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Cal Horton Inc

1036 Centerville Circle
Vadnais Heights, MN 55127

651-773-0660 / 877-773-0660
651-256-4749
cath@cal-horton.com
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Retirement Planning For Professional Workers

  • Life Insurance 
  • Investments
  • Pre/Post Retirement Planning 
  • Charitable Gift Giving 
  • Estate Planning & More

Licensed/Insured


First Financial Tax Group

Boca Raton, FL 33432

561-544-7006
fkornfeld@fftaxgroup.us
http://fftaxgroup.us/6-fpcm/

6.0% APY For 1 Year, Interest Paid Monthly

The Fixed Income Alternative

  • First Position Commercial Mortgage Notes (FPCMs) are Safer Alternatives. They Are 12 Month Notes Secured By High-Value Commercial Real Estate 
  • Low $25,000 Minimum
  • Great For Single, Joint, Trust & IRA Accounts
  • FPCMs Are Not An Annuity Or Insurance Product 
  • No Fees To Buy or Maintain

To Download Our Free FPCM Buyer's Guide, Visit Our Website At http://fftaxgroup.us/6-fpcm/ Or Give Us A Call To Have One Mailed To You.

 


Edward Jones - Financial Advisor - Kelly Kafka Schrempp, CFP

808 Yellow Brick Road,
Chaska, MN 55318

952-361-9617 / 888-361-9689
http://www.edwardjones.com/Kelly-Schrempp
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  • Annuities 
  • Education Savings
  • Equity Investments
  • Estate & Trusts Services 
  • Insurance 
  • Fixed-Income Investments 
  • Mutual Funds 
  • Portfolio & Retirement Plan Reviews 
  • Business and Individual Retirement Plans 
  • Financial Analysis 
  • Strategic Planning and More......


Wexler & Wexler, CPA'S, P.A.

P.O.Box 190
Montvale, NJ 07645

201-838-9688 / 201-930-0590
201-930-9655
wexcpas@gmail.com
http://www.wexcpas.vpweb.com
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Specializing In:

  • Preparation and E-Filing of All Federal & State Income, Payroll, Sales, Estate & Exempt Organization Tax Returns
  • Accounting Services To Small & Mid-Sized Business Entities
  • Court Appointed In NJ For Matrimonial & Valuation Purposes
  • Licensed Securities & Life/ Health Insurance


BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

973-831-2188
973-831-2187
info@bewfinancialsolutions.com
http://www.bewfinancialsolutions.com
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BEW Financial Services

Bruce E. Weiner - President

Specialize in:

  • Life Insurance
  • Annuities
  • Individual & Group Health Insurance
  • Disability Insurance
  • Business Continuation Insurance
  • Long-Term Care Insurance
  • Medicare Insurance
  • Retirement Planning
  • College Planning 


Cory Mireau Ameriprise Financial

6500 City West Parkway Suite 400
Eden Prairie, MN 55344

952-746-9450 / 952-484-1676
952-746-9441
Corey.l.mireau@ampf.com
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Fully Liscensed For: 

  • General Securities
  • Life Insurance 
  • variable investments
  • Disability Insurance 
  • Longterm care Insurance 

Focuses:

Comprehensive Financial Planning, Including:

  • Retirment Planning 
  • Investment planning
  • Estate And Legacy Planning 
  • Tax Planning 
  • Risk/Insurance Planning, Etc.


Bergen Financial & Advisory Services, LLC

361 Golf Avenue
Maywood , NJ 07607

201-712-0404 / 201-320-0914
201-712-0440
farcaroli@msn.com
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  • Financial Statement Preparation
  • Merge Companies
  • Due Diligence
  • General Accounting Management
  • Account Analysis
  • Reconciliation
  • Medical Centers
  • Hospitals
  • Private Practices
  • Outpatient Centers


Collins Wealth Management

2000 Old West Main, Suite 324
Red Wing , MN 55066

651-385-2209
gcollins@americanportfolios.com
http://www.collinswealthmgmt.com
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Our Only Business Is "Building & Protecting Your Wealth" 

  • Asset Management
  • Investment Strategies
  • Tax Management 
  • Retirement Strategies
  • Estate Planning & Conservation & More...


F.S. Levett & Co

151 S. Main Street
New City , NY 10956

845-356-6599
845-356-8862
fslcpa@gmail.com
http://www.fslevettcpa.com
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  • Tax Planning & Preparation
  • Accounting Services
  • Individual/ Business Services
  • Financial Advisor
  • Bookkeeping
  • Payroll Services
  • Estates & Trusts
  • Sales Taxes
  • Corporation, LLC Formation
  • IRS Audits & Much More..........


Evergreen Financial Group

708 N. 1st Street, Suite 342
Minneapolis, MN 55401

612-339-5352
612-677-3673
jpyne@berthelrep.com
http://www.evergreenfinancialgroup.net
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Providing Quality Financial Service 

Selecting The Right Advisor Can Increase Your Confidence When It Comes To Your Financial Future. We Believe Each Investor Is Unique.

  • Traditional Investments 
  • Non-Traditional Investments 

 


Northwestern Mutual

115 W. Century Road, Suite 125
Paramus, NJ 07652

201-639-0635 / 201-835-6946
http://www.nmfn.com/thomasteel
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Who's Helping You Build Your Financial Future?

  • Asset and Income Protection
  • Investment Strategies
  • Personal Need Analysis
  • Education Funding
  • Business Planning
  • Estate Planning
  • Retirement Planning
  • Trust Services
  • Insurances
  • Investments and Much More...

 


BGM Trunorth Wealth Partners

4470 W. 78th St. Circle, Suite 200
Bloomington, MN 55435

651-735-5878
651-735-5881
http://www.bgmtrunorth.com
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Peter Rekstad - Wealth Partner, COO

What Does "Quality Of Life" Mean To You?

  • Ongoing Financial Planning 
  • Investment Management
  • Financial Planning 
  • Wealth Management 
  • Tax Planning 
  • Ongoing Services 

 


Tax Tranz

652 B Newark Avenue
Jersey City, NJ 07306

718-979-5988 / 908-307-9328
201-455-6318
tranzsolutions@gmail.com
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A Member of TBC - Trade Business Center, A Diversified Group

  • Individual & Business Tax Services, IRS Problems
  • Financial Personal & Business Advising
  • Bookkeeping & Quickbooks Pro Adviser for 15 years
  • and Much More...


Symmetric Advisors, Inc

13911 Ridgedale Dr, Suite #425
Minnetonka, MN 55305

866-260-0615
952-417-4101
dthompson@symmetricaladvisors.com
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  • Money Management 
  • Variable Annunities  
  • Advisory Services 
  • Asset Management Services & More 

Call Us For A Consultation!


Proven Results

Fort Lauderdale, FL 33308

954-684-6618 / 800-732-7704

Proven Results is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Discover innovative solutions to your financial puzzles

Be sure you do not own stocks in comapnies involved in abortion, pornagraphy, non-marrie lifestyles, etc.


Eagle Valley Financial Services, Inc

5708 Upper 147th St. W., Suite #103
Apple Valley , MN 55124

952-997-3045
952-997-3049
jeffreycbuck@aol.com
http://www.eaglevalleyfs.com
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Let Us Help You Plan For The Future 

"We Are Committed To Maintaining The Highest Standards Of Integrity & Professionalism In Our Relationship With You, Our Client." 

We Offer A Wide Range Of Financial Products & Services To Individuals & Business Owners.

  • Tax Management 
  • Investment Management
  • Retirement Strategies 
  • Estate Conservation 
  • Insurance/ Annuity Products 

 

 


Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

201-768-0218
201-768-6467
http://www.porrofinancial.com
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Michael J. Porro & Co. LLC is a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clutter means of assisting our clients in their financial decisions. In addition to our team of experienced planners we have
developed a network of individuals outside of our firm so that we can bring to the table expertise in all matters that concern one's finances. Our team approach means that clients receive more than a one-time, one-answer solution to problems. We deliver a comprehensive response to all matters before us. No financial question should be answered out of the context of our clients' complete situation.

We work to assist you in making your financial decisions. We don't look to usurp your role in managing your financial matters unless you wish us to do so. You can rely on us because we have practical experience, knowledge and work only for you. No one pays for our expertise but you. We sell no financial product. We sell only our expertise. We are a member of following professional financial service organization.

Our employees adhere to the ethical standards of the Institute of Certified Financial Planners Board of Standards and of The National Association of Enrolled Agents. You may find more information about these professional organizations by visiting CFP.net and NAEA.org.

CFP.net (Certified Financial Planner - To help you with your financial planning needs)

NAEA.org (National Association of Enrolled Agent - Tax matters)

You get both services at Michael J. Porro & Co.

Our Services:-

Over the years we developed a range of services to address all matters that have
 
anything to do with the day-to-day and long-range financial survival of an individual, family or business. These now include: retirement planning, investment management, estate planning, business services, taxes, insurance planning, employee benefits and debt management, amongst others.

We developed a means to deliver a series of standard services throughout the year to our clients so that we may, at all times, be prepared to answer any question that may arise. These include: our annual comprehensive review, retirement cash flow analysis, estate tax projections and review of estate plan, insurance review and needs analysis, income tax projections and preparation, qualified plans review, investment performance review and liability and debt service review. We have determined that when these services are rendered on a continual basis we are able to stay on top of pertinent issues and changes in the financial landscape for the benefit of our clients.


Our Services Include:-

Financial Planning

Tax Services

Estate Planning

Retirement Planning

Insurance Planning

Investment Management

Cash Flow Management and Bookkeeping

Business Management and Accounting


Edward Jones - Steven Katz Financial Advisor

3960 A Merrick Road
Seaford , NY 11783

516-785-8510
http://www.edwardjones.com
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Dreaming Up The Ideal Retirement Is Your Job.

Helping You Get There Is Ours. 

It's simple really. How well you retire depends on how well you plan today. Whether retirement is down the road or just around the corner, the more you work toward your goals now, the better prepared you can be. 

Preparing for retirement means taking a long-term perspective. We recommend buying quality investments and holding them ebcause we believe that's the soundest way we can help you work toward your goals. At Edward Jones, we spend time getting to know your retirement goals so we can help you reach them.

To Learn more about why Edward Jones makes sense for you, call or visit today.


AXA Advisors

Two Datran Center: 9130 S. Dadeland Blvd., Suite 1400
Miami, NY 33156

305-670-4400 / 305-338-0036
305-670-3004
http://www.southflorida.axa-advisors.com
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Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our company and its affiliates are established leaders in financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

  • Fee-Based Financial Planning
  • Asset Management Accounts
  • Retirement Planning
  • Non-Fee Financial Needs Analysis
  • Mutual Funds
  • Wrap Fee Accounts
  • Estate Conversation Strategies
  • Variable Life Insurance
  • Buy-Sell Plans
  • Life, Disability, Income And Other Insurance
  • Life Insurance on a Key Person
  • 403(b) Plans
  • Asset Allocation Strategies
  • 401(k) and other Company Sponsored Plans

 


Financial Resources Investment Services

3445 Washington Dr., Suite 203
Eagan , MN 55122

651-456-0840 / 612-840-4196
swkreitz@integra.net
http://www.financial-resourcesmn.com
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Financial Advising & Financial Planning 


Mordfin Group Accountants & Advisors

150 Great Neck Road , Ste. 201
Great Neck , NY 11021

516-829-9088
516-829-9765
smordfin@mordfin.com
http://www.mordfin.com
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  • Accounting 
  • Financial Services 
  • Tax Preparation 
  • Real Estate Services 
  • Estate Planning 
  • Payroll Services 
  • Bookkeeping & Much More 

Stuart M. Mordfin, CPA 


Aviance Capital Partners

2180 Immokalee Road, Suite 301
Naples , FL 34110

866-942-1686 / 239-598-4747
239-598-4244
info@aviancepartners.com
http://www.aviancecapitalpartners.com
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Aviance Capital Partners is a private, owner-managed investment advisory firm based in Naples, FL. Our primary focus is building customized equity and fixed income portfolios for high net- worth individuals with a competitive edge in proprietary portfolio management and advice.

  • Estate Planning
  • Financial Planning
  • Investing


Brooks Staples Ameriprise Financial

New Brighton, MN 55112

651-251-1974
651-251-1955
brooks.staples@ampf.com

Provides Confidential, Comprehensive Financial Planning Including:

  • Insurance 
  • Legacy Planning 
  • Retirement 
  • College Planning
  • Tax Strategies


FSC Securities Corporation

7757 7th Street North
St. Paul, MN 55128

651-695-8670
651-695-8679
gkoalska@fscadvisor.com
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Helping Clients For 30 Years

  • Investment Planning 
  • Wealth Management
  • IRA Rollover
  • 401(K) Rollover
  • 403 (B) Rollover
  • Insurance Planning: Medicare, Life, Annuities
  • Social Security Claiming Strategies
  • Member FINRA/SIPC

Gregory  S. Koalska- Financial Advisor

MN Insurance Lic.:20873

WI Insurance Lic.:2543623 


Michael Traxler Wealth Management, LLC

222 E. Main St
New Prauge, MN 56071

952-758-8060 / 952-412-7034
952-412-7034
mtraxler@nationsfg.com
http://www.michaeltraxler.com
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Micheal p. Traxler, MBA

-Wealth Advisor-

 

Investment Management & Financial Advice

 

Securities & Advisory Services Offered Through Nations Finacial Group, Inc. Member FINRA & SIPC. A Registered Investment Advisor



Coastal Financial Services

100 West Park Avenue, Suite 202
Long Beach, NY 11561

877-570-7660 / 646-205-0399
646-205-0377
j.lunin-pack@coastalfinancialservices.net
http://www.coastalfinancialservices.net
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  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Strategies
  • Estate Conservation
  • Life, Disability, Long Term Care Insurance And Annuity Products


Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

201-342-2005
201-342-2095
cpalwm@gmail.com
http://www.lotuswealth.com
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LOTUS WEALTH MANAGEMENT is a CPA/strategic business advisory firm founded to provide customized financial and operational solutions to increase economic values of Institutions and Individuals. OUR FOCUS is to continuously ENHANCE and DEVELOP resources for our client. We strive to build effective long-term relationships based on ACCOMPLISHMENTS and TRUST.

  • Business and Personal Tax Planning & Preparation
  • IRS and State/ Local Tax Problem Resolution
  • Estate and Trust Tax Preparation
  • New Business Entity Formation
  • Bookkeeping & Payroll Services
  • Outsourced CFO/ Controller Services
  • Board Representation
  • Litigation Services


Edward Jones - Vincent Renda

47-01 Queens Blvd., Suite 203
Sunnyside , NY 11104

718-361-1306
800-303-5136
vincent.renda@edwardjones.com
http://www.edwardjones.com
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Make Sense Of Investing 

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.

  • Investors Saving For Retirement 
  • Retirees
  • College Savers
  • Individual With Insurance Needs 
  • Individuals With Estate Needs 


Trilogy Financial Services Inc.

26635 W. Agoura Road, #101
Calabasas, CA 91302

310-756-0600 Ext. 7205 / 818-444-7880 Ext. 3608
310-756-0321 / 818-444-7899
http://www.ronald-bernheim.com
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Trilogy Financial Services Inc. specializes in:

  • Financial Planning
  • Financial Solutions For Your Business
  • Estate Planning
  • Tax Planning

Please check out my website @ www.ronald-bernheim.com


Frey Financial Incorporated

761 W. Beaverbrook Ave. Suite 4
Spooner, WI 54801

715-939-1300 / 952-431-9600
tim@freyfinancial.net
http://www.freyfinancial.net
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Second Location - 7300 Metro Blvd. Suite 135, Edina MN. 55439

  • Wealth Management Financial Planning Retirement Analysis
  • Investment Planning Roth and Traditional IRA's Mutual Funds
  • Varisble Annuities Alternative Investments / REIT's
  • Free 401k Analysis Employer Retirement plans College Funding
  • Life Insurance Disability Insurance Fixed Annuities
  • Long Term Care insurance

 


Steven Z. Aisenbaum & Co

110 Rockaway Tpke., Suite #3
Lawrence , NY 11559

516-374-7405
516-374-7402
taxpert15@hotmail.com
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Certified Tax Professional 

  • Accounting 
  • Auditing 
  • Financial Planning
  • Taxation  & More.....


Skillen Financial Strategies INC.

2895 Lindgren LN
Independence, MN 55359

763-479-3775 / 888-479-3775 / 612-202-4144
888-479-2754
Steven.Skillen@InvestFinancial.com
http://www.skillfin.com
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Steven V. Skillen

Registered Representative of INVEST Financial Corporation

  • Annunities 
  • Education Funding Plans 
  • Life Insurance 
  • Long Term Care Insurance 
  • Employee Benefits Plans
  • Retirement/Pensions Plans 
  • Investment Advisory 


Cornerstone Wealth Management LLC

107 Center Drive
Buffalo, MN 55313

763-684-1885
http://www.cornerstonewm.net
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Cornerstone Wealth Management LLC believes that creating a financial foundation is important for our clients, having solid core holding as a foundation or "cornerstone" makes for building an entire structure possible.  Cornerstone Wealth Management strives to help you build a structure that can provide income during retirement. The advisors of Cornerstone Wealth Management are located in Buffalo, MN with appointments at other locations available upon request; we specialize in Retirement Income Planning, Wealth Management Services, Independent Financial Planning and College Planning.  We want to simplify your financial life.   


Benson Financial Solutions

3230 Gorham Ave., Suite 1
Minneapolis, MN 55426

952-567-3405
dlbenson4@gmail.com
http://www.bensonfinacialsolutios.com
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  • Business and Personal Planning & Consulting
  • CFO/Controller Services
  • Management and HR Consulting
  • Cash Flow, Profit, Inventory Improvement
  • Income Tax Planning and Reduction
  • Retirement and Estate Planning
  • Business Financing Consulting

David L.Benson, CPA, Finacial Advisor & Business Consultant 


Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

973-594-6522 / 212-465-3337
877-825-2479
ben@taxbizpro.com
http://www.taxbizpro.com
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Welcome to Taxbizpro LLC, the premier CPA tax accounting firm for the NYC and NJ area.  Based out of Fair Lawn, NJ (Bergen County) Taxbizpro LLC provides comprehensive tax planning, accounting and financial consulting services to individuals, corporations, partnerships, LLCs’ and small businesses both within the United States and internationally.

  • Tax Preparation
  • CPA & Tax Accounting Services
  • Business Incorporation Tax Planning in NYC, NJ
  • Complete Payroll Services
  • Estate, Trusts and Assest Protection
  • Accounting


Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

201-569-4088
201-569-2221
jeffrey.etzin@genworthrr.com
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Accounting Services, Individual & Business Tax Preparation, Tax Planning, Investments, Retirement Plans, College Planning, Life & Health Insurance, Long Term Care Insurance, Disability Insurance, Business & Strategic Planning.


Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

973-428-9100
http://www.lpl.com/peter.neuberg
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Tax Planning & Preparation , Accounting Services For Small Or Large Business Owners, Investment Planning For Asset Accumulation & Wealth Preservation & Much More.


Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

973-772-5336
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Accounting & Bookeeping, Servicing Small Businesses, Investment Opportunities, Payroll Tax Services, Preparation Of Sales, Personal Budget, Tax Returns.


Poltax LLC

245 Lanza Avenue
Garfield, NJ 07026

973-546-3333 / Cell: 862-703-1626
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Poltax LLC: Sabina Cyrulik- CPA

Specializes In:

  • Business and Individual Tax Returns
  • Retirement Counseling
  • Payroll 
  • Tax Returns
  • Retirement 
  • Financial Consulting
  • Taxes


Svetlana Loukianova

13-62 Hedman Place
Fair Lawn, NJ 07410

201-797-1289 / 201-745-6831
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Start Saving For Your Retirement, Begin Funding Your Child's Education, Possibly Cut Your Life Insurance Costs, Lower Your Monthly Cash Outlay, Take Advantage Of Immediate Opportunities In Sales Marketing.


CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

201-342-0707
201-342-0701
cpa@cpa-professionals.com
http://www.cpa-professionals.com
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Personal Financial Planning, Retirement Planning, Tax Advantage Investment & More...


M.L.S. Mortgage Loan Specialists, Inc.

750 Broad St.
Shrewsbury, NJ 07702

732-747-2828 866-MLS-4YOU
732-747-4430
info@mlsloan.com
http://www.mlsloan.com
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Eric Goldstein, Elliot N. Bauer, Mark Zamkoff. Managing Directors East Coast Division. Lending Available In All 50 States/Off Credit Lending, Residential & Construction Loans, Lot Loans, No Doc. Loans, Interest Only Loans, No Income Verifications, Up To $5 Million. No Application Fee, Free Instant Pre-Qualification.


Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

609-452-1122
609-452-8585
azercpa@aol.com
http://www.azercpa.com
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Individual, Business, Exempt Organization, Income Taxes, Specializing In Academics, University Professors, Not-For-Profit Organizations, Financial Planning, Audits Of Not-For-Profit Organizations.


Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Brian D. Levine, MBA, CPA

48 Bayard
New Brunswick, NJ http://www.bdlcpa.com

732-846-5454
732-846-7775
http://www.bdlcpa.com
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Complete Accounting & Tax Service For Individuals & Businesses, IRS Questions & Problems, Prior Year Returns, Retirement Plans, Taxes, New Business Start-Up, Accounting, Audits Of Organizations. Free Initial Consultation.


Andrew M. Horn

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Michael Abrams

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Taylor Accounting & Financial Services, LLC

155 Roseland Ave. 2nd Fl.
Caldwell, NJ 07006

973-228-9669
973-364-0888
jtaylor@tayloraccountingcpa.com
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Record Keeping & Reports, Tax Planning & Preparation, Investment Review, Financial & Estate Planning, Business Problems Solving, Computer Accounting Consulting, International Taxation.


Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

732-283-2120
732-283-2477
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Residential, Commercial. Purchase & Refinance Mortgages. High Loan-To-Value Ratios. No Income Verification Loans. FHA/HUD Direct Endorsement Loans, Hotel/Motel. Licensed Mortgage Banker NJ. Registered Mortgage Broker NY & PA.


Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

908-232-8977
908-232-9066
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Insurance, Estate Planning, Investments


Edward Jones - Steven Katz Financial Advisor First Financial Tax Group Cal Horton Inc Collins Wealth Management Cory Mireau Ameriprise Financial BGM Trunorth Wealth Partners Coastal Financial Services
Showing 1–50 of 50 results for Financial Advisors Everywhere