Personal Finance

Explore 3,708 companies in Personal Finance

Emifast

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Unlock financial freedom with Emifast. We specialize in reducing taxes, smart investing, strategic wealth planning, and securing dual residencies. Tailored for entrepreneurs, investors, freelancers, and high-net-worth individuals, our dedicated team crafts personalized strategies beyond the ordinary


Running Point

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Running Point is a multifamily office of financial professionals across multiple disciplines. We offer a collaborative and holistic approach, dedicated to the total well-being of our clients and their families. We understand that a family’s financial needs extend beyond wealth management to include


Our mission is simple: We want to earn the right to be your insurance broker by providing you with a wide selection of insurance products and choices, from auto insurance to property insurance and beyond..


Vision Mortgage Group was created on the foundation of delivering exemplary service on Mortgage loans in Oregon to everyone we serve. We are a team of experienced mortgage advisors who look to continually make an impact in our communities. Founded by our President, Mark Charlton, we follow the visio


SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their go


IREXA Financial

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At IREXA Financial, we help high-income individuals and business owners create smarter, more tax-efficient wealth strategies. Our approach is collaborative and personalized—we work closely with your CPA, attorney, and other trusted professionals to build a cohesive plan that keeps more of your mone


Invescon

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Invescon is a company managed by Mr Gagan Choudhry & is focused on bridging the gap between savings & investments and creating long term wealth for investors through a range of simple and relevant investment solutions.


As Certified Tax Advisors with decades of tax prep and accounting experience, we help individuals and businesses earn more, save more, and make more empowered financial decisions. We take the extra time and go the extra mile to truly understand who you are, what you need, and how to get there most


At Afortus Financial, we believe that financial security is determined more by desire and discipline, than by social or economic background. We emphasize a Financial Needs Analysis Plan for success which enables families or individuals to start working toward their financial independence. This pl


Catalyst Bank

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At Catalyst Bank, we are reviving personalized banking. We’re your financial advocate – we tailor our services to your individuality, providing flexibility to suit your needs.


Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core comp


Zmarta

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At Zmarta, we want to make it easy for consumers to make smarter decisions with their money. This is why we offer a range of financial services for loans and mortgages, electricity and insurances. Most of our partners are banks, electricity providers and insurance companies. We envisage a world wher


Quara Finance

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شركة رائدة في الخدمات المالية المتوافقة مع أحكام الشريعة الإسلامية، وهي شركة مساهمة تأسست في عام 2009 تحت اسم ( معالم للتمويل ) برأسمال وصل حاليا إلى 300 مليون ريال سعودي. تمتلك الشركة خبرة كبيرة بمجال التمويل، وتقدم العديد من الحلول التمويلية التي تلبي الاحتياجات الشخصية للأفراد، كما تلبي حاجة الشر


Integrated Financial Services (IFS) is an income tax preparation company located in Abington, Massachusetts, about 30 minutes south of Boston. IFS can assist clients with personal tax preparation, small business tax preparation, tax planning and projections, resolving issues with the IRS, audit repr


VestNow.io

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VestNow.io es una plataforma y comunidad que provee educación financiera personal desde una perspectiva holística. La confianza que tengamos en nosotros mismos tiene tanto efectos en nuestras finanzas como nuestro conocimiento sobre presupuestos y construcción de historial crediticio. Nuestro bien


At TN Advisory Group, we believe that financial planning is an intricate process that requires a sincere listening ear, an empathetic heart, and most importantly, a relentless commitment towards improving the financial wellness of the lives we touch. Medical advances spur umpteen changes in the ins


INN8

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As the adviser’s partner, we are inspired by the wealth manager of the future to change the way investments are done. We become the adviser’s partner by placing wealth managers and their clients at the heart of everything we do. We ask, listen, learn and design – and then implement – so that by c


Profile Pensions

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Our pension experts track down your pensions and tell you how we can make you better off in retirement.


Tech Enabled Concierge Service for Home, Health & Lifestyle


Subin Associates

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We are personal injury litigators in practice for over 50 years representing the seriously injured. We have recovered over $2 BILLION for our clients. We invite you to visit our web site. We believe we are the best personal injury firm in New York. Please contact us if you have any questions or issu


We empower businesses and communities to harness the Bitcoin standard; building and preserving generational wealth.


VacationLand Federal Credit Union (VLFCU) was founded in 1956 by employees of the Sandusky, Ohio General Motors Plant. In 2001, we expanded our field of membership including anyone who lives, works, worships, attends school or has a business or organization in Erie County, Ohio. In 2010, we extend


iWealth

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At iWealth our focus is on YOU. Helping you create a road map for achieving your financial goals and dreams is our top priority. ■ iWealth was created to help you manage risk while you invest wisely and live well. ■ We believe in the “golden rule” of treating others how we would want to be treat


Choosing the right law firm means choosing the right people. Because relationships matter. You need to trust that the lawyers you choose care about you and understand that you will want to ask questions and follow the status of your case. At FIEDLER DEUTSCH, LLP, we are always available – even on o


Doutor Finanças

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A missão do Doutor Finanças é ajudar as pessoas a tomar melhores decisões financeiras. Para isso, temos uma equipa de especialistas em crédito que analisam cada caso e ajudam a encontrar a solução de financiamento – habitação e consolidado – que melhor responde às necessidades. Somos um intermediá


*** Voted No.1 Financial Advisers in East of England 2013 & 2015 *** Managing your finances can prove to be time consuming and complex, with many choices on offer. You may already have your finances in place but feel they are not meeting your expectations. Perhaps you are seeking expert advic


Trove Private Wealth works with successful individuals and families to help them discover and do more of what they care about most. Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans, designed to help our much-loved clients better grow a


Maverick Bank

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LOCALLY OWNED. CUSTOMER FOCUSED. Maverick Bank is a true locally owned, independent bank. We pride ourselves on delivering quick, informed decisions without reliance on outside market decision-makers who may not fully understand the unique challenges of our communities. OUR HERITAGE Maverick Bank


Welcome to Battle Sports Academy (BSA), a premier organization dedicated to empowering young athletes through sports, mentorship, and financial literacy programs. We provide 7vs7 tournaments, mentorship programs, community outreach, and financial literacy programs for 6th – 11th grade athletes.


Mybanker

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Mybanker er Danmarks førende bankportal, der skaber gennemsigtighed og mobilitet på bankmarkedet. Mybankers ‘skift bank’-service dækker over 80 % af det danske bankmarkeds brands og gør det nemt at sammenligne boliglån og skifte bank. Som en ofte anvendt ekspertkilde i medierne, og en aktiv del af d


FOR NEARLY 200 YEARS, NLC has been providing dependable protection for our customers at every stage of their lives through our exclusive partnerships with the best Independent Agents. Our products and services are designed to serve a broad range of customer needs. From couples buying their first hom


Sabemos lo que para ti tiene valor. Rentabilidad, flexibilidad y transparencia. Desde Caser Asesores Financieros queremos guiarte y acompañarte en tus decisiones de inversión, satisfaciendo tus necesidades con una amplia oferta de productos financieros. Queremos ser tu aliado asesorándote de forma


BiG: Tu banco online de ahorro e inversión. En BiG llevamos más de 24 años trabajando en la gestión de las finanzas de nuestros clientes. ¿Quieres conocernos un poquito mejor? Somos el banco online que te lo hace todo más fácil. Con Banco BiG puedes suscribir una enorme variedad de productos de ah


We are a National Independent Financial Advice firm that offers a modern financial advice service. In 2020 we were awarded the ESG kitemark in recognition of our business approach to Environmental, Social Responsibility and Governance matters. We have over 12,000 clients and hold assets under infl


Civic Financial

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Civic Financial a multigenerational financial planning and wealth advisory firm committed to optimizing financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financi


iPensions Group

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Operating since 1998, we work with regulated advisers to provide a range of award-winning personal pensions for UK and non-UK residents. Innovative technology combined with decades of experience and talented people allows us to lead the industry in providing a powerful pension support.


Tax planning strategies that build wealth and cash flow. We organize your financial life, run point on strategy, and build sustainable growth.


zavo

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zavo matlab loan repayment. zavo: India’s #1 Loan Repayment Platform RepayTech – first-of-its-kind post-disbursement ecosystem We’re on a mission to make loan and EMI repayment effortless, rewarding, and empowering for every borrower in India. zavo is redefining the credit journey by helping user


Experience you can trust, service you can rely on. We are a team of experienced financial professionals dedicated to helping our clients achieve their financial goals. Our founders are veterans in the industry, and our team brings a wealth of knowledge and expertise to every client's financial plan


Rastegar Capital

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Build Sustainable Wealth. At Rastegar, you’re more than just numbers on a spreadsheet. Through our opportunities in real estate, we level the playing field by offering institutional-quality investments typically reserved for larger entities & by providing access to high-net-worth individuals lookin


Kanga Wealth Management is an independent Financial Services firm based in Gqeberha / Port Elizabeth. We specialise in lifestyle planning but also offer a range of services to meet our client's needs. Building client relationships through Compassion and Professionalism is at the core of our busin


Uprise

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We built the first truly personalized financial optimization engine, backed by our team of certified financial advisors, so you don't have to.


Everalls Wealth Management (EWM) was formed by the DFK Everalls Group to provide a full suite of high quality, comprehensive & tax effective financial planning services. We are now one of the Top 5 Financial Planning firms in Canberra. EWM chose to be licenced through Capstone Financial Planning.


Vellum was created to elevate your mortgage experience. Our mission is to provide unparalleled transparency in the loan process, backed by a lasting commitment to quality and integrity as indicated by the principles of the name we’re founded on. We’re redefining the mortgage process. What is Vellu


Our History Bay State Savings Bank's roots extend back to 1895, when 114 spirited citizens of Worcester gathered together and pledged a total of $7,660 to establish a new savings bank in the city. They made good on that pledge, and on May 16, 1895, Bay State Savings opened its doors for business on


Persium Group

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Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom. Persium consists of these teams: WEALTH MANAGEMENT FOR BUSINESS OWNERS We specialize in advising business owners on how to create wealt


The Simmons Partnership, LLC provides objective, proactive, personalized financial advice to a select number of families, small business owners, executives, and athletes. We strive to bring the highest quality investment products and solutions to our clients.


Invos

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『發票存摺』為市面上功能最貼近生活的消費管理App,目前已達500萬下載次,為國內發票應用APP第一名。對於用戶資訊高度安全要求下,採用國際資安標準ISO/IEC 27001,並通過加拿大第三方驗證公司TCIC環奧國際驗證公司的驗證。秉持著「存發票享優惠」的理念,持續透過巨量資料分析與智能化推薦,串連用戶與品牌通路商,為消費生活提供更多元的可能性,也讓使用者不只是存發票記錄消費,還能享有更多通路優惠與回饋! 【經營理念】 ▸ 使用者為中心、敏捷開發、快速迭代 ◂ 我們採用敏捷開發,透過社群的互動與反饋,獲取關鍵的用戶洞察,並快速建置MVP並進行驗證,透過反覆修正與迭代,使產品能夠契合用戶需求


TRAZE

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Traze are designing a more accessible, fair, and transparent way of investing. We’re crafting a bright and shiny future where trading is demystified, through a platform everyone can understand and feel confident in. We provide the tools and education that allow traders to polish their skills, never


Monefit

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At Monefit, we are committed to transforming the way people perceive and handle their finances. Our mission is simple: to use technology to provide accessible and straightforward financial toolkit that empowers individuals to achieve financial fitness. Since its inception in 2006 in Estonia, Monef