Our purpose at Scalco Financial is to help provide our clients with clarity and peace of mind concerning their tax and financial affairs. We offer independent advice and services in the inter-related fields of income tax and wealth management. As ourSee More
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Offering trusted guidance and objective advice, MJF Financial is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape.
Securities and Advisory services offered through LP ... See More
Delia Fernandez, CFP, MBA
Douglas Taylor, CFP, CPA/PFS
YOUR FINANCIAL GUIDE THROUGH YOUR LIFE'S JOURNEY
At Taylor Wealth Management, we believe planning for your financial future is not an event: it's a process. Our process is an ongoing dialogue that helps you identify your ... See More
Angela Dorsey, CFP, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance andSee More
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My Mission:
To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life.
Carl Carpenter, BS, CFA, CFP
BFP is an independent, fee-only, financial advisory firm that provides portfolio management and financial planning to clients that are serious about achieving financial prosperity. BFP is owned and operated by Carl Carpe ... See More
Greg Meyer, CPA
Greg Meyer founded New Wave Financial Services to help technology entrepreneurs and professionals make sense of their complicated finances. His goal was to bring a holistic approach to the industry that would allow him to alleviate th ... See More
Leighann Miko, CFP, MST
Hello. We're Equalis Financial and we have the financial help you're looking for.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
Focused whole-heart ... See More
Patrick Dinan, CFP
Financial Planning
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. My goal is to be your accountability partn ... See More
McIntosh Capital Advisors LLC is a fee-only Registered Investment Advisory Firm committed to helping you achieve the goals that will provide you the greatest long-term satisfaction. Your success is our success, and as a fee-only firm, our only loyaltSee More
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Steven Medland, CFP, MBA
Risk management is at the heart of our approach to financial planning. With our expertise in mathematical analysis and financial planning, we make careful investment choices by methodically monitoring market analytics and inf ... See More
Patricia Parker, CDFA, CFP
Patricia Heaton Parker, CFP, CEP, CDFA, has been an active member of the Financial Planning Industry for over 20 years. She founded her firm, Discovery Financial to service the needs of clients going through transition. Wh ... See More
Richard Schultz, BS, CFP
Specializing in active management, we serve investors seeking attractive investment returns with less risk than what can ordinarily be achieved through traditional methods of diversification.
We believe that the key to succe ... See More
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