Top : Financial Planning : Planners and Advisors : Page 3
Doug's List, A Financial Web Directory: Financial Planning : Planners and Advisors
Links:
- Rod Clarida, CPA.
- A Brea CPA firm specializing in small businesses and individual taxes.
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- Ronald S. Simon CPA, P.A.
- Full service firm in Fort Myers, Florida and serving businesses, individuals, estates and trusts and preparing Individual Tax returns nationwide.
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- Rowling, Dold & Associates.
- CPA firm with CFP and PFS staff members, specializing in tax preparation and retirement planning.
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- Roy Henry, Financial Planner.
- Specializing in mutual funds, estate plans, stocks, business and finance, IRAs and financial plans.
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- SaveWealth.com.
- Learn about effectively planning your estate through advanced estate planning techniques. Also learn about reducing taxes, investing and saving for retirement.
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- Schwerd Online.
- Interactive legal site with Chat, FAQ, Discussion, Archives, and more.
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- Sensible Investment Strategies.
- The low-cost method to customize your investments. Strategies which fit your individual preferences with recommendations from high ranked (4 or 5 stars) 100% no-load mutual funds. "A good plan builds wealth."
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- Sensible-Investor.
- Down-to-earth guide to U.S. personal finance Web sites, focusing on long-term investment and lambasting short-range thinking. With free newsletter.
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- Silicon Valley Tax Advisors.
- Tax and business advice from San Jose experts. They can save you money next tax season with tax planning advice, tax preparation, and business advice. Come visit their articles on how you can benefit from new tax developments or check their Frequently Asked Questions.
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- SmartPortfolio.Com, Inc.
- An investment adviser that provides free quotes, research, market tips, mortgage rates, bank rate quotes, and great market tips. This web site provides links to hundreds of mutual fund companies, investing web sites, and stock research sites.
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- SPE Federal Credit Union.
- Providing professional and confidential assistance along with a full range of services for the financial well-being of their members.
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- Stock-Options.com.
- Free online resource to enable organizing, calculating and filekeeping of Employee Stock Options by participants in these programs and their representatives.
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- StockCowboy.com.
- Financial site designed to match users with hard to find financial advice, trading tips, investment information, and software downloads.
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- Strategic Asset Management
- A fee-only financial advisor. Also provides free retirement, financial education, and market information. The firm is not compensated based upon trading activity.
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- Sullivan Consulting.
- Sullivan Consulting offers expert resolution to delinquent tax matters
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- TaxTalk - Plain & Simple.
- A monthly newsletter written in plain language that tells individuals, investors and small business owners about hundreds of legal tax loopholes.
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- U.S. Estate and Gift Tax Law.
- Curious about taxes on your gifts or recently acquired estates? Or just a big fan of the subject? Well if so, this is the ultimate site for you. All estate and gift tax, all the time. With links to related sites as well.
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- Uinsured.com.
- Long-term care insurance for Kentucky residents.
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- United American Company.
- A Houston based financial group with asset management, brokerage, and offshore investment services, comprised of a brokerage house as well as an investment firm.
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- Valuations Group Home Page
- The Valuations Group provides quality partnership valuations to bank & trust companies, attorneys, accountants, pension advisors, and private investors. Visit their site and learn how to obtain valuations of partnership interests for you or your clients.
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- W.M.A. Financial Services.
- W.M.A financial services is a unique plan that your broker doesn't want you to know about. They swear that it involves none of the risk of the stock market or low CD rates. They also accept rollovers of stocks, bonds, CD's, 401-k's, IRA's, savings and pension funds. Only catch is that they serve just the Lone Star State, so only Texans need apply.
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- Wealth Planning & Management, LLC.
- Investment Advisor to individuals, IRAs and non profits. Emphasis is equities. Also, fixed-income ladders. bi-Monthly Newsletter.
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- Wills and Estate Planning.
- Protect your loved ones, minimize taxes and distribute your property: wills, trusts, living wills, powers of attorney, and more. From the Nolo Press Legal Encyclopedia.
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