Centerpoint Financial Management provides individuals and families with Comprehensive Financial Planning, Retirement Planning, Investment Management, and Income Tax services. We are located in Irvine, California, and work with people across the country. Centerpoint Financial Management partners with business owners and executives transitioning into retirement.
Teresa Beecham —
JP reviewed my portfolio and found fees I didn't know I was paying. He suggested a new savings account that significantly
Whether you're an individual investor or a small-business owner, the importance of planning for the future has never been more apparent. Access Financial Group provides expert financial advice, secure investment options and a commitment to customer service to hard-working people like you. From college savings plans to IRAs, we offer accounts to fit
Jack Zhang —
Positive: Professionalism, Quality, Responsiveness, Value
Excellent service, professional. Hassan is very hepful, always
Scott Mann has been helping clients, across the country to protect, grow their retirement savings, and to build a safe comfortable retirement income, for over 25 years. As Principal of Mann Financial Group, in Houston, Texas, it was a natural progression for him to take to the airwaves as a financial radio show host.
He has hosted his weekly show
Deborah Malone —
Positive: Professionalism, Quality, Responsiveness
Scott is a straight shooter. He explains everything in great detail
My name is R. J. Kelly! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group, Inc. For over thirty years, I have specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, WLG helps clarify what matters most to clients
Dan Stradford —
I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted
Is it really possible that 97% of Americans have to downsize their lifestyle in retirement?. We think it's odd after decades of hard work so many successful, six-figure employees are still running out of money, even when it appears like they have enough on paper. Could it be the Financial Crisis of 2008 forever changed the financial landscape?
We know
Meredith Van Houten —
Our experience with Halter Ferguson has been exceptional. I recently took over all of my mother's financial affairs and quickly
Our expert team of fee only financial advisors in Scottsdale have years of experience in making your financial and retirement planning processes as simple and stress-free as possible. ARQ Wealth Advisors is a professional consulting firm representing clients in need of retirement and financial expertise and knowledge.
Unlike the larger competitors
Jim Symonds —
I have been a client of ARQ Wealth Advisors for nine years. It has been a wonderful association. Rich Siegel and Greg Yocum
Andres Garcia-Amaya founded Zoe Financial to empower you to make better financial decisions. Andres got his start in the industry at Morgan Stanley, as an Institutional Equity Sales Trader. He went on to complete his MBA at the University of Pennsylvania's Wharton School of Business. He rapidly rose through the ranks in various Executive Director roles
Bobby Cordier —
Positive: Professionalism, Quality, Responsiveness, Value
Consummate financial professionals with a wealth of knowledge
We utilize a "Rules-based" investment approach, reducing human emotion and behavioral biases. By connecting our management fees with investment performance, we draw a clear line between our compensation and client outcomes. We use cutting edge technology and embrace a culture of innovation aimed at improving the client experience.
Pure Portfolios believes
Nathan Holstein —
Positive: Professionalism, Responsiveness
Great honest team! Nik does an amazing job to understand our financial goals
The world of financially successful families is complex. Our advisors help families make decisions by demonstrating how each area of the family's financial world interacts with each other. It's about experiencing an exceptional life. Our advisors provide the tools to help clients use their finances to experience an exceptional life.
At Box Financial
Carol Singer —
I have been a client of Box Financial since 2003. Everyone involved displays high integrity and exemplary care. The clients
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms. Did you know there still may be reasons to hold money market mutual funds despite low yields? This article offers a strategy that may help address sequence risk - the danger of poor investment performance at the
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Investment advisors
Wealth management
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Retirement planning
Financial planning