Financial Planning and Management logos & brands

my-generationalwealth.com

Generational Wealth™ redefines financial planning with modern strategies, fiduciary advice, and a client experience that actually feels human. Build, protect, grow, and transfer your wealth with confidence — because wealth shouldn’t feel complicated - we make it SIMPLE™

myopulencesolutions.com

Opulence Solutions is your go to resource for all of your Notary needs today in addition to trusted guidance with financial solutions to secure the future for you and your loved ones. We are located in Sunrise, Florida and provide convenient resources such as Remote Online Notary, Mobile Notary, and offer in person or zoom meetings for to meet your needs wherever you are.

navigatefinancialplan.com

Based in Iowa, our fee-only, advice-only financial planning firm provides unbiased and personalized guidance to help you confidently navigate your financial journey.

nawtejdosanjh.com

Architecting high-leverage decision environments for High-Net-Worth Principals and Family Offices through Ambidextrous Leadership — balancing risk-governed stability with AI-powered capital efficiency.

neo.group

Neo Group is a premium, new-age wealth and asset management firm built for India's most discerning families and institutions. Founded by a leadership team with an average of 25+ years of domain experience, Neo brings together deep specialist expertise, rigorous investment process, and genuinely unbiased advice — all under one roof. Neo's institutional pedigree is reflected in its investor base: Peak XV Partners (formerly Sequoia India & SEA), MUFG (Japan's largest financial institution), Euclidean Capital (the family office of the legendary Jim Simons), and TVS Capital Funds. The Group holds HURUN India's Future Unicorn recognition. Neo's philosophy rests on three pillars: knowledge-centric, specialist-driven advice; razor-focused performance through rigorous process; and research-backed, client-first recommendations. Clients have direct access to seasoned specialists — across multi-family office, discretionary portfolio management, equity broking, real estate advisory, estate planning, corporate treasury, investment banking, and insurance. Investor Alert: Impersonation of Neo Group and its Employees Certain WhatsApp/Telegram groups are misusing the “Neo” name and branding for stock trading and investment activities. Neo Group companies, their directors, and employees have no association whatsoever with these groups, schemes, or persons. Investors and the public are strongly advised not to engage with or rely on such unauthorised offerings. Neo Wealth Management: SEBI Broking: INZ000306537, NSE:90296, BSE: 6792, MCX: 57520, NCDEX:1318, IN-DP-725-2022, NSDL -IN304756, CDSL -96600, Investment Adviser -INA000017286, Mutual Fund Distribution - ARN-258756, PMS/AIF Distribution - APRN00292, Clearing Membership - 90296, Research Analyst-INH000025674 Neo Alternative Asset Managers Pvt. Ltd: SEBI - INP000007641, Category II - IN/AIF2/22-23/1042, Category III - IN/AIF3/21-21/1001, Category II - IN/AIF2/24-25/1656

netcashsolucoes.com

BPO, CFO as a Service, mentoria e governança para PMEs, com mais de 20 anos de experiência como CFO e Controller. Comece pelo diagnóstico gratuito.

newera-advisory.com

Trust New Era Advisory to be your partner on this transformative journey, as we work together to unlock your full potential.

newtownbudget.org.nz

nicolemontufar.com

Finanzas claras para emprendedores: formaliza tu negocio, mejora tu estrategia fiscal y toma decisiones con respaldo profesional.

njretirementplanning.com

Based in New Jersey, NJ dedicated to providing comprehensive expert financial and retirement planning services. Call (732) 359-3990

nsbretirement.com

New Smyrna Beach Retirement Solutions: income planning, Social Security strategy, tax efficient investing, and Medicare guidance from Steven L. Rich, RICP.

obsidian.swiss

Obsidian supports UHNW families with discreet, independent guidance across wealth, governance and family administration.

odybot.com

Invoice, quote, track expenses and understand your cash flow without an accountant. Colombia and Spain. 2 months free, no card.

offstone.ai

One governed process for the Finance and IR teams who own the reporting package: numbers computed from your warehouse, every explanation signed by its owner.

offthesound.com

Off The Sound Collective — a personal and financial development company rooted in music. Financial coaching, investor services, and professional music production. Founded by Roméo 'Méo' Taylor.

oglesbywealthstrategies.com

Oglesby Wealth Strategies LLC goes beyond choosing investments—it involves developing a personalized strategy tailored to your unique retirement goals.

oldglorycapital.com

Our services include Managing Your Investments for you, Financial Planning for life’s transitions and milestones, Insurance Services to protect your nest egg.

ostbwealth.com

With more than 45 years of experience in financial services, Scott is well qualified to help his clients. Early in his career, he was a representative with the Mutual Association for Professional Services (MAPS), a membership organization that provided insurance and financial services to doctors, dentists, veterinarians, CPAs, and attorneys. Following that, he worked with a pension firm that implemented over 350 pension plans for professionals

papefinancialllc.com

While saving will be a top priority, we’ll also consider the life you want to lead along the way. We will use facts and data to make decisions, but dreams and desires will be part of the equation as well.

paramindtr.com

KOBİ'nizin finansal geleceğini profesyonel ellerle güvenceye alın. 15 yılı aşkın banka yöneticiliği tecrübemizle; nakit akışınızı bütçeliyor, kredi limitlerinizi yönetiyor ve kârlılığınızı optimize ediyoruz.

pattersonpartnersltd.com

Cross-border financial planning, US tax and investment management for families whose lives span more than one country. Bermuda-based. BMA and SEC registered.

perryhamiltonconsulting.com

Perry Hamilton Consulting provides Fractional CFO and COO services to nonprofit organizations in Chicago and beyond. Strategic financial and operational leadership at a fraction of the cost.

personalpassageplanning.com

To Know Your Way is to have a view of your legal, financial, social and end of life plans to control the impact of life events on you and you loved ones.

planwisewealthgroup.com

A fiduciary RIA for Indiana retirees. We build a retirement structure that works without a forecast. Every dollar with a job.

ppwmgt.com

Join Premier Private Wealth Management and enjoy personalized service, strategic financial planning, and a commitment to your financial success.

precinctlife.com

We specialize in comprehensive Financial Advisory and Intermediary Services.

primecapitaleducation.com

Grupo Prime Capital: educación financiera, comunidad privada de inversionistas y construcción de patrimonio con visión de largo plazo.

prismwealthplanning.com

Prism Wealth Planning Ltd. is a fee-only, fiduciary financial planning and investment management firm in Chicago. No commissions, no hidden fees, and no minimum assets required.

psfstrategies.com

We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.

quassama.com

Track shared expenses, split costs fairly, and stay organized.

rebalancefp.co.nz

reignabundantia.com

Reignabundantia is Genesis Garcia's bilingual financial education coaching practice for women: budgeting, savings systems, money mindset, and wealth-building habits.

renewreminder.com

Get subscription renewal reminders before every charge. Track all your subscriptions in one place and cancel unwanted renewals with time to spare.

revenuemgmt.org

reymarwealth.com

Antonio “Tony” Reyna, CFF, offers personalized financial and investment planning from Montgomery County, TX to clients nationwide. Secure your future today.

richardpieprzak.com

Financial security with Richard Pieprzak, Manulife Wealth Inc. Financial Advisor in London ON. Financial Services and trusted advice near you in Insurance, Wealth Investments, Retirement and financial planning, and Tax solutions, for Individuals, businesses and families.

riveroakfinancial.com

We help business owners design and manage retirement and employee plans that support your team’s financial wellbeing and future.

riyaltech.com

هل تسأل نفسك وين يروح الراتب؟ مع ريال تيك تتبع المصاريف الشهرية واكتشف مؤشر الصحة المالية وخطط ميزانيتك الشخصية في ٣ دقائق — بدون ربط بنكي.

robyncg.com

Looking for financial clarity and success? Our consulting services provide tailored strategies that help you navigate investments, taxes, and wealth management for lasting prosperity.

rodefinancas.com

Gestão financeira para MEI e pequenas empresas do Simples Nacional na Bahia. BPO Financeiro, Consultoria Financeira e Cursos Online. Atendimento em todo o Brasil.

rospro.com

30 Years of combined business and financial management experience in a number of industries. Coaching, consulting and managment

ryanhazel.com

Ryan Hazel is an Ameriprise Financial Advisor serving the Raynham, MA area. Get the personal financial advice you need to achieve your goals.

seniorassetsolutions.com

Senior Asset Solutions helps families nationwide protect their assets and navigate Medicaid long-term care planning. Download our free guide today.

shefawealthadvisors.com

Shefa Wealth Advisors provides thoughtful and tax efficient financial planning for high-net-worth individuals and families, including retirement strategies, investment management, and multi-generational planning.

sherrodwealth.com

Work directly with advisor Jonathan Sherrod for personalized financial planning and investment management in Des Moines. Schedule a free introductory call today.

sigmafinanciasoluctionsinc.com

Providing financial solutions for health professionals by developing tax strategies and student debt management services.

sl-gestionpatrimoine.com

Chez SL – Gestion de Patrimoine, à Saint-Damien-de-Buckland, Sylvie Lefebvre, planificatrice financière, vous accompagnera dans vos finances personnelles, tout en vous offrant ses conseils adaptés en matière d’assurance de personne, d’assurance groupe, de prêt hypothécaire et d’investissement.

sladefinancial.com

Investments, Insurance, 1031, 1035, Retirement, IRA, 401(k), 401k, Dave Ramsey, Smartvestor, Smartvestor Pro, Slade Financial, Sun City Financial Planner, Fiduciary

smartconsumerhub.com

Clear, trustworthy information to help you make informed choices about financial and life matters. Explore guides on personal finance, insurance, budgeting, and more.

snowbirdfinancial.com

Snowbird Financial provides personalized financial planning and asset management services to help you gain financial clarity and control.