Financial Advisors in the U.S.

Ray Prospero-JD, ChFC® is an award-winning financial advisor in Southern CA. He is a former Senior Vice President at a large Wall Street firm, where he was awarded the Circle of Excellence, reserved for top advisors nationwide. He is the recipient of Corona, CA's 40 under 40 award, recognized by US Congress, CA Senate and Assembly. Ray has been featured in various media, including Forbes, FOX Business and US News & World Report.

Giving back is important to Ray. He is on the Board of Visitors for California Baptist University, Board of Directors for LifeStream Blood Bank & the Board of Trustees for Vitalant, one of the nation's oldest & largest transfusion medicine organizations, providing services to almost 1,000 hospitals across 40 states.... See More

Client-centered collaborative investment practice, with practical approach to markets and investments. 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

MCG is an award-winning "Fee-Only" investment management and financial planning firm dedicated to helping you build wealth through a consistent, disciplined process. Founded in 1963, we've been providing sound financial advice for over five decades. Our team of professionals have over 170 years of industry experience. As an independent Registered Investment Adviser (RIA), we remain rooted in servicing our clients; not selling them commissioned based products. We focus on risk management as well as setting proper investor expectations given the current market environments.... 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

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

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

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Minneapolis, Farmington, Coon Rapids, Lakeville and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients identify their specific life goals, and by designing an objective financial game plan; outlining unique opportunities to be utilized to achieve those goals, which typically include:
• Planning for retirement (i.e. when, where, how much, etc.)
• Potentially improve portfolio performance by using passive, low-cost, tax-efficient securities, and designing strategies to invest available dollars more tax effectively using an Asset Location Strategy approach
• By using our extensive tax background, we design and implement multi-year tax minimization strategies including concentrated stock and stock option planning, strategic Roth IRA conversions, charitable techniques, and many other strategies
• Generate ideas to better leverage small business ownership
• Review of mortgage / debt and potentially assist with interest reduction techniques
• Estate plan design and implementation assistance
• Review of life, disability and property casualty insurance coverages for appropriate coverage levels
Our advisors are all Certified Financial PlannersTM with three being Certified Public Accountants and two others being Enrolled Agents. We leverage our tax expertise in our portfolio management techniques (via our Asset Location Strategy) as well as employing multi-year tax minimization tactics.
• Asset Location Strategy: We construct client portfolios to leverage the most tax-appropriate securities in the most advantageous locations (taxable, tax-deferred and tax-free).
• Tax Minimization: We design and execute a variety of tax reduction opportunities including (but certainly not limited to) creating a tax-effective savings plan, strategic Roth IRA conversions, tax-reducing charitable contribution approaches.
• Tax-Efficient Withdrawal Strategy: We design a client-specific action plan for tax-effectively generating a cash flow stream from a retiring client’s various cash producing resources. Those resources typically include pension income, Social Security benefits, taxable, tax-deferred and tax-free account drawdowns, rental income and the sale of a business.... See More

Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughtful service and investment advice. As a fee-only registered investment advisor (RIA), we present you with objective, independent guidance for achieving your financial goals.

We have particular expertise in dealing with retirement planning, 401K and IRA rollovers, social security planning, and investment management. Many of our clients work, or have retired from, General Dynamics, Pfizer, and L&M Hospital.

In addition, as a Certified Divorce Financial Analyst, we have a focus on women that are going through divorce or have been widowed.

Robert Henderson, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional.

Please see our personal finance blog at https://LWMwealth.com/blog .

Robert Henderson, CFP®
Lansdowne Wealth Management, LLC
34 Water Street
Mystic, CT 06355


https://LWMwealth.com... 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

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance and match you up with the correct investment that fits. You do not have to take on a great deal of risk to get gains. I also have an office in Venice. Call me to schedule an appointment in either Sarasota, Venice or the Port Charlotte office.... See More

Travis Cruger, President of Cruger Financial Services, provides the daily market report for KEDT 90.3 FM, and is heavily involved with local non-profit organizations. He currently serves on the board of directors for the Ronald McDonald House of Corpus Christi, the Corpus Christi Police Foundation, and USO South Texas. Travis Has an MBA from Texas A&M University, where he met his wife, Allison. Together, they have two daughters, Lana & Sadie.

There are more ways to manage money than there are people that manage it. In these times you hear many words thrown around the financial industry and media: stocks, bonds, mutual funds, diversification, re-balancing, bulls, bears, etc. There are countless opinions and websites that seem dedicated to information overload, leaving you wondering whom to trust. At Cruger Financial Services we help you make sense of it all. Our focused investment recommendations are always based on your unique needs and are executed with complete transparency. You’ll never be left wondering what you’re invested in, or why.... See More

Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

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 are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets for individual investors and their families and retirement plan sponsors nationwide.

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, where you stand. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family.

Searcy Financial Services, Inc. is a Registered Investment Advisory firm offering the following highly personalized services:

► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.

► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth.

► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.

► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.... See More