Financial Advisors in the U.S.

Client-centered collaborative investment practice, with practical approach to markets and investments. Boutique wealth management firm backed by largest custody bank in the world. Specialty practices in growth investing, as well as muni bonds and women's planning issues including marriage and divorce. Quarterly public education events for women feature female experts in roundtable discussions on financial topics.... See More

rebel Financial is a truly independent fee-only Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial. Please read more about our company at: www.rebelfinancial.com

We specialize in Business, Retirement, and Estate Planning. We have the ability to manage our clients assets through multiple custodians and place insurance business with a wide variety of insurance carriers. We are fiduciaries in everything we do for our clients and are proud to hold ourselves to this high standard.... See More

I have 17 years of experience as a financial advisor, a West Point Graduate, former Army Officer and recent graduate of the Bible Center Training Pastors.

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

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you have an uncompromising, reliable partner.

We pride ourselves on offering holistic planning services, covering all dimensions of your financial well-being, including:
• Retirement Planning
• Estate Planning
• Tax Strategies
• Education Funding
• Cash Flow Management
• Social Security Maximization... See More

Our Purpose is to partner with our clients to achieve their personal and business goals by helping them grow, protect, and properly transfer their business and personal wealth. WealthBridge Inc. prides itself on its fiduciary oath, which is to exercise its best efforts to act in good faith and in the best interests of the client. Our clients’ success is not measured solely by performance statistics but rather the success of achieving their business and personal financial goals.... See More

An award winning Fee-Only investment management and financial planning firm dedicated to helping your build wealth through a consistent, disciplined process. Our firm was founded in 1963 by Tom Meyer's grandfather and has been providing sound financial advice for over five decades. As an independent Registered Investment Adviser (RIA), we remain rooted in servicing our clients; not selling them commissioned based products. Our team has over 170 years of industry experience. We focuses on the proper risk management as well as setting proper investor expectations given the current market environments.... See More

Dream With A Plan. We are a fee-only Financial Planning practice and our focus is to help you obtain your life desires. We provide comprehensive financial planning, tax preparation and investment management.
Please visit our website www.kjhfinancialservices.com
Kimberly J. Howard,CFP®... See More

In 1990 Jeff Carter, RICP® started his firm, Smart Financial Strategies, Inc., intent upon utilizing a variety of strategies to help pre-retirees and retirees protect their nest eggs through stock market ups and downs and from devastating nursing home costs.

My mission, Jeff says, is to make every conscientious effort to ascertain and understand my clients’ circumstances and needs, and then render those services which, in the same circumstances, I would render for myself.

In addition to 27-plus years of financial services experience, Jeff brings to his clients four professional designations: Retirement Income Certified Professional (RICP®), Certified Senior Advisor (CSA), Registered Financial Consultant (RFC) and Life Underwriter Training Council Fellow (LUTCF).

Earning those designations required advanced coursework in structuring effective retirement income plans, mitigating risks to a plan, and creating a sustainable stream of income to last throughout retirement.

As head of an independent financial firm, Jeff is not pressured by anyone to meet sales quotas or sell financial products that may not be suitable for clients. Dealing with him, clients receive unbiased, well thought- out strategies, not a sales pitch. His unbiased, caring services have helped him build a loyal, growing clientele.

In his leisure time, Jeff enjoys golf, travel, reading, gardening, friends, and family. He has been married to Jenny for 30 years and has two adult children.

As a published Author Jeff has shared his 27 years of professional experience in the book Retirement Boom, which can be purchased by visiting http://SmartFinancialStrategies.com

Jeff is available to discuss with you schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.... See More

Business Address: 800 South Gay Street, Suite 2600, Knoxville, Tennessee, 37929, USA
The Wages Wilson Group works closely with you to organize, plan and manage all aspects of your wealth. We focus specifically on the unique needs of legal professionals, small business and corporate executives who run closely-held private companies, as well as the founding families of those companies. We believe our clients value our ability to speak knowledgeably about their professional ventures.

Our experienced team can help you to create a comprehensive financial plan that includes your retirement and lifestyle transition goals. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management centered entirely on you, your family and your dreams for the future.... See More

Business Address: 27 Park Street, Westborough, MA, 01581, United States

Westborough MA Financial Planner, Catalyst Wealth Advisors offers sound financial planning, investment management, insurance programs and tax planning services.
Financial Planners
A well-considered financial plan is more than a list of your assets, hopes and dreams; it's a comprehensive, structured evaluation of your current resources, future plans, tolerance for risk and needs over time. When it’s done right, your financial plan serves as the foundation on which all of your investment, insurance and tax strategies should be built.
At Catalyst Wealth Advisors, we welcome the opportunity to work with you to develop a financial plan that will give you the clarity and confidence you need to navigate the future. Then, as your circumstances change over time, we will update the plan so that it becomes a dynamic template for evaluating your options and setting a future course.
Investment Advisors & Management
Careful management of your investments requires close attention to the markets, to the details of your portfolio and to your evolving needs.
At Catalyst Wealth Advisors, we provide our personal guidance, knowledge and experience to help you manage your financial life. As an independent advisor, we don’t represent the interests of any particular fund, company or financial services provider. Most important, we are proactive partners who work every day to provide you with clear, unbiased advice that's based on the best data available.
Insurance Programs
A sophisticated insurance program should be part of any comprehensive financial plan. Properly structured, it will enhance financial security while reducing risk. That means more than just having life insurance or disability insurance. It means understanding how insurance fits into your overall wealth management strategy.
Your goals and risk tolerance will help us determine what types and how much insurance you’ll need for a sense of security over time. At Catalyst Wealth Advisors, we consider every aspect of your financial life and often find areas in which insurance can complement your larger portfolio. The range of possibilities varies but, considered carefully, the right insurance program will provide a level of security that no other type of investment can match.

Tax Planning Services

Tax planning is a key part of prudent wealth management. Over time, it can have a significant effect on financial outcomes. And, while investment decisions should never be made solely on the basis of tax considerations, the best approach will always consider tax consequences as part of an overall plan.

At Catalyst Wealth Advisors, we believe that your tax work deserves the same high level of analysis, research and decision making that you would devote to any other aspect of your financial life. That’s why we provide direct, personal consultation on tax matters from a highly experienced team that can evaluate all aspects of your financial situation to achieve the best tax outcome.

About Jim Billman-Golemme
Jim has over 30 years of experience as a financial advisor and practicing CPA. He works closely with individuals, business owners, their families and related retirement plan participants to establish and maintain effective wealth management strategies. He has also served as an ERISA retirement plan fiduciary and taught taxation at the graduate level at Northeastern University.
Jim has had extensive experience in all aspects of the business lifecycle, from formation and capitalization to operations and growth as well as acquisitions and divestitures. As an advisor to many closely-held companies, he has often helped the owners manage financial assets generated by sale of a business.... See More

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your working conditions.... 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

James H. Lee, CFA, CMT, CFP. StratFI offers a dynamic, forward-looking alternative to the run-of-the-mill investing approach provided by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpoint investment opportunities and risks well before others become aware of them.

Our firm was recently recognized in Delaware Today and Philadelphia Magazine as a Five-Star Wealth Manager.

Founding manager Jim Lee holds multiple well-respected professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT). He is a veteran advisor with 25 years of experience.

StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. Just as importantly, we never accept commissions for recommending any product or solution. Our goal is to help you succeed.

Contact us today for a free initial consultation.... See More