NestEggZone.com

CERTIFIED FINANCIAL PLANNER™ and fiduciary financial advisor focused on achieving client goals. Serving Middle Tennessee and the Nashville areas. Fee-only, portfolio management and comprehensive financial plans. Free initial consultation.

Samuel Rad is one of the best financial advisors in Los Angeles. As a Fiduciary, he will always place your interest ahead of any company. He also does not work for any brand, so you will never be pressured into any products!

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.... See More

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

Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.... See More

PG Capital Management Group is an independent private wealth advisory firm dedicated to working with individuals, families, and small businesses. We strive to create strategies and solutions that would fit your personal financial goals by focusing on you and what's important to you. The company acts as a general partner, managing member, and/or investment manager to the U.S.-based private investment fund and as an investment advisor for individual institutional and non-institutional accounts that invest in a variety of securities.

PG Capital Management Group LLC ("PG Capital") acts as a general partner, managing member, and/or investment manager to the U.S.-based private investment fund and as a wealth manager, investment/financial advisor, and financial planner for individual institutional and non-institutional clients that invest in a variety of securities.

PG Capital and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.... See More

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Engage Advisors is a Dental CPA and Business Advisory firm providing solutions for dentists. Engage Advisors knows what it takes to run a profitable dental practice – we work with over 500 financially successful dentists. When you engage with us, we manage all of your financial details so that you have the insights and time to make the right decisions. The results are just as you would expect – a financially healthy dental practice with more free time for you and your family.... See More

The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it.

Ryan Phillips is a fee-only financial planner located in Reston, VA serving families throughout the Loudoun County and Fairfax region. GuidePoint Financial Planning provides comprehensive wealth management and financial planning to help busy families, entrepreneurs, and federal employees to grow and protect their assets through life’s transitions. Ryan Phillips is a CERTIFIED FINANCIAL PLANNER™ Professional and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

MPG is a leading Finance Planner and Financial Consultant in Houston, Dallas, Fort Worth, Oklahoma City, and Surrounding Areas. Contact Us Today For Your Financial Employment Needs!

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

Freedom Founder is a community of like-minded investors that helps orthodontists or dentists to overcome their economic barriers and achieve financial freedom. Being a part of a community of investors will help in wealth building for orthodontists through strategic coaching, reliable investment deal flow, and cash-flow opportunities. Our network of esteemed advisors is our greatest strength that helps us survive the turbulence in the market and bring order in chaos through proactive financial planning for dentists. We take immense pride in our ability to generate higher returns and continuous cash flow through reliable real estate investment for doctors. Our collective bargaining power and market expertise help us in negotiating deals and creating investment opportunities that are beyond the reach of individual investors. Our network of fellow practitioners with similar goals and core values ensures a higher layer of safety in investment. We also offer our new members an opportunity to enhance their real estate knowledge and investment skills to achieve higher returns and growth. Freedom Founder is a unique forum that helps generate a reliable passive income source for dentists and provides them with an early retirement plan. For more details, visit our website at https://www.freedomfounders.com/why-choose-freedom-founders/ & https://www.freedomfounders.com/blog/.

Address: 519 E IH 30 # 246, Rockwall, TX, 75087... 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

Douglas Greenberg is President of Pacific Northwest Advisory (PNWA), an investment advisory company providing highly personalized financial guidance to business owners, executives and individual investors.

He founded PNWA after compiling a remarkable track record over 25 years as one of the country’s leading financial advisors at Morgan Stanley, the global leader in wealth management and financial services. He became the firm’s top advisor in Oregon by assets under management and revenue -- recognition which extended outside the company. Barron’s chose Doug for its annual “Top Advisor Rankings” over four straight years, ranking him second among all financial advisors in 2012. The Financial Times selected Doug among the “FT 400 Top Financial Advisers,” one of only two advisors in Oregon in 2013. Doug’s work on behalf of his clients also came to the attention of Forbes who chose him for its annual “Best in State” listing of the top wealth advisors in Oregon.... See More