NestEggZone.com

Business Address: 500 W Main St, #315, Russellville, AR, 72801, USA
Bank of England has taken pride in the being there when our borrowers need us. Our mission is to deliver total value to our customers. This means competitive rates, STRESS-FREE closings, extensive product knowledge, and a friendly, helpful attitude. Bank of England Mortgage offers the strengths of a strong capital base, a solid and committed business plan and experienced management along with the assurance of a successful track record. Since our doors opened in 1898 in England, Arkansas, Bank of England has been providing down home service. Along with powerful nationwide mortgage loans, we offer clients peace of mind knowing they are working with a credible national mortgage banker. Our success is due primarily to the talent of our people and access to hundreds of mortgage products at industry best pricing. Our management team has a combined 150 years of mortgage experience and is actively involved as members and board members on local, state and national mortgage broker and banker associations. Building on that foundation, we have grown to a company of more than 1000 employees with branches in over 40 states. We have over 100 locations nationwide to serve your mortgage needs. We understand you're making a commitment in buying a new home, refinancing or cashing out the equity in your home. You can be certain that we will do our utmost to answer all of your questions so you can be confident that you have the best rate to fit your personal needs. Our mortgage professionals stand by ready to give you the personal attention you deserve and treat you with the respect due a valued customer.... 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

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

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 your costs. We can provide crafted customization to meet your socially-responsible investing preferences and we maximize your after-tax return with custom tax management of the portfolio to minimize your tax burden—which you cannot do by holding mutual funds. Contact us for a free review of your existing portfolio to see if you could benefit from our custom quantitative approach.... 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

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

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

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

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

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

Our team has collectively been in the financial services business for more than six decades and believe that experience is the best teacher.

Our wealth planning process is focused on your priorities established by you, for you, for your family, and for future generations.

Our comprehensive wealth plans integrate investment management, retirement planning, cash flow management, educational funding, tax planning, risk management and asset protection. We also include asset gifting, estate planning and business succession planning into the detailed plan.... See More

I believe financial planning should be simpler and more accessible to everyone, more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products that you may or may not need. If you want unbiased advice tailored to your financial life goals, this is the right place for you. I am an Accredited Financial Counselor (AFC®) and a Candidate for CFP® Certification. I do not sell any financial products nor receive commissions from any of the products I recommend to you. You can be sure my recommendations are in your best interest and serve the overall goals of a comprehensive financial plan that includes not just investments and insurance, but also income tax considerations, future retirement income planning, cash flow and debt management, maximizing employee benefits, and any educational needs your family may have. I also enjoy working with small businesses to establish low-cost 401k plans to help both the employer and employees access tax-advantaged savings for retirement.... See More