Personal Finance

SBLR LLP is a rapidly evolving mid-sized accounting and tax firm that focuses on delivering top service to the small and medium-size entrepreneurial business owner. We are a team of proactive and passionate advisors who cater to companies across multiple industries. Our clients are driven, enthusias

We specialize in Home Purchase Loans and Refinance in Newport, Costa Mesa Tustin, and Huntington Beach. We also serve the surrounding cities in Orange County. Company NMLS: 241748

Evergreen Personal Injury Counsel is a statewide Personal Injury Law Firm based in Tacoma, Washington. Known historically as an experienced and respected Washington state firm that works with diligence and compassion not only in the courtroom, but in the community as well, Evergreen Personal Injury

Claremont Savings Bank is a mutual savings bank founded in 1907 primarily serving the communities of Claremont, Charlestown, West Lebanon, New Hampshire and Springfield, Vermont. It is overseen by a Board of Trustees that are selected by and from the group of Corporators who represent the interests

The Takeoff Institute is on a mission to democratize resources, mentorship and financial literacy for the Black undergraduate population. We are built for Black people, by Black people, and have a deep understanding of the skills and training necessary to equip the future Black leaders of America. O

Castra is an independent wealth management firm built on clarity, trust, and over 50 years of combined experience. We provide personalised financial support to individuals, families, and business owners who value long-term relationships over short-term gains. In a market increasingly dominated by

Founded in 1987, Litman Gregory Wealth Management is a San Francisco Bay area firm serving a nationwide client base and is a pioneer in providing independent wealth management services. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized weal

Ash Cash Enterprises is the official brand platform of Ash Cash Exantus—renowned speaker, bestselling author of over 40 books, and one of the most dynamic financial educators and thought leaders of our time. Rooted in the belief that abundance is your birthright, Ash Cash Enterprises exists to ampl

💡 Revolutionize your business transactions with Bictorys, the innovative digital platform that simplifies your exchanges! 🚀 🔄 At Bictorys, we bring together all modern payment methods to offer you a smooth and secure experience. Whether by card, mobile money, or payment link, enjoy practical and

Empowering your financial journey through life's transitions & milestones.

SOGELIFE, compagnie d’assurance vie de Société Générale Assurances au Luxembourg, offre des solutions d’assurance vie pour une clientèle internationale et patrimoniale dans 10 pays en Europe : Luxembourg, France, Belgique, Suisse, Italie, Royaume-Uni, Monaco, Espagne, Portugal et République Tchèque.

Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for

Com 25 anos de existência, nascemos para completar o Grupo Crédito Agrícola. E hoje somos uma das maiores seguradoras vida do mercado nacional. Desde 1998, fomos evoluindo, crescendo, mudando...passo a passo, e de forma sustentada. Acompanhando a competitividade crescente do mercado financeiro. Ol

Welcome to F4 United. We're the premier community for men who want more in life. For men who look to create their 2.0 verison. F4 Mission: F4 United empowers men to achieve excellence in personal and professional life, emphasizing physical fitness, financial stability, spiritual growth, and strong

Central State Bank is a family-owned and locally operated financial institution serving eastern Iowa. With locations in six communities: CSB offers a wide variety of personal and commercial products/services, a strong staff and a personal touch.

Our philosophy is to create and responsibly manage a diverse portfolio of investments tailored to your investment and financial planning objectives, with value for money at the heart of our proposition.

Trustpaisa is part of Fingular Group (https://fingular.com/). Fingular is a rapidly-scaling fintech asset management company in Southeast Asia. Our products are created for 80% of people in South-East Asia who feel excluded and underserved by traditional financial services. To achieve this, Fingula

Lucid Financials is revolutionizing financial planning for SMBs by instantly generating and managing comprehensive financial plans, forecasts, and KPIs using cutting-edge AI technology. Based at the Mamram Labs, the Elite Computing Units Accelerator.

Fundle is an AI-powered investment discovery platform that turns financial curiosity into confident action. We guide users through an interactive, personalized experience—from broad financial questions to tailored insights—using advanced natural language processing and real-time data analysis. Our m

Driving your financial journey

Taking Early Retirement is an internet company based out of United States.

Off-the-shelf financial counsel is available just about everywhere. But at PCA, we know retirement means something different to every client. Only by investing the time to truly know you — your dreams, your lifestyle goals — can we tailor our experience to get you where you want to be. It's about r

WillowTrust Wealth Management is a comprehensive financial services firm committed to helping our clients work towards improving their long-term financial success. We offer a strong combination of both experience and professional services, and we operate under the belief that wealth planning is a co

Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and nonprofit organizations. As a small, intimate fir

AI-Powered personal tax and financial adviser

BestPrice is a next-generation browser extension that allows you to save money while making your usual purchases on the Internet. Automatically. It's basically free money!

Many businesses wonder if they’re paying too much in taxes but they don’t have the resources or time to pinpoint where they can save. We’ve got a proven process to help you minimize taxes and increase cash flow, so you can focus on future growth. Hito, meaning people, is a concentrated network of h

Established in 1996, we're an administrator and custodian to self-directed IRAs, specializing in private placements, real estate, LLCs, notes, and other non-traditional investments. We work with financial and real estate professionals who incorporate self-directed IRAs into their strategy to grow

More than Your Money, Inc. is a fee-only, fiduciary financial planning firm. We provide integrated financial planning including investment management, retirement planning, general financial planning, tax preparation and tax planning. We provide exceptional client service and always work in our cli

7Summit Advisors, LLC is a registered investment adviser with State of California. 7Summit Advisors, LLC (SVNSMX, SVNSTX) listed our separately managed account composite performance on The Nasdaq Stock Market (NASDAQ) in 2022. In connection with this listing, 7Summit Advisors, LLC claims complianc

We are on a mission to demystify the world of finance. We empower people with the knowledge and tools they need to feel confident, in control, and at ease with their finances — not just for today, but for the future they dream of. We’re here to make financial wellbeing feel simple, supportive, and t

You can't get too much of a good thing. That's why John Yurconic Agency is one of the Lehigh Valley's largest providers of business, group and personal insurance complemented by a broad spectrum of financial services. With over three decades of experience, you can feel confident our licensed profess

RubyWell is paving a path to financial security for all family caregivers. Over 37 million Americans provide unpaid care to an aging family member or friend—due in part to a crippling caregiver shortage and the prohibitively high cost of long term care. On average, they spend 24 hours/week and over

Locally owned and operated bank offering a full suite of financial products for consumers and businesses including checking, savings, loans with the only community bank trust department in the Valley. Whether we’re opening new offices, expanding our product line, or adding convenient services, ou

BestPrep is a statewide, nonprofit organization with a mission to best prepare students with business, career and financial literacy skills through hands-on experiences that inspire success in work and life. Enriching the teaching and learning experience for students and educators, BestPrep’s progr

Founded in 1994 by brothers Daniel Prohaska and Thomas Prohaska, Idaho Trust Bank offers personal banking, private banking, and business banking, as well as personalized wealth management and investment management. Idaho Trust specializes in delivering exceptional, relationship-based service with a

Our vision is to be a driving force in transforming lives through homeownership, shaping a future where every client achieves lasting financial security and generational wealth. We aim to set the standard for integrity, expertise, and meaningful community impact, building a legacy of successful clie

Welcome to Nepsis, Inc., where we believe in Living With Clarity®. Success in investing and financial planning, as in life, is the result of absolute clarity. Clarity demands both honesty and competence. Nepsis is a Greek word that means clarity and it is engrained in our four keys for successful i

Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and fiduciary financial advisor located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wea

Welcome to Affinity Group Mortgage, where embarking on your journey toward achieving your dreams begins with a trusted partner dedicated to your success. With our guiding principle, 'Your Mortgage Lender for Life,' we stand committed to understanding and meeting your unique needs, ensuring a brighte

www.Facebook.com/MadisonPlanning www.Twitter.com/MadisonPlanning Financial Planning and Advisory Services Our Commitment Our staff consists of experienced professionals with a "hands on"​ approach to financial guidance. Our goal is to not only have our clients find our team members knowledgeable,

Clavis; structurering, beheer, administratie en coördinatie van familievermogens. Vermogensbeheer, directievoering, family office, structurering, planning, coördinatie: deze verschillende disciplines onder één dak maken dat wij onderscheidend gepositioneerd zijn en belangrijke thema’s vanuit vers

Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital

We are a personal injury and employment law firm known for delivering record-breaking settlements and recoveries for our clients. But clients not only love us because we aggressively pursue and gain the results they need; they also love us because we care about them, and we want to help them in thei

All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs

We are a member-owned federal credit union, born and raised in San Antonio, Texas. Since our beginnings serving local airmen in 1952, we have provided financial lift to tens of thousands all around the world through simple products, a consistently improving and responsive member experience, and comp

Our award-winning lifestyle financial planning approach helps our clients identify, achieve, and protect what matters most to them, without the fear of running out of money. We work with high net worth individuals, SME business owners, and highly paid professionals including: • Entrepreneurs • Di

AFCPE® (Association for Financial Counseling and Planning Education®) is the nationally recognized leader in financial counseling, coaching and education. Our comprehensive certification programs represent the gold standard for financial counseling, coaching and education, including the AFC® (Acc

Christian Credit Union is the trusted financial institution that offers a biblical approach to financial services for every Christian in Alberta.

Kaira wants to help employers address the big challenge of attracting and retaining employees. Our unique digital financial well-being coaching solution improves well-being at work. Finances are now recognized as the top cause of employees’ stress. Kaira’s digital coaching app helps employees reduce