Financial Planning and Management logos & brands

barcomb.net

Barcomb Asset Management, LLC Website

benaricapital.com

Empowering Jewish leaders with holistic financial planning, tax efficiency, and investment strategies to achieve purpose, fulfillment, and lasting legacy.

beqy.ai

Meet your AI CFO that never sleeps. Beqy.ai delivers real-time financial insights, automated transaction categorisation, AI-powered forecasting, and intelligent report commentary for startups, SMEs, and accountants.

biondfinancial.com

Biond Financial is a process-driven financial planner in Staten Island, New York and Red Bank, New Jersey.

brookmires.com

Concierge financial guidance for individuals, families, business owners, and healthcare professionals in Kingsport & Northeast Tennessee.

brookshirewealth.com

Independent, full-service investment management and planning firm. Specializing in fee-based asset management utilizing strategic and tactical asset allocation modeling.

butterflyfinancialplanning.co.uk

Butterfly Financial Planning Limited are local Financial Advisers and Planners in Bromley. We help people break free from financial anxiety.

bwam.net

Personalized guidance on your path to financial independence.

calcmoolator.com

Calculator Mortgage, Mortgage Calculator, Loan Calculator, Tax Calculator

capitalfinancialnc.com

Capital Financial Management NC. Inc Build a secure financial future with Capital Financial. We offer tailored retirement strategies, tax-efficient planning, and wealth management in North Carolina.

capstonefinancial.net

Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.

capstoneglobaladvisors.com

Certified FInancial Planner

carringtonwm.co.uk

Award winning wealth management firm in London and the South East. Helping clients achieve their goals through creative, thoughtful and analytical wealth planning.

carteiraazul.com.br

Gerenciador de contas simples, poderoso e gratuito. Tenha o controle total das suas contas.

castri.co.uk

Castri is an independent wealth management firm built on clarity, trust, and over 50 years of combined experience. We provide personalised financial support to individuals, families, and business owners who value long-term relationships over short-term gains. In a market increasingly dominated by consolidators and private equity firms, we offer a different approach. Castri is fully independent and tailored to your goals, without reliance on automation or artificial intelligence. We believe in doing things properly, with care and attention to detail. At Castri, we look after people, not just portfolios. Our services are designed to support your financial journey across generations, ensuring that your wealth is managed with the same diligence and respect that you would expect.

celestialdivide.com

Celestial Divide gives attorneys and executors a repeatable, defensible process for complex estate asset division — structured workflows, scenario modeling, and audit-ready documentation.

cgfpbank.com

Compagnie Générale Financière Privée

choulesfinancial.com

Welcome to Choules Financial where you'll receive expert guidance from your trusted partners committed to your financial success.

clarkwealthllc.com

Work with Clark Wealth LLC for tailored retirement plans, investment strategies, and long-term financial security. Start planning your future today.

clientfirstwm.com

For pre-retirees and retirees: Planning-first pricing, full-time fiduciary, individual bond ladders. The Retirement Checkpoint is free. Book yours.

comptonfg.com

Compton Financial's Financial Group promise to give you the highest level of service possible! If you are looking for financial advice, call today.

conciergefg.com

Live The Life You Want Without Worrying About Money Financial Planning - at Concierge Financial Advisory

cpfinancial.net

ClearPath Financial helps individuals and families pursue retirement confidence through personalized retirement income planning, wealth strategies, and financial guidance in Corona, California.

craftomorrow.com

Free browser tools for budgeting, debt payoff and focus, plus honest, research-backed guides on Etsy selling, AI tools and side income.

crosspointsolutions.net

Helping individuals, families, and federal employees navigate retirement, protection, and financial planning with clarity and confidence.

eardleyfinancial.com

Personalized financial advice for retirement, investments & more. Start planning today!

elevatedwealth.com

Unlock Your Dream Retirement with Elevated Wealth Management Book Meeting Today Welcome to Elevated Wealth Management- Your Path to Retirement Bliss! Are you ready to make your retirement dreams a reality? We specialize in helping retirees like you maximize their retirement, so you can enjoy the golden years you’ve always imagined. We understand that retirement […]

equalvoices.co

EQUAL VOICES (formerly Fyooz Financial), provides fee-only financial, investing, and tax services, based in Portland, Oregon. Founded by Natalie Slagle, CFP® and Dan Slagle, CFP®.

esag-escrow.ch

Bewährter Hinterlegungsservice für Quellcode, digitale Pläne und Patente, spezialisiert auf die Präzisions- und Transportindustrie sowie Spitäler.

estatecon.se

Estate Concierge är fastighetsförvaltarna med stort kunnande och engagemang. Men vi inte bara förvaltar, vi utvecklar och hjälper dig som fastighetsägare med ekonomi och utveckling. Vi hanterar uthyrningsuppdrag, både stora och små, och vi har ett eget team för byggledning Estate Consulting. Välkommen till oss!

evaluno.ch

Evaluno hilft dabei, die richtigen Entscheidungen zu treffen – im Dschungel von Angeboten rund um Vorsorge, Geldanlage und Finanzprodukte. Transparent. Unabhängig. Verständlich.

evergreen360.net

Wealth management, mortgages, insurance, and real estate under one roof in Colorado Springs. Talk to a local advisor — call (719) 600-2228 for a free consult.

exoduscapital.com.sg

Exodus Capital Branch Representing ManulifeFA Connect With Us: Facebook: @exoduscapitalsp Instagram: @exodus_capital

ferventwm.com

As an independent firm, our team at Fervent Wealth Management has the flexibility to offer you access to a wide range of non-proprietary products and services – without the obligation to sell any particular investment or brand – keeping our focus solely on your wealth management and legacy goals.

ffrdesign.com

Experience personalized guidance from caring financial advisors. Comprehensive retirement planning, asset preservation, and legacy solutions. Inquire Now.

financas360.com.br

Plataforma de gestão financeira da F360 é para redes de varejo e franquias. Conciliação, fluxo de caixa e controle financeiro em um só lugar.

financialcrusaders.com

We offer free financial services including financial guidance and financial education to individuals, families, and businesses. Meet one-on-one with a financial advisor to get your customized financial plan - no fees, no pressure.

financialstateofminds.org

FSM expands access to financial education, coaching, capital readiness, and resources that strengthen people, businesses, and communities.

finanzberatung-landener.de

Unabhängige Finanzberatung für Ärztinnen und Ärzte: Vermögensaufbau, Absicherung und Praxis. Vor Ort in Düsseldorf und per Video. Kostenloses Erstgespräch.

finfitters.be

FinFitters is de financiële conditieclub voor vrouwen in Vlaanderen. Clubsessies, workshops en money dates om je eerste stap te zetten.

finion.nl

Finion Hypotheken & Financiële Planning is het adres in Weert voor persoonlijk financieel advies over o.a. uw verzekeringen en hypotheken.

firstsummitcapital.com

Expert financial solutions from First Summit Capital. Specializing in investment management and wealth strategies tailored to your goals.

fizzyfinancial.co.nz

We help everyday Kiwis make smart KiwiSaver decisions through independent advice, genuine partnership, and ongoing support.

focusedfinances.com

We offer fee-only financial planning and investment management services, customized to your unique needs.

fren.finance

Take control of your finance

frequencyfg.com

Discover personalized Financial and Legacy Planning with Frequency Group. Tailor your wealth plan to fit your life. Contact us today to start your journey!

fsgwealth.co.nz

FSG offers tailored, client-first financial advice with proven expertise in succession, retirement, investment, and legacy planning. Own your story today.

fxyourscore.com

Meta Description:FX Your Score helps first-time homebuyers get mortgage-ready in 30 days. Personalized credit coaching, action plans & roadmap to pre-approval. Texas-based.

garnerwealth.com

Garner Wealth helps individuals and families gain clarity and confidence through personalized financial planning and investment management. Led by Wes Garner, an experienced independent advisor serving Austin and Lake Jackson.

gaumont.ca

Expert en planification financière et projection de retraite, Gaumont Groupe Conseil est votre partenaire de confiance pour vos finances.