Status: Tax/Financial Planner (244)

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  • Floyd D. Townsend & Associates

    Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.

    Tax/Financial Planner
  • Legacy Care Wealth, LLC

    Welcome To Legacy Care Wealth, LLC Privacy Policy ADV Our high attention to customized service and our independent advice is what truly sets us apart. This quality of service coupled with a clear path towards financial goals allows our clients to attain their dreams. Read More Read More Home About Us Services FAQ Contact Us Blog At Legacy Care Wealth, our mission is to change your perception of financial planning into easy-to-implement financial changes that will help you reach your life goals! ​Legacy Care Wealth is a family owned and operated financial planning firm based in Jersey City, NJ to service New Jersey and the greater New York City area. We develop goal-based financial plans that fully capture your current and future wealth pictures. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with their life goals. We strive to understand and communicate a comprehensive view of family wealth and lifetime success. Through our fee-only platform, we are aligned ​with our clients’ interests to maximize wealth.

    Tax/Financial Planner
  • Olson Tax & Financial Planning

    Welcome to Olson Tax & Financial Planning! At OlsonTFP we believe that every day provides a fresh opportunity to make the most of your financial future. Achieve your goals by integrating knowledgeable financial strategies with sound investment management and efficient tax planning. Mission Our mission is to help you make smart financial decisions. And then implement them. How does OlsonTFP help you make the most of your financial future? Goal-based Planning. Together, we identify, quantify and prioritize your goals Fact-based Analysis. We objectively review the financial and other resources available to reach your goals Practical Implementation. We put in writing a plan that will work for you Fee-only Planning. Unlike many financial advisers, our compensation comes only from our clients and not from sources that might cloud our judgment. Ours is a “fiduciary” relationship where your interests come first.

    Tax/Financial Planner
  • Just Taxes LLC

    Newark, NJ, Just Taxes LLC We are an established Professional Tax Preparation firm. We also provide a variety of services for individuals, small business owners, and independent professionals. We are affordable, experienced, and friendly. Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting! Services for Individuals Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Find Out More... Business Services Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits. Find Out More... Tax Services Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services. Find Out More... Quickbooks Services There's a reason QuickBooks is the number one business accounting software. Put this robust software to work for you with QuickBooks setup and training. Find Out More...

    Tax/Financial Planner
  • Thoughtful Advisors

    We started Thoughtful Advisors as an alternative to all the mainstream financial service providers. We embrace the value created for our clients from the benefits of coordinating the focus, efforts and expected outcomes with your tax and legal providers to identify the most thoughtful strategies that address your specific expectations. We believe Sir John Templeton was right when he said,

    Tax/Financial Planner
  • Westchase Financial Planning

    Our aim at Westchase Financial Planning is for each client to achieve true financial peace of mind. Having financial peace of mind allows you to: Better understand your finances & plan for your future goals Do the things that you want to do in life Be better prepared for unexpected situations You rest easy because you understand where your money is going and why it is going there. If you have a question or a change in your situation, you will always have access to professional advice to make sure your next decision is in line with your financial goals.

    Tax/Financial Planner
  • Tampa Financial Group, Inc.

    Brian L. Wade, CFP® Brian L. Wade, CFP® CERTIFIED FINANCIAL PLANNER™ (813) 314-2294 brian@tampafinancialgroup.com Brian Wade has over 19 years of experience helping Tampa Bay families navigate challenging economic environments and retire on their own terms. He started his career as a financial advisor in 1997 working for Guardian Investor Services, but grew tired of offering proprietary products and went independent in 2003. After his departure, Mr. Wade started Tampa Financial Group to provide a fiduciary level of service and offer the products and services his clients deserve.

    Tax/Financial Planner
  • Maggi Investment Services, LLC

    Our company is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We take a Tax Advisory Approach in helping you with Strategies & Concepts to receive an income that is Tax Free during your retirement years. We help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets. We will take the time to find out your individual needs and goals in order to provide you with a secure and worry-free retirement.

    Tax/Financial Planner
  • Lisa Williams, CPA & EA

    LISA WILLIAMS, CPA & EA WELCOMES YOU Let me handle your accounting needs Lisa Williams, CPA & EA specializes in a variety of accounting services with outstanding support here in Billings, MT. I understand how busy you are, and with my 25 years of expertise I can take care of your taxes, accounting, payroll and bookkeeping needs quickly and effectively. I am equipped to handle the books for you, leaving you to worry less and live more.

    Tax/Financial Planner
  • Ronda Smith & Associates

    Welcome, I’m Ronda Smith ~ That’s Ronda with no “H”. The “H” stands for hassle & I take the hassle out of your financial advising & insurance needs. Whether you’re a seasoned investor or just starting out, I would appreciate the opportunity to earn you business. I build clients comprehensive financial plans that include stocks, bonds, mutual funds, REITS & annuities. Your plan will incorporate not only your retirement savings needs but also your insurance needs including health insurance, dental insurance, disability insurance, life insurance & long term care insurance. I can also help wade through the Medicare & Social Security “maze” of options. There is no cost or obligation to have your own customized financial plan so call to today & get started on your road to financial success. our personalized service focuses on your needs, wants, and financial goals and objectives. We look forward to working with you through all stages of your life.

    Tax/Financial Planner

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