Financial Planning and Management logos & brands

mucade.es

En un mundo financiero complejo, simplificamos el viaje añadiendo valor a tu patrimonio Nuestro compromiso: Atención personal, transparencia, diversificación...

mwadvisors.ca

Fee-based wealth planning for Canadian tech founders and high earners. RSU and stock-option tax specialists. Book a free 30-minute intro.

mycwa.com

Fee-only fiduciary financial advisor in Richmond, Reston & Williamsburg VA—retirement & tax-smart investing for 50+. Book a FREE retirement strategy session today.

myintegrativeplanning.com

One plan. Every piece of your financial life — income, taxes, investments, healthcare, legacy — working together. Boutique wealth management in Cornelius, NC.

myliferoadmap.com

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

mypensiontree.com

Cash balance plans for businesses with employees. Keep your key people, fund it from profit, and let our in-house actuarial desk handle design, compliance and administration.

myresorts.eu

Resorts full of personality, unforgettable experiences, and attractive investment opportunities.

newbauermaniet.com

We provide financial planning, insurance, estate legacy management and wealth services near you in PA, helping you with informed investment decisions.

nssfsps.co.ke

NSSF Staff Pension Scheme - Secure your future with our defined contribution scheme.

nwadvisors.net

Financial advisor proudly serving San Diego, CA, and beyond. We offer full-service wealth management including estate planning, insurance review, tax planning, investment management, and retirement planning.

oafiduciaire.com

Fiduciaire 🇨🇭| Swiss Taxation 🇨🇭| TVA 🇨🇭| Management companies 🇨🇭 | Financial statements 🇨🇭| Accounting services in Switzerland 🇨🇭| Salaries |

oawa.in

We help Mutual Fund Distributors (MFDs) and Wealth Managers scale their business by providing proven strategies to grow AUM, acquire high-value clients, and build authority in the industry. Our approach focuses on client acquisition and retention, premium positioning and branding, and process automation to enhance efficiency. By leveraging strategic growth methods, we enable financial professionals to expand their reach, strengthen client relationships, and establish long-term success

obudget.app

Budget anything and track every expense. Give each category its share, list what you mean to buy and always know what's left. MoMo, Telecel Cash, GhanaPay and bank payments can fill themselves in.

octavigarcia.com

Assessor financer i formador. T'ajudo a ordenar les finances, estalviar, reduir deutes i invertir amb criteri. Consultes a Barcelona i en línia.

omgfinsvcs.com

OMG has been providing Insurance and financial services to the communities of Southern NH, and Northern Massachusetts since 1980.

oncewillsandtrusts.com

Inheritance Tax, Estate & Trust Planning Specialist for Business Owners. You Pay enough taxes during your lifetime. Now is Time to Create Generational Wealth

ownerfinancialservices.com

Owner Financial is a Network of Financial Services Professionals for Business Owners

palazzo.capital

Desde 2008

paperwar.ch

PaperWar ist dein Treuhandbüro in Zofingen (AG): Buchhaltung, Jahresabschluss, Steuererklärung, Lohnbuchhaltung und Firmengründung zum Fixpreis. Jetzt kostenloses Erstgespräch vereinbaren.

parkit.se

Parkit makes parking easier for residents, HOAs and property owners. We digitalise permits, payments, charging and operations to create smarter parking.

penhilladvisors.com

Discover the bespoke services at Pen Hill Wealth Advisors, an independent, boutique consultancy firm for organizations and private clients.

pension-advice.ie

Looking for expert pension advice in Ireland? Speak with qualified advisors today. Secure your financial future in 3 easy steps. Get started now!

pjsservicesgroup.com

PJS Services focuses on Tax Planning and Wealth Management Strategies for Individuals, and Small and Medium size business owners.

plan4life.net

Get personalized financial planning for retirement, investments, & more. Start your journey with us today!

plannex.co.uk

Plannex helps UK financial planners connect, scale and succeed with expert-led training, community support and marketing strategy.

planningforgood.co

While we serve a diverse population, we work to empower busy professionals and the LGBTQ+ community to make intentional financial decisions that align with their values.

ppsgrp.com

We are financial advisors focused on empowering you to pursue your dreams and passions while ensuring you feel well cared for, informed, and secure during every stage of life. We offer Financial Planning and Comprehensive Portfolio Management to people who value collaboration and strive to live authentically. If you're following a unique path—whether through your career, lifestyle, or relationships—you're likely to face complex financial circumstances. We understand those challenges.

praemium.com.au

Wealth Management Platform providing Administration, Investments and Retirement Solutions with market-leading technology, reporting and digital portals.

profit-active.com

Profi-T Active is a Kyiv-based financial services company specialized in bespoke financial solutions for individual and institutional clients. Main services include, but not limited to: Brokerage Investment and wealth consulting Debt advisory and restructuring Alternative investments Our purpose is to find the best solution for our clients based on our experience and competency, in order to meet their financial goals.

propel-fa.com

Propel Financial Advisors offers personalized financial planning and investment management for individuals, families, and small businesses. Empower your financial future today.

prosperity-pwm.com

Prosperity is more than a number. It’s the power to shape what’s possible. For you. Your Family. Your Heirs. Our role is helping you explore that potential. Then we set about making your possibilities true reality.

qts-llp.co.uk

Quality Trusted Solutions (QTS) LLP, is wholly owned by Central & North West London NHS Foundation Trust (CNWL), delivers innovative and reliable estate and facilities management—including Hard FM, strategic consultancy, asset management, logistics and pre-tendered frameworks—for NHS and public sector organisations.

quotant.com

Discover strategic Financial Diagnostic & Planning with Quotant. Tailored Business Owner Planning to align your finances. Start building your roadmap today!

reddingfinancialadvisors.com

Redding Financial Advisors offer personalized financial planning, retirement strategies, and investment management to help you secure your financial future.

rgtadvisors.com

Corient is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

riveredgefinancial.com

roistack.org

Generate CFO-grade financial reports, business plans, funding assessments, and strategic recommendations in minutes. 86 free business calculators, no signup needed.

rovia.one

Your company stock isn't just compensation it's opportunity. Grow wealth globally with 0 forex costs. Professional RSU management and wealth building tools.

saveaway.net

#SaveAway: Your shopping goals. Fulfilled. With an Intelligent Wallet, personalized games, community $upport & more — debt-free. Save smart. Buy regret-free. SaveAway®.

sdc-wealth.co.za

SDC Wealth Management is an authorised Financial Services Provider (FSP) dedicated to delivering highly competitive and personalised financial products for individuals and businesses. We leverage our solid relationships within the insurance industry to provide tailored solutions complemented by our commitment to excellent client service, proactive risk management, and trusted claims processes. We are committed to fostering long-term financial security and growth for our clients. PERSONAL Wealth Protection: –Short-term Insurance (motor, home, liability and more) –Commercial Insurance –Medical Aid –Life Cover –Income Protection –Disability Cover –Dread Disease Cover –Estate Planning PERSONAL Wealth Creation: -Investments -Long Term savings & offshore Investments -Retirements Planning FOR EMPLOYEES: -Group Life Assurance -Medical Aid -Medical Insurance -Pension Funds & Group Retirement Annuities FOR BUSINESSES: -Short Term Insurance -Buy and Sell Agreements -Key Person Insurance -Contingent Liability

sibill.it

Automatizza tesoreria, pagamenti e fatturazione. Risparmia tempo e semplifica la gestione finanziaria della tua PMI con Sibill.

somniocpas.com

Comprehensive Financial & Tax Expertise, All in One Place Our team is here to guide you toward your financial dreams of the future. Contact us Who We Are At Somnio CPAs, we partner with individuals, families, and business owners to provide a seamless experience that integrates tax strategy, financial planning, and business advisory services under one… Continue reading Home

soria-capital-associes.ch

Soria Capital & Associés vous accompagne sur la fiscalité en passant par la prévoyance, l’immobilier et le financement. Résidents suisses et frontaliers.

steeltower.com

Steel Tower is a boutique wealth management firm offering investment, tax, and estate planning services, to business owners and family-office clients.

sullivangroup.net

The Sullivan Group offers investment, retirement, estate, and settlement planning across California. Fiduciary-first. Personalized guidance. Start planning today.

swm-ag.li

Die SWM AG mit Sitz in Vaduz ist Spezialist in der Vermittlung von Einkauf und Verkauf werthaltiger Edelmetalle.

taishinholdings.com

Taishin offers all-round financial planning and banking services for individuals, households, business owners and micro-businesses.

teampwsi.com

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

terawit.net

Terawit and Company Limited is a Finance and Management Consultancy. Areas of specialty are Accounting and Finance, Business Advisory, Human Capital Solutions.

tietgenpension.dk

Uvildig Pensionsmægler, Tietgen Pension. Vi sikrer din virksomhed stærke forsikringer, lavere omkostninger og højere afkast. Book et møde i dag