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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

Business Address: 1093 Wentzville Pkwy, Wentzville, MO, 63385, 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

We have developed and refined a process that puts all the pieces of the financial puzzle together for our clients and their families.

Our value to you lies in our wealth management firms' effort in understanding and documenting every aspect of your family’s life. We undertake this challenge through planning, “real-time planning,” not a binder that sits on the shelf. We have developed and refined a process that strives to tilt the probability of a successful outcome in your family’s favor.

• We strive to ask the right questions
• We never prescribe before we diagnose a problem
• We help our clients hope for the best and plan for the worst... 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

Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families. At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly allowing you to stay on course.... See More

Business Address: 111 Broadway, 12th Floor, New York, NY, 10006, USA
As the leading cross-border Investor Relations firm, Taylor Rafferty offers the finest in all phases and facets of investor relations, as well as capital markets goals and communications. Drawing from over 35 years of experience, Taylor Rafferty exceeds expectations, even as the leading independent Investor Relations firm.... 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

Southwest Investment Advisors, Inc. was founded in 2001 by long time advisors Bart Schannep and Rob Wright to provide independent investment advisory services in Tucson, Arizona.

We are very distinct in that we work as a team. What this means, is that our clients never have to wait for an answer because someone is on the other line or out of the office.

Every Advisor and staff member can help any client and we invest our client's money the same way we invest our own money, based on Modern Portfolio Theory.

Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.

Although our primary focus is Retirement and Wealth Building, we can also help with:

Social Security
Long Term Care Insurance
Life Insurance
Educational Savings... 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

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

The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that understands that family dynamics play an important role in family wealth management. They offer comprehensive wealth management services through their proprietary Wealth Management for Life™ process plus à la carte Investment Management, Financial Planning, and Insurance services.... See More