Oakwell Private Wealth Management (OPWM) is a Registered Investment Advisor (RIA) that provides financial planning and investment advisory services to a diverse group of clients. With approximately $500 million in assets under management across 400 households, OPWM stands out for several reasons. All advisors at OPWM are CERTIFIED FINANCIAL PLANNER professionals and fiduciaries. The firm's success is directly tied to its clients' success, and clients benefit from working with a team of advisors rather than just one. OPWM also boasts a robust client service department to ensure timely communication, and they limit the number of client relationships per advisor to 75-100, well below the standard of 200-400.

The Stock Watcher and its parent company Smart News Content is a financial media company that aims to inform, educate and empower investors and individuals interested in the financial markets to make better trading decisions with real-time US as well as Global financial data, in-depth analysis and research, and best-in-class stock research and information.

Creative Financial Group specializes in providing customized retirement strategies to help you achieve your financial goals. Our experienced advisors offer personalized investment and insurance solutions to secure your future. We'll learn about your retirement and investment goals to determine if our CFG Retirement Roadmap and Best-In-Class Portfolio Analysis can benefit you.

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AlphaPro. ai is a platform for creating and implementing tailored AI agents that perform qualitative and quantitative analysis on any public company. MVP has live earnings call transcripts for all US stocks with AI-powered sentiment analysis, scoring, and stock correlation. Today, investment analysis is not scalable, costly, and inefficient. We are building the future of an investment analyst platform where AI agents will run complete workflows tailored by fund managers.

Gaiser Financial Group is a comprehensive retirement planning firm in Greensboro, NC, providing fully customized strategies that fit your unique goals and adapt to overcome emerging challenges such as rising taxes and increasing inflation. This could include annuities, IRA and 401K rollovers, stocks and bonds, ETFs, life insurance, and other investments that may help grow and protect your assets. Owner Bryan Gaiser is Series 65 licensed and committed to adhering to a fiduciary standard of care. Our in-house specialists also research to find the best Medicare options for you. Bryan provides free financial education through his Retirement Planning Blog and his radio program / podcast -Better Living, - both found on GaiserFinancial. com. Register for a free retirement planning seminar or call (336) 285-0829 for a free in-person consultation.

If you're serious about building wealth and not just playing the money game, Independent Financial Planners Hartford is where you start leveling up. We don't do generic planning, we craft stress-free, actionable plans that put you in control of your financial future.

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Ifatax. com is a leading provider of tax resolution services dedicated to helping individuals and businesses resolve their tax-related challenges effectively. With years of experience in the field, our team of skilled professionals offers a comprehensive range of services, including tax negotiation, settlement, and debt resolution. We understand that navigating the complexities of tax law can be daunting, which is why We provide personalized guidance and support to our clients throughout every step of the process. At Ifatax. com, We believe in empowering our clients with the knowledge and tools they need to address their tax obligations confidently. Whether you're facing IRS audits, penalties for late payments, or issues with tax liens, our experts are here to assist you in finding the best possible resolution. We work tirelessly to protect our client's interests and ensure that they achieve the most Favorable outcomes. Our commitment to excellence and customer satisfaction sets

The Pro Accountants is a company built with a vision to assist midsize to enterprise businesses globally. Our proven strategies and results speak for themselves - differentiating us from the rest of the service providers out there.

Crewe Foundation is a 501 (c) (3) public charity that has a mission to financially sustain and empower charitable organizations and charitable efforts by enabling donors to become more efficient and impactful in their philanthropic giving. Visit us- Mon-Fri : 9am-5pm