12 results
Investment Advisory Services near Columbus, OH · nearest first
Nothing within 25 mi of Columbus, OH. Showing the nearest 12.
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
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
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
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
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
Our business is to invest in government issued tax liens and to educate others in the fundamentals of such investing.
Educational Services · 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 Coaching · 507.5 mi · Serves nationwide · Melville, 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
Full service health and wealth planning firm to include Medicare, ACA, estate planning, and retirement planning.
Financial Advising · 694.7 mi · Serves nationwide · St. Augustine, FL
Blessed Wealth is a faith-based financial services firm, specializing in Retirement Planning, Wealth Solutions, and Insurance Planning. Our goal is to honor God in everything we do, while helping our clients reach their goals.
Financial Advising · 829.8 mi · Serves nationwide · Tampa, FL
I am a financial advisor for small businesses because I was called by God to teach business owners the lessons that I had to learn through trial and error. I have been married for six years and we have a two year old son. I attend The Garden and I am part of ISI Men's Ministry, and other Bible Studies throughout the week.
Financial Advising · 1662.2 mi · Serves nationwide · Phoenix, AZ