
True Merchant Services

True Merchant Services helps business owners reduce payment processing costs, improve cash flow, and simplify the way they accept payments. As a faith-driven, veteran-owned business, we believe in honesty, transparency, and treating others the way we would want to be treated. We work with retail stores, restaurants, service businesses, churches, non-profits, and B2B companies to provide affordable payment solutions, next-day funding, local support, and straightforward pricing without the confusion often found in the payments industry. Our mission is simple: help business owners keep more of what they earn so they can focus on serving their customers, employees, and communities.

Business FinancingE-commerce Consulting
Edmond, OK 73083 (843 mi) · Serves nationwide
LT
Living Trust Advisory Group

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.

Wealth Management ServicesRetirement Planning ServicesFinancial Planning Services
Des Moines, IA 50312 (568 mi) · Serves nationwide
C
Conficalc

For most small business owners, taxes are their single largest lifetime expense. We offer tax and accounting services designed to change that — starting with the basics and scaling up to real strategy.

AccountingBusiness Tax PreparationIndividual Tax Preparation +5
Moreno Valley, CA 92553 (1925 mi) · Serves nationwide
SB
Simple Blessings Insurance Agency
(2)

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.

Auto InsuranceHome & Rental InsuranceHomeowners Insurance Services +4
Altavista, VA 24517 (281 mi)
BF
Brindle Financial LLC

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 Planning ServicesInvestment Advisory Services
Bethlehem, PA 18018 (404 mi)
XC
Xpert Credit Repairs

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 .

Credit Repair Services
Nesconset, NY 11767 (521 mi)
BO
Blue Ocean Wealth Solutions, a MassMutual firm

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 Planning ServicesWealth Management ServicesRetirement Planning Services
New York, NY 11236 (482 mi)
EL
Empowered Legacy Company

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 Planning ServicesRetirement Planning ServicesWealth Management Services
Vardaman , MS 38878 (540 mi)
SM
Sixth Man Employer & Insurance Services

Sixth Man was built on a simple idea: every employer deserves access to real business expertise — not just an insurance policy. We deliver education, guidance, and protection together, because that's what actually helps businesses grow.

Commercial Insurance ServicesHealth Insurance ServicesLife Insurance +2
San Bernardino, CA 92407 (1923 mi)
CC
CityWay Community Economic Development Corporation

CityWay is a community-based 501(c)(3) serving San Bernardino in five key areas — employment, education, community, economic development, and entrepreneurship — with one goal: break the cycle of poverty in inner cities.

Commercial Insurance Services
San Bernardino, CA 92407 (1923 mi)