NestEggZone.com

Eric Flaten, founded a botique wealth management business solely focused on helping a small group of families (>$3 million net worth or >$500k/annual income) seeking to use their wealth to maximize what matters most in their life.

Eric Flaten is an advisor representative of Sowell Management Services, which does business as ePERSONAL FINANCIAL, LLC. Eric is also the founder of ePERSONAL FINANCIAL, LLC, a separate legal entity. Advisory services are offered through Sowell Management Services, a registered investment advisor.... See More

Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

Address: 5900 N Burdick St, Ste 100, East Syracuse, NY, 13057-9464
HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ability to build long-lasting relationships with our clients through superior advising services. Our individual, family, and business clients alike are assured of the same level of measured, well-informed guidance we afford all of our clients, whether you require wealth management, retirement or estate planning, life insurance, or more. Find out how HighPoint Advisors, LLC can help you make the best financial decisions today. Contact us in Suite 100 at 5900 North Burdick Street, East Syracuse, NY 13057.... See More

We offer scientifically-based investment management, comprehensive financial planning, and effective tax advice to help you reach your financial goals.
We don't believe in making things unnecessarily complex and strive to provide straightforward, honest solutions with your best interest first, always!... See More

Create a consistent retirement income with our 5-step retirement income process:
Turn your retirement savings into income
Control and protect your lifetime income
Minimize your taxes throughout retirement

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

► Investments
► Charitable Endowments
► Not-For-Profit Associations
► Charitable Trusts
► Private Foundations
► Estate Settlement Services
► Retirement Planning
► Estate Planning
► Education Planning... See More

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

K.Fino Financial is a woman and minority owned local financial services firm founded by Karina Fino amidst the COVID-19 pandemic. We specialize in providing Loudoun County and the greater Northern Virginia area with the industry leading professional and individual attention necessary to help our clients achieve their financial planning, wealth management, retirement, investment, insurance, and education savings goals. We believe that you should live well today while responsibly planning for tomorrow.

As an independent firm we are proudly able to offer our clients lower fees, a better and more modern experience leveraging cutting-edge technologies, and unique opportunities through strategic partnerships with the highest rated service providers available.

We don't have any volume targets to meet because we have zero compensatory ties to any financial product or company. Simply put: we commit to placing your interests first, we avoid conflicts of interest, and our compensation is transparent to you since all fees are arranged in writing in advance.

We look forward to speaking with you – book your breakthrough session today at http://book.kfino.com!... See More

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly.

Giving back is important to Ray. He is on the Board of Visitors for California Baptist University, Board of Directors for LifeStream Blood Bank & the Board of Trustees for Vitalant, one of the nation's oldest & largest transfusion medicine organizations, providing services to almost 1,000 hospitals across 40 states.... See More

Vladimir specializes in financial planning, business and employer solutions, custom investment ideas, and manages investment portfolios for the team. Vladimir graduated from Georgia State University with honors and has a B.S. in Economics and minor in Risk Management & Insurance. Since 2011, he has been in the investment services business, and in 2019 Vladimir obtained his certificate in financial planning from University of Georgia, and the prestigious Certified Financial Planner™ professional designation. Currently, Vladimir is pursuing his MBA at Georgia Tech with a concentration in quantitative finance. In 2020 he opened a Silver Penny branch in Peachtree City to better serve the local community.

Vladimir’s family moved from Ukraine in 1999, and he currently lives near Peachtree City with his wife and three kids. Outside of the office, he enjoys outdoor sports such as hunting, golf, and volleyball. Vladimir’s desire to serve others goes well beyond financial planning; in the local community he is actively involved as a youth leader in his local church, a member of several missionary boards, and himself serves in missionary and humanitarian efforts in Eastern Europe, Asia, and South America.... See More

Intermountain Wealth Management is a fee-only Registered Investment Advisor based in Idaho Falls, idaho. Instead of measuring our success on commissions or company growth, we pride ourselves on the financial health and happiness of our clients. And that’s how it should be. Give us a call or schedule an appointment with us today.... See More

We help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement. As investment advisors, our goal is to provide significant value-added, after all fees, expenses, and taxes, over what our clients might have otherwise achieved without our help. We invest alongside our clients and further align our interests with theirs by offering a performance-based fee (for qualified investors) as an alternative to the usual asset-based fee.... See More

World Market Advisors provides ethical, affordable, and innovative Wealth Management strategies to help you meet your needs, hopes, and aspirations. With over 35 years of experience, we are independent, employee-owned, and laser-focused on our clients' needs.... See More

Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice. We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.... See More

BKM Wealth Management is an independent financial advisory practice in Brookfield, WI. We act as fiduciaries and specialize in retirement income planning, financial planning, and corporate retirement plans for small business owners.