Financial Consulting
Finance & Insurance
58 RESULTS WITHIN 50km FROM Houston, United States
2888 Loker Ave East, Suite 219, Carlsbad
Tel: (619) 684-6406
Mike Olivia provides a comprehensive planning solution for business owners their families and key executives. The goal of most business owners is to successfully transition their business capitalizing on their life’s hard work. We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party co-owner family member or key employee group through discounting and tax efficiency strategies. Our clients expect high levels of expertise and service with strategies and solutions focused on their vision for the future. We... read more
Tel: (619) 684-6406
Mike Olivia provides a comprehensive planning solution for business owners their families and key executives. The goal of most business owners is to successfully transition their business capitalizing on their life’s hard work. We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party co-owner family member or key employee group through discounting and tax efficiency strategies. Our clients expect high levels of expertise and service with strategies and solutions focused on their vision for the future. We... read more
1201 N Orange St #742, Wilmington
Tel: (302) 884-6742
We provide a dynamic forward-looking alternative to the run-of-the-mill investing approach offered by most financial planning firms. Through our expert analysis of developing trends we believe we are able to pinpoint investment opportunities and risks well before others become aware of them. StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. We never accept commissions for recommending any product.... read more
Tel: (302) 884-6742
We provide a dynamic forward-looking alternative to the run-of-the-mill investing approach offered by most financial planning firms. Through our expert analysis of developing trends we believe we are able to pinpoint investment opportunities and risks well before others become aware of them. StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. We never accept commissions for recommending any product.... read more
12900 North Meridian Street, Suite 125, Carmel
Tel: 317-843-5715
Slattery & Holman is a full-service accounting and consulting firm serving businesses and individuals throughout Indiana. We provide a high level of personal attention to each and every client. We separate ourselves from our competition by being creative and responsive providing comprehensive services and consistently exceeding expectations. For over 30 years we have worked hard to become a trusted partner by establishing a team that reflects the needs of your business.... read more
Tel: 317-843-5715
Slattery & Holman is a full-service accounting and consulting firm serving businesses and individuals throughout Indiana. We provide a high level of personal attention to each and every client. We separate ourselves from our competition by being creative and responsive providing comprehensive services and consistently exceeding expectations. For over 30 years we have worked hard to become a trusted partner by establishing a team that reflects the needs of your business.... read more
944 S Wakefield St #202, Arlington
Tel: 703-892-6937
With Sharp Tax & Accounting Services Inc. being your financial consultant be assured of excellent tax preparation services! For different financial services drop in at our office in Arlington VA.... read more
Tel: 703-892-6937
With Sharp Tax & Accounting Services Inc. being your financial consultant be assured of excellent tax preparation services! For different financial services drop in at our office in Arlington VA.... read more
4180 Ruffin Rd, San Diego
Tel: (858) 576-1122
He gained vital knowledge and experience working for a large firm but always felt that it was not the direction he wanted to go. The issue was in time spent with clients it kept Company-history-1getting less and less. It seemed that the firm had grown to a size that it focus on the output not on the relationship. This is what prompted Mr. Hoffman to take the entrepreneurial leap of faith and start his own account firm.... read more
Tel: (858) 576-1122
He gained vital knowledge and experience working for a large firm but always felt that it was not the direction he wanted to go. The issue was in time spent with clients it kept Company-history-1getting less and less. It seemed that the firm had grown to a size that it focus on the output not on the relationship. This is what prompted Mr. Hoffman to take the entrepreneurial leap of faith and start his own account firm.... read more
1737 NW 56th Street, Suite 102, Seattle
Tel: 206-709-2619
We are an Insurance Investments and Benefits consulting firm located in Seattle WA. We specialize in the following products for individuals and small businesses: Medical Insurance Dental Insurance Vision Insurance Health Savings Account Life Insurance Disability Insurance Long Tern Care Insurance Short Term Medical Insurance Medicare Plans Voluntary Benefits and International Medical Insurance.... read more
Tel: 206-709-2619
We are an Insurance Investments and Benefits consulting firm located in Seattle WA. We specialize in the following products for individuals and small businesses: Medical Insurance Dental Insurance Vision Insurance Health Savings Account Life Insurance Disability Insurance Long Tern Care Insurance Short Term Medical Insurance Medicare Plans Voluntary Benefits and International Medical Insurance.... read more
2111 S. 67th St. Ste 300, Omaha
Tel: 4022811420
Heartland Accounting is ready to do more than just record your financial data we’re focused on helping you grow your business. Your financial information should show you how to identify weaknesses cut expenses manage budgets and estimate earning potential. Part of our service involves showing you how to use your financial data to do that.... read more
Tel: 4022811420
Heartland Accounting is ready to do more than just record your financial data we’re focused on helping you grow your business. Your financial information should show you how to identify weaknesses cut expenses manage budgets and estimate earning potential. Part of our service involves showing you how to use your financial data to do that.... read more
4162 24th St, San Francisco
Tel: (458) 988-2854
Financial consultants work with companies or individuals to plan for their financial futures by offering information and guidance on topics that include taxes investments and insurance decisions. Often called financial advisors these consultants work closely with clients to offer personalized financial advice.... read more
Tel: (458) 988-2854
Financial consultants work with companies or individuals to plan for their financial futures by offering information and guidance on topics that include taxes investments and insurance decisions. Often called financial advisors these consultants work closely with clients to offer personalized financial advice.... read more
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IRP Trucks, IFTA, FMSCA, ICC, UCR Illinois IRP Age has set up a shop in Lacartes Marketplace13 Apr 2024
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