Financial Services

Holistic Wealth Management

We assist people to discover for themselves where they are leaking money unknowingly and unnecessarily.

Small Business Bookkeeping and Financial Strategic Support

Financial Education, Holistic Planning, Independent, No Min or Max

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me t

Macro Asset Perspective® is a unique process incorporating principles of asset allocation relative to risk tolerance and tax retirement, enhance and maximize future net retirement income.

We do custom financial planning and investment management services for individuals, couples and small businesses. We offer over 100 different investment and insurance companies products so we customize the solutions to meet your specific goals.

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices in Tampa, Denver, P

BMO Wealth Management provides a personalized approach to wealth services focusing on Insurance & Risk Management, Investment Management, Banking & Borrowing, Trust & Estate, Charitable Giving, Tax Planning Strategies, and Retirement Planning.

Do you ever wonder if you’re saving your money in all the right places…or are they the right places? Ever wonder what your financial options are? Would you like to know how all your pieces fit together? Take that burden off your shoulders; understand wh

I serve individuals, families, and small business owners by helping identify, plan for and achieve financial goals. I am a CERTIFIED FINANCIAL PLANNER® and Retirement Income Certified Professional® with over a decade of experience in wealth management.

Summit Payments helps merchants succeed in an industry where the scales are often tipped against them. Merchant Services is more complex than it needs to be and not transparent. We will identify opportunities for you to be more efficient while reducing c

We Are Merit. Your trusted financial partner, providing the support you need to navigate life's challenges, transitions, and victories.

I develop investment plans for high-net-worth families and tax-advantaged strategies for business owners. My mission is to provide highly personalized investment and wealth planning guidance. Engagements span a client’s full lifecycle and include a frame

Commercial and Private Banking, Investments, Trusts, Wealth Planning

Wealth Management, Financial Planning