Personal Finance

Explore 3,709 companies in Personal Finance

The Estate Planning Council of Cleveland is a local organization in Cleveland, OH of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in


Our Story D.S. DRELICH & ASSOCIATES· D. S. Drelich and Associates, Inc. is an independent financial planning firm specializing in retirees, those transitioning into retirement and the transfer of wealth to their families. We understand that the planning process for a 65-year old retiree is different


Cardif Lux Vie

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Cardif Lux Vie est une compagnie d’assurance vie luxembourgeoise qui se positionne parmi les acteurs majeurs du marché. Détenue par un actionnariat solide (BNP Paribas Cardif et BGL BNP Paribas), elle conjugue avec succès savoir-faire local et expertise internationale afin de répondre aux besoins


Fokusiramo se na bitno, efikasni smo i komuniciramo jednostavno. U fokus stavljamo osnovne bankarske proizvode koji klijentima pružaju veću vrijednost. Radije radimo manje stvari, ali ih onda radimo odlično, nego puno stvari prosječno. Efikasni smo i usmjereni na Vaše potrebe. Svu našu energiju u


PhilanthroCorp

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PhilanthroCorp serves Christian organizations and their donors in the area of comprehensive estate planning as well as the gifting of current assets. For families that engage with us, the ultimate outcome is an estate plan that defines the legacy that they want to leave to family and favored charit


JSF Financial

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Based in fast-paced, sunny Los Angeles, the JSF Financial team has a passion for helping our clients achieve their financial goals. We focus on listening to what is important and provide innovative wealth management and planning solutions – now and for the future. JSF Financial was founded in 19


Hippo.co.za

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Here’s a mantra to carry with you for the next year, “You can find better!” For too long, providers across the vehicle insurance, medical aid, and life insurance industries have been sitting pretty. They’re all over our airwaves advertising their “competitive” premiums and telling you what great de


Hollow Brook Wealth Management is dedicated to preserving and growing capital over the entire market cycle. Our priority is to serve as active, thoughtful and responsible stewards of our clients’ wealth. As experienced wealth managers, we leverage in-depth research, long-standing industry relationsh


101 Financial

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Whether you need to build a budget that works, stop living paycheck to paycheck or need to set up a nest egg to weather any storm 101 Financial is here to guide you to your best financial life. 101 Financial is one of the fastest growing financial education companies specializing in helping middl


Messmer Capital

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At Messmer Capital, we believe everyone deserves a plan built and managed to their individual goals and objectives. Your ­financial situation is different than that of your parents, your neighbors, and even your closest friends. A cookie-cutter approach won’t cut it. We partner with individuals to


Located in the heart of Long Island, NY, Lite, Porchia & Fernan is a dedicated personal injury law firm committed to advocating for the rights and interests of those who have been wrongfully injured. With a reputation built on trust, integrity, and relentless pursuit of justice, our firm stands as a


Jaspir

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You've aspired, you've arrived now let Jaspir take care of those things you don't need to anymore! Jaspir is your real live-person virtual personal assistant you interact with via app or web service


Joshi Law Group

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Joshi Law Group is a firm comprised of dedicated and passionate attorneys, led by founder D. Milie Joshi, Esq. We represent clients in civil litigation, elder abuse litigation, personal injury, alcoholic beverage law, and debt solutions, including bankruptcy. We represent clients in all of Southern


KEEP by StoneCastle℠ (administered through StoneCastle Network, LLC) is a high-yield, federally insured cash solution designed to help registered investment advisors “keep” their clients’ cash safe, liquid, and earning competitive returns. Through innovative technology and turnkey solutions, KEEP em


Nuestra Misión: Promovemos la inclusión financiera, brindando soluciones integrales a la administración pública y el público en general, y oportunidades de desarrollo profesional a nuestro personal Nuestra Visión: Somos una entidad Financiera inclusiva, ágil, flexible a la vanguardia de la tecnolog


The Building Societies Association (BSA) is the voice for all 42 UK building societies and also represents seven of the larger credit unions. Building societies are for people, not shareholders. But what does this mean? Building societies are mutual organisations, therefore owned by their customer


Founded in 2000, Security National Trust is a Federally Chartered Independent Trust Company providing financial services to clients from our offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. As fiduciaries and trust professionals, we partner with clients and their families to offer top-not


ConsumerGenius

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Consumer Genius is behind a series of online comparison,e-commerce and loan websites, aiming to offer unbiased and succint information that enables consumers to make confident and informed decisions. The company operates in wide range of industries from mortgage comparison platforms to personal loan


Fokusiramo se na bitno, efikasni smo i komuniciramo jednostavno. U fokus stavljamo osnovne bankarske proizvode, koji klijentima pružaju veću vrijednost. Radije radimo manje stvari, ali ih onda radimo odlično, nego puno stvari prosječno. Efikasni smo i fokusirani na Vaše potrebe. Svu našu energiju f


Equance

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Equance est une société de Conseil en Gestion Privée proposant des prestations allant du Conseil en gestion de Patrimoine, au suivi fiscal et à la mise en œuvre de solutions pour le compte de résidents et non-résidents français. La société s’appuie sur un réseau de consultants répartis sur le te


Established in 2007, Dreamstreet Lending is the lender of choice when it comes to borrowing money to make your dreams become a reality. Our team of lending professionals will guide you through the process. They do the paperwork for you and make the application process as simple and stress-free as p


Sahayog Multistate Credit Co-operative Society was founded to offer accessible banking services to rural India, focusing on the middle and lower middle classes, weaker sections, women, and farmers. With 150 branches across Maharashtra and Karnataka, we prioritize the security of deposits and support


Students in Money Management (SIMM) provides an experiential learning opportunity that extends beyond a normal classroom environment. Here in SIMM, we manage real money based on our own valuation techniques and portfolio strategies, and the gains and losses we experience are real. We gain hands-on e


At Bridge Generations, our family of advisors is focused on providing peace of mind as we help you transform those greater aspirations into tangible realities. Our hands-on, no-nonsense approach to wealth management is designed to cut through the clutter and help you get to where you want to be. Br


At Voyage Wealth Architects, it’s not just about reaching your retirement destination, but instead, it’s about the journey of putting the right pieces in place to help you build and leave your legacy. We are passionate about making financial planning a collaborative and ongoing process, taking into


We serve to protect you. With having more than 100 years of experience in securing the future of families against expected and unexpected events of life. Established in 1884 Postal Life Insurance has been providing insurance solutions by utilizing a vast network of more than 12,000 post offices all


We offer practical, step-by-step training on index and ETF investing for successful Europeans. Thousands people have attended our trainings and have enrolled in our flagship training program the Index Masterclass.


AIRPORTING

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Airporting leverages on Digital to provide accurate and real-time financial reports with the purpose of assisting entrepreneurs in their business decisions


Brady & Associates Financial Advisers is a client wealth management advisory practice that operates under its own AFSL license on a fee for service basis. Our advisers are highly qualified and professional members of the Financial Planning Association of Australia (FPA). We at Brady & Associates se


Noah Holdings

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诺亚控股(NYSE: NOAH, HKSE: 6686)是顶尖的独立财富管理机构,专注为华语高净值投资者打造提供全球投资与资产配置的一站式金融服务平台。通过连接全球顶尖的资产管理机构,已深度覆盖海内外私募股权、私募证券、公开市场、另类投资等大类资产配置。我们在中国大陆、香港、新加坡及美国等国家和地区设有办公室。 Noah Holdings Limited (NYSE: NOAH and HKEX: 6686) is a leading and pioneer wealth management service provider offering comprehensive one-stop a


At the Smith Family Agency, our mission is to help families create a legacy. We do this through a proven leads system that gets us in the homes (virtually) of families looking for help. Since starting out agency in 2019 we have endured the covid pandemic! We did this by changing, we did this by a


Welcome to AW Finance & Advisory, your trusted partner for comprehensive financial solutions. With expertise in Business, Property, Equipment, and Personal Finance, we're here to help you achieve your financial goals, whether you're a business owner or an individual. Why Choose Us? 1. Expertise: Ou


Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group – an institution trusted for knowledge-based investing with a proven performance track record of over 37 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individ


BOLSA DE VALORES

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Esta página tiene el propósito de mostrar las acciones que han alcanzado niveles récord en los diferentes mercados cada mes, y de analizar sus soportes y resistencias en gráficos de barras mensuales. Para ello, se emplean los widget de TradingView, que permiten visualizar la evolución de los precios


Capfinances 35

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✨ QUI SOMMES-NOUS ? ✨ Capfinances est un Courtier en Assurance de personnes, spécialisé dans les solutions patrimoniales, l’épargne-retraite et la prévoyance au service des particuliers et professionnels. Créée en 2004, Capfinances est le 1er courtier Vie-Epargne en France depuis 2015 (Source :


Für die Landessparkasse zu Oldenburg (LzO) steht die Nähe zu unseren Kundinnen und Kunden an erster Stelle. Das beweisen wir nicht nur mit unseren 109 Filialen vor Ort, wir nehmen uns auch Zeit für Gespräche auf Augenhöhe. Als älteste durchgehend geschäftstätige Sparkasse der Welt beraten wir sowohl


Lower East Side People’s Federal Credit Union (LES People’s FCU) is a member-owned, community development financial institution dedicated to providing affordable financial services and promoting economic empowerment in underserved communities. Since 1986, we have been a lifeline for individuals and


The Knights of Columbus Cybart Agency provides life insurance and financial services for Knights of Columbus members and their families around the Twin Cities and Southern Minnesota.


United Republic Bank is a locally owned and managed community bank. From first-class service, to advice you can trust, enlisting the services of a local, community bank offers many benefits. Our success depends on establishing long-term, trusting relationships. Our consultative approach ensures


AdvisorFinder

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AdvisorFinder is the smarter way to find a financial advisor - based on your real needs, not just your zip code. Individuals and families facing major financial decisions - divorce, inheritance, equity comp, business exits - use AdvisorFinder to connect with advisors who specialize in those situati


Yotepresto

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Yotepresto is a marketplace lending platform connecting individuals and institutional investors to borrowers applying for a personal loan.


Perspective Wealth Advisors exists to bring clarity to the complex financial lives of busy and successful individuals. At our firm, Christ is the compass, and we believe wholeheartedly in the call to stewardship. Whether stewardship looks like wise decision making with the current financial fruits


The Cooperative Bank of Cape Cod is a community bank that has been serving the people, businesses and communities of Cape Cod since 1921. It is our goal to work with our customers in a cooperative way. To do the little things and go the extra mile to make sure banking is all about the customer and n


In the search for your financial advisor, you'll need to be your own advocate. Push your prospective advisor to be candid and disclose conflicts of interest. They should be willing to answer any questions you have, no matter how simple they seem. There are different kinds of financial advisors. Fin


Manzil

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Canada’s First Islamic Digital Bank


Central Bank

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Central Bank officially opened in February 2007 and is a full service, independently owned Florida bank that specializes in serving the banking needs of individuals and small businesses. The overall strategy for Central Bank has always been to be an independent community bank providing a higher leve


GIRO Zrt.

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GIRO Zrt. supports digital payments in Hungary and also the central player in domestic payments, Even they operate a clearing system for small-value transfers.


Quaestor, onafhankelijk vermogensbeheer In juli 2000 brachten 5 ervaren vermogensbeheerders hun expertise samen. Met de oprichting van Quaestor knoopten ze aan met de eervolle traditie van het rentmeesterschap. Quaestor Vermogensbeheer NV is een vergunde beheervennootschap van alternatieve instell


Middle

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Middle builds technology products that help people connect and seamlessly interact with their trusted mortgage adviser.


Anchorage Chambers are a team of experienced insolvency professionals based in Salford Quays, Manchester, but our services cover the whole of England and Wales. Our team pride ourselves in our customer service and attention to detail, helping customers to gain control of their money problems using a