Financial Planning and Management logos & brands

granasmart.com.br

Entenda, controle e automatize suas finanças com IA! Receba alertas, relatórios e faça transferências por WhatsApp. Conecte todos seus bancos com segurança Open Finance. Teste grátis!

greaterthanfinancial.com

Fee-only fiduciary financial planning and investment management for families, business owners, and people approaching retirement in Savannah, St. Joseph, and Northwest Missouri.

griffkapital.no

Formue gir helhetlig finansiell rådgivning til formuende privatpersoner, familier og stiftelser. Vi har Norges mest fornøyde kunder ni år på rad.

groupe-cyrus.fr

Le groupe Cyrus s’appuie sur des synergies fortes, une culture d’exigence partagée et une capacité à anticiper les enjeux patrimoniaux.

growthhorizonswm.com

We help business owners and high-performing professionals turn decades of hard work into a life with more purpose, flexibility, and control.

guernseyfinancial.com

Guernsey Financial is a financial coaching company that provides investors with breakthrough education on how investing works and coaches them to be disciplined over a lifetime.

gvisconti.com

Free Initial Consultation: * Financial & Estate Planning * Retirement & Investment Planning * Health & Life Insurance Planning

gwawealth.com

Let us help you design tailored wealth management strategies to grow your assets and secure your financial future. Start your journey to increased wealth today.

harborw.com

Fee-based retirement and tax planning for individuals and couples in Westchester and the western Chicago suburbs.

harris.financial

At Harris Financial, we can help you pursue your goals with financial stability & retirement security. A financial advisor can help you navigate retirement planning, investments, charitable giving, taxes, estate, inheritance, legacy & continuity planning, and more.

harvestfidroitacademy.fr

Harvest is a creator of digital solutions leader in France in software dedicated to wealth management and finance professions.

hdb-gruppe.de

HdB Gruppe bietet Immobilien, Finanzierung und Vermögensplanung aus einer Hand ✓Kompetent ✓Ganzheitlich ✓Verlässlich – jetzt beraten lassen!

hendenfinancial.co.uk

Henden Financial Limited are expert Mortgage and Protection advisors covering Fleet, Farnborough, Camberley, Basingstoke and surrounding areas.

hlbmaat.com

We make Businesses profitable, optimize Operations and promote innovation, within a structure of ethics and governance, whose derivative is the increase in the value of companies.

horstfp.com

Living the life of your dreams and how you manage your financial resources are related. We're here to help you align the two!

hswa.money

Customized financial planning and wealth management, investment management, retirement strategies, tax planning, and estate solutions.

hustleaid.org

Join HustleAid, Ghana's leading financial empowerment community. Learn how to make, save, invest and safeguard money while accessing resources, events and support.

indiwealthmanagement.com

IndiWealth offers tailored financial strategies for tribal offices, foundations, and individuals—helping you achieve your mission with expert guidance.

integrity-365.co.uk

Client centric #WealthManagement firm. Get in touch with our Independent #FinancialAdvisers to find your financial freedom.

integrity365.co.uk

Client centric #WealthManagement firm. Get in touch with our Independent #FinancialAdvisers to find your financial freedom.

integrityfinancial.org

At Integrity Financial, our mission is to help you weave together your Faith and God's finances.

intouchfinancialservices.com

In Touch Financial Services is a boutique firm, serving individuals and small businesses. We provide Investment Advisory Services, Portfolio Management, Financial Planning for all stages of life. We also provide Residential Real Estate and Mortgage Lending Services. Our team has over 30 years of experience and expertise to help you navigate and plan for all of the big financial moments in your life; buying a home, planning for college, planning for retirement.

investmentalbania.com

Albánie je země s obrovským potenciálem. Pořiďte si zde investiční nemovitost. Zvyšte své příjmy a zároveň získejte svůj druhý domov u moře.

justfa.uk

We provide financial advisers with a way to build a more valuable business. JustFA platform is a digital advice solution that saves time, reduces admin costs, engages new markets, and accelerates growth.

jvce-patrimoine.com

Votre patrimoine mérite des chiffres, pas des promesses. Audit gratuit des frais, honoraires transparents à 1 %, écosystème 360°. CGP indépendant pour professions libérales et dirigeants - Paris · Aix-en-Provence.

kardinal.cab

« Notre cabinet ne vend pas de produits. Il conseille, oriente et protège — pour vous, pour les vôtres, et pour ce que vous transmettrez. » KARDINAL, une certaine idée de la gestion privée. Pendant longtemps, gérer un patrimoine de premier plan a signifié composer avec la distance des grandes institutions, l’opacité des produits financiers et la rotation incessante des interlocuteurs. Les acteurs majeurs de la gestion financière et patrimoniale — banques, compagnies d’assurance, réseaux nationaux — disposent de structures lourdes, de processus standardisés, et ont, peu à peu, créé une distance avec celles et ceux qu’ils prétendent servir. Nous avons fondé KARDINAL en 2007 sur la conviction inverse : qu’un patrimoine se construit dans la durée, dans la proximité, et qu’il ne se confie qu’à ceux que l’on a appris à connaître. À l’écart des logiques industrielles, nous avons choisi l’indépendance, l’enracinement local et l’exigence du sur-mesure.

katysong.com

Katy Song, CFP®Financial Planning Fee only financial advice for young professionals, couples and families. Learn More Financial planning is for everyone – not just the very wealthy. Everyone has financial goals. The hard part can be setting those goals and creating a roadmap to attain them. Financial planning provides the starting point and the process […]

keracap.com

Building tomorrow’s legacy. Kera Capital Partners offers financial planning and investment management for entrepreneurs, families, and companies.

kershawretirement.com

Kershaw Retirement Solutions provides personalized retirement planning, Medicare, Social Security, life insurance, and financial guidance throughout Missouri and Illinois.

kf-qac-eastus2-svc-cm.azurewebsites.net

An industry-leading independent broker dealer for over 20 years, Kestra Financial leads the industry in wealth management, practice enrichment, service and technology solutions.

kjwilsonlaw.com

K. J. Wilson Law offers insightful and customized estate planning services. Licensed to practice in Virginia. Black Owned, Woman Owned law firm.

legacybuilderswealth.com

You deserve a retirement without financial uncertainty. Discover and build retirement planning income strategies that will protect you today.

legacyvault.pro

A secure Digital Legacy Planning platform for UK business owners, protecting what you have built, long after you are gone.

legsfinancial.com

Two-lifetime financial planning for families with a loved one with a disability. Fee-only, flat-fee fiduciary in Greensboro, NC, serving the Triad, Triangle, and families nationwide. SNT and ABLE coordination, benefits preservation, ChSNC®.

lettinwealth.com

Fiduciary financial advisor in Lake Oswego, OR since 1987. Retirement income planning, investment management, and tax strategy for pre-retirees and retirees.

levinefinancial.net

Levine Financial We teach our clients how to OWN their personal economy – and the only way to do that is to first understand it. We talk about how their money works, how to create real wealth and how to overcome challenges, and we do it all together.

lucanet.de

Gestalten Sie die Arbeitsweise Ihres Finanzteams neu mit nahtlos integrierten Workflows und Enterprise-Grade-Lösungen für alle anfallenden Aufgaben im Office of the CFO

makeagrad.org

Make A Grad Charitable Trust. Scholarship for Finacially Challenged Students for Undergraduate Degree.

marronewealthmanagement.com

One advisor for your personal finances and your practice. Built for therapists, psychologists, and mental health clinicians — so you can focus on your clients and patients.

mastermoney.co

Discover How To Easily Save, Invest And Grow Your Money So You Can Build Generational Wealth

mcreekwealth.com

Mossy Creek Wealth is an independent wealth management firm that brings clarity and simplicity to your business or personal finances.

midamericanwealth.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.

mimoneyhealth.org

MSU Extension provides resources and education on money management, foreclosure prevention, buying your own home, retirement planning and more to help you and your family be more financially healthy.

mizan.com.sa

Mizan helps you understand your financial health with detailed insights and easy-to-use tools. Available on iPhone.

mlj-patrimoine.fr

Margaux Le Jallé vous accompagne dans la gestion de votre patrimoine. Cabinet libéral implanté dans la région nantaise, rendez-vous partout en France.

moduswealthmanagement.com

Home

mondevogroup.com

AI-powered platform consolidating wealth management, technology ventures, and luxury investments. Three pillars: Mondevo Wealth, Ventures, and Mondevita.

moneytrust.in

Money Trust Money Trust Financial Services Have Any Questions? +91 808 043 5343 Offer What We Offer Financial Planning Planning of each person, the financial goals, money and other property, and then they take the necessary measures to achieve these goals. Portfolio Re-Balancing The portfolio re-balancing is a method in which funds are invested proportionately

monteverdegroup.com

The Monteverde Group provides employee benefits, retirement plan consulting, and wealth advisory services for Pittsburgh businesses, executives, and families. Discover smarter strategies designed for long-term financial success.

mortgageadvice.co.nz

Comparing home loans as a first home buyer or investor? Our independent Wellington mortgage advisers check the whole market. Book a free chat today.