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Kelly was great!! Very knowledgable and friendly as well. She is very easy to get a hold of and was punctual in our meeting. I definitely plan on working with Kelly again.
She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.
Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!
Carman is very professional and knowledgeable. He puts together a detailed plan that includes diet as well as exercise needed to achieve what his clients want to achieve. In addition, he tailors a plan to help clients to maintain what they have worked so hard to achieve. He is a great personal trainer!
After trying other tax professionals, I found Emils firm through a local newspaper ad around five years ago. This was when I was simply looking for someone who had experience representing corporations during tax season. His knowledge and energizing attitude made me feel comfortable in using his services. Today, Emil has become, for me, a talented resource for making all my business decisions. His creative techniques and quick responsiveness has been very profitable for my corporation, which is why Ive come to depend on him for much of my tax and financial planning needs.
I needed tax planning advise and Mr. Elliott responded most quickly and effectively. He gave me documents to substantiate the answers. Perfect.
I met with Khristine for Financial Services about a year ago. She was very caring, and made sure that I get a good return on my money. She made sure it is the right plan that I need and reviewed them with me. She even answered my phone calls when I am confused or unsure of something. Thank you for helping me and my family and I definitely recommend her for your financial services needs.
Scott is well-versed in financial planning, especially for the needs of retirees. He focuses on reducing risk without sacrificing returns. He makes it a point to meet with his clients quarterly, to review the portfolios and answer all questions. I now have Scott managing the accounts of my two adult children as well as my 92 year father. I can highly recommend him without hesitation!
I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again
We offer a full range of financial products and services for individuals, business owners, and professionals. Investments and insurance products (CA insurance #0687464) are offered through our affiliation with Centaurus Financial, Inc., a member of FINRA and SIPC. Our areas of specialization include investment planning, investment selection, investment implementation, and investment management, as well as retirement planning.
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.
Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.
Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.
We Specialize in:maximizing need and merit based aid from colleges, focusing on three key areas of college planning: College and Career Selection, College Financial Planning and the Application Process.
Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.
We specialize in helping you analyze your resources and options before retiring, and then managing your finances once retired, to provide the income necessary for you to maintain and enjoy your desired lifestyle. We are very proud of the long-term relationships we develop with our clients and their families, as we guide them through the transition to retirement. We also provide life, health and disability insurance services.
We provide final expense planning. We help with pre-planning a person's last wishes and directions for final arrangements which includes proper funding of funeral expenses. Final expense planning fact, here's the thing. Funerals are expensive. A funeral can easily run up to $10,000.00, if not more. You've got the embalming of the body or a cremation, use of a hearse, the casket, a headstone, the memorial service, etc. Did you know that most funeral homes take advantage of the families of the deceased by marking up their fees on goods and services, just because they know they can! They know that at times like these, most families are not going to shop or negotiate for better prices. Often, a person wants to be buried next to other family members who passed away before them. An uninformed family doesn't think to question prices given to them, and funeral homes usually take advantage of this fact. They assume that the bereaved are not going to go shopping for best prices on caskets right after their loved one has passed away. The first thing you need to know is that a person is not obligated to buy any funeral products from the funeral home where the funeral services will be taking place. By law, the funeral home has to permit you to use your own funeral products, such as the casket, urn, headstone, etc. The second thing you should know is that the same products can be purchased at prices up to 70% lower elsewhere. Contact me for help with final expense planning. You will be glad you did. This is a true story. It's 10:00 p.m. on any given night of the week, and your daughter has a migraine so intense it requires medical attention. You take her to the emergency room in search of relief, and by 2:00 a.m., she is home feeling fine and wanting to sleep for the night. At 2:00 p.m. the next day, her husband goes to wake her and finds that she is not breathing. You call 911. You try everything you can to try to revive her or keep her alive until paramedics arrive, and she is pronounced dead on arrival. Your daughter, at the age of 28, has passed away unexpectedly on December 2010. So, what happens next? In this situation, the family was not prepared for an event like this. Over the next 2 days, they frantically scrambled to make arrangements with a funeral home, buy a casket and prepare for services before her body would be released by the coroner's office with no time to mourn. At a time like this, 48 hours can feel like 48 minutes if you are not prepared. Would you know what to do if this happened to you? Where would you go? Who would you call first? Events like this happen every day. Don't be caught unprepared. Contact us today. Don't put it off any longer.
Welcome to Cayenne Consulting! If you're starting or growing a business, and you need assistance creating a world-class business plan, presentation, or financial forecast, you've come to the right place! We have over 30 consultants worldwide, and we have experience in a broad range of industries. Please let us know a bit about your situation on the Contact Us form on our website, and I will have the most suitable consultant get in touch with you to answer your questions. Our company is looking forward to work with you!
Waddell & Reed brings exceptional passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of investments, insurance and the planning process.
We help people make more money, save more money, and understand how to make money work for them instead of working for it.
Our services include wealth preservation strategies and income planning now or in the future when you retire. We provide a variety of services including annuities and Life Insurance to accomplish our clients’ goals.