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I've worked with Justin Boucher when he first started at Waddell & Reed and have followed him to Ameriprise, and Merrill Lynch. That speaks volumes as to how satisfied I've been with his work ethics and the performance of my financial investments.
Dennis has been preparing my taxes for at least 25 years. My husband was self employed and the taxes were somewhat "involved". Dennis gave us some wonderful tax saving tips, etc in those years. It was very much appreciated. I would and have recommended him several times thru the years.
Amanda came over to look over my retirement plans and wanted to see if it could improve. What I like most about the my time with Amanda is that she is very detailed. I thought I was going to get a strategy to move forward with my retirement, but come to find out through the education I got. Amanda helped me find money that I didn't realize I had to contribute more and reach my goals faster so that I can retire earlier. Big thank you Amanda, appreciate all that she's helped me with. I still stay in constant communication with her because she is very knowledgable as far as tax sheltering, financial aid and college planning process, medicare supplement, disability. I only wish I knew her when I was 18 years, had more time to plan earlier.
I am turning ideas into gold. I advise individuals from the idea stage all the way up until a product release. My specialties are in marketing and financial planning in high-growth businesses.
I can assist corporations with mergers and acquisitions, pink sheets, start ups, business plans, marketing plans, personal and business financial planning, budgeting, etc.
We do investment portfolios using new dynamics. We offer portfolio design and money management, distinctly separate services, for better return and less risk. Create an investment portfolio for life with our unique portfolio creations. We will create a diversified portfolio for you that will fit for your financial situation. Wall Street is not part of our work as we have known it to be in the past. The costs will surprise you.
My business revolves around building and helping people. I am here to provide a complimentary Financial Needs Analysis in order to place a family on an improved path for the future if they desire. I am available to sit at your kitchen table with your beautiful children and animals in order to be sure I provide you with a financially independent future. If I am unable to improve your financial future and situation, I don't deserve your business. Jolene Inglima
Inspiring and helping clients build a financial life plan so they have the highest probability of success in realizing their retirement goals is what distinguishes my services from the rest.
Forget about acquiring the services of expensive financial firms and select the Hansen & Associates Financial Group, Inc. instead. Their professional financial consultants provide services for individuals and families.
This company offers professional bookkeeping services. They process tax forms and prepare financial statements. They also provide financial advice.