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The Shulman Law Group is based in New Jersey and have represented clients throughout the United States and worldwide, thus earning a national and international reputation as being the best immigration attorneys in business. Our lawyers travel to foreign embassies and consulates to directly handle problematic situations for clients.

If you need a visa, wish to immigrate, or want to help bring a family member or employee to the United States, we can help. Firm founder Edward Shulman has more than 20 years of legal experience, and has also handled many high profile cases during that time. While an understanding of immigration law and procedure is necessary, our immigration attorneys know that consistent communication with our clients is crucial in all matters of immigration law.... See More

Business Address: 100 Markerplace Dr, Troy, Missouri, 63379, USA
Bank of Old Monroe is a locally owned and operated financial institution dedicated to the communities we serve and to providing highly personalized and responsive service to our business, professional, individual and non-profit clients in a profitable, safe and sound operating environment.... See More

Tiemann Investment Advisors, founded by Dr. Jonathan Tiemann, with a Ph.D in Finance from Yale, provides a top-tier, fee-only investment management service for individuals, families and foundations. We use custom, quantitatively-designed, separately managed portfolios to provide our clients with an institutional-caliber service that minimizes duplicative layers of managers and fees, reducing what are often the hidden costs of your portfolio. We provide crafted portfolio design, which can reflect individual customization to meet your specific investment goals or socially-responsible investing preferences. And we portfolio-wide tax management to maximize your after-tax return and minimize your total tax burden, inclusive of other sources of income or loss—which you cannot do by holding mutual funds. While we are located in Menlo Park, California, we service clients all over the U.S. and ex-pats living abroad. Contact us at info at tiemann dot net for a free review of your existing portfolio to see if you could benefit from our custom quantitative approach.... See More

ReFrame Financial Planning is on a mission to shift the mindset around financial planning and “traditional” retirement. We help those who are thinking about an encore phase to re-imagine and design the second half of their lives.

As fee-only financial planners, we start with you. Your values, passions and purpose. Together, we unleash the possibilities of your next chapter.... See More

The Ivy League Advisory Group is a fiduciary investment advisory firm serving professionals at every stage of life with Tax Minimization, Social Security Optimization, and Wealth and Income Planning. The firm has created a process for financial planning that teaches you how to protect, grow and potentially keep more of your money.... See More

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.... See More

Business Address: 2011 Renaissance Blvd, #102, King Of Prussia, PA, 19406, USA

FBO Services is independent and free of conflicts in providing financial, tax, and accounting advice and services.

Our approach to handling financial affairs enables one to organize and conduct one's personal business as professionally as one would conduct a commercial business. We have the staff, capabilities, and experience to accomplish your goals.... See More

WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return. Offices in West Hartford, Windsor, Rocky Hill, and Shelton www.WealthShape.com... See More

My name is Dan Callahan, CFA and I work closely with retirees, business owners, executives, medical practitioners, and young professionals to solve their unique financial challenges. I've had the opportunity to work with clients all across the country and help them apply proven strategies to invest smarter, reduce their taxes, protect their assets, mitigate risks, eliminate debt, and retire with the confidence that they will not outlive their assets.... See More

At Rosewood Wealth Management, financial advisors for retirement planning in Durham, NC, we believe in helping you build a plan that answers all of your questions. We want to help you understand all of the options available to you in the financial world so that you can choose the path that makes the most sense for you and your family. We’re not here to try and push you in a certain direction. Our job is to help you understand all of your options, educate you on the pros and cons of each, and assist you in constructing a plan that works for you. Contact our financial advisors today for more info!... See More

Business Address: 1240 Winnowing Way, Suite 102, Charleston, South Carolina, 29466, USA
Cedar Management Group is an accredited HOA management company based in Charlotte, NC and providing management services to community associations in North Carolina and South Carolina. Cedar Management Group exclusively focuses on the management of communities, homeowner associations and condominiums as well as commercial associations.... See More

As a financial advisor at Edward Jones, I focus on wealth strategies and portfolio reviews for individual investors and small business owners in the Brenham area. Partnering and working in tandem with other professionals including CPAs, estate planning attorneys, and life insurance specialists, I can help determine the most appropriate financial strategy for you, your family, and your business. I can also help with your retirement savings strategy so that you will have more options when you retire.

In 2003, I joined Edward Jones, after graduating from Texas A&M University. I became a limited partner with Edward Jones in 2008. I use an established process to gain a detailed understanding of my client's values and goals. I then employ specific financial strategies designed to address each client's unique needs and goals, and partner with them throughout their lives to keep them on track.... See More

How's your balance?

We work with just like you. People who are smart and hard-working, but starved for time. People who value long-term relationships and professional guidance when managing their personal and family finances.

Oftentimes, people just like you get so busy with life... their money and their values get "out of whack" (a VERY technical term). This creates conflict not only with investments strategies, but more importantly it can put stress on the relationships you value most (spouses, children, and friends).

We work with our clients to create individualized financial strategies -customized if you will- that strive to align your finances with your values to help you more fully explore and live your definition of "True Wealth."... See More

We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND personal financial planning that may involve retirement planning, estate planning, college funding, retirement distribution options, cash flow/saving strategies, wealth preservation and risk management.

Continuum Wealth Management brings all areas of your personal and financial life together into an actionable plan. We help you on your journey toward long-term financial success by:

• Creating a strategy and putting a plan in place to get you from where you are now to where you want to be
• Helping you achieve your lifestyle and retirement goals
• Managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you
(family, friends, personal interests, life goal, travel etc.)
• Helping you make good financial decisions and avoid costly mistakes
• Simplifying your financial life
• Providing financial peace of mind!... See More