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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

We provide active investment management and comprehesive financial planning on a fee only basis (no commissions). We have been in business since 1992 a 2nd generation family owned and operated business. We have advanced training and education including Certified Finanial Planner Degisnations and CPA. Our advisors act as fiduciaries. Our purpose is to help clients reach their financial goals more effectively and efficiently!... 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

https://401kisc.com/ KISC is an RIA with focus on Fiduciary services to qualified plans, differentiates itself by incorporating Behavioral Economics Consulting in their Plan Design.

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

Sprout Advisers is a leading Investment consultant agency in Lehi, Utah; helping people to take control of their future with the best investment management and financial planning service. We offer Self Directed IRA services that will allow individuals to plan their retirement savings and other investments methods for better and less financial risk decisions in life. As a Registered Investment Advisor’s firm and team, our focus is to provide our clients with a comprehensive investment management program to help build and protect our customer’s wealth.

We create personalized and efficient plan for every client based upon his/her financial value by using high rated tools to evaluate the risk factors in long-term investment and retirement benefit calculation. The personalized service at Sprout will give you the accurate idea of your future financial timeline and give full independence in investment under the guidance of our licensed and experienced investment advisor. For more information, visit https://sproutadvisers.com/... 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

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

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

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

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

as an independent Registered Investment Adviser(RIA), we look for a probability of success, understanding we face an inexact future in fulfilling your financial goals. We focus on client's time frames and the returns needed to achieve their goals.

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