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Created at December 16, 2018

Financial Advisors

Legal
Accountants
Service Providers

Financial advisors from our community offering various financial planning and investment management services.

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MYRA Wealth
MYRA Wealth
4.9
(7)
750 Lexington Ave, New York
Rate
The best there is. As an immigrant themselves, they understand our needs and they understand taxes. What more do you need.
Prudent Accountants
Prudent Accountants
4.8
(5)
2909 Bryant Ave S Suite 100, Minneapolis
Rate
Excellent Service.
Radha Associates Inc
Radha Associates Inc
4.8
(4)
1730 Park St #223, Naperville
Rate
Our company is a full-service Accounting organization qualified in IL. All of us give a broad range of services for business owners, executives, and independent experts. We are affordable, experienced, and friendly. Our organization provides outstanding in order to our clients because of our dedication to the three underlying guidelines of professionalism, responsiveness and quality. Our high specifications, service and specialized personnel spell the difference between our outstanding performance, and other firms. We make sure that every customer is served by the expertise of our complete firm. We provide total financial services to many of these, large and small businesses and other agencies. Our services: Small Business Accounting, QuickBooks Services, QuickBooks Setup, QuickBooks Training, Quick Answers, QuickTuneup, QuickBooks Tips, Buy QuickBooks and Save, Payroll, Part-Time CFO Services, Audits - Reviews - Compilations, Cash Flow Management, Bank Financing, Business Valuation, Strategic Business Planning, Succession Planning, New Business Formation, Non-Profit Organizations, Internal Controls.
The Kapoor Agency
The Kapoor Agency
4.8
(4)
100 Jericho Quadrangle, Jericho
Rate
Great Service & Educated Professionals to help with all insurance needs.
Siddharth Dhawan - Ameriprise Financial Services, Inc.
Siddharth Dhawan - Ameriprise Financial Services, Inc.
4.7
(3)
444 Brickell Ave Ste 450, Miami
Rate
One hell of a financial planner in Miami. His attention to detail is fantastic and has good knowledge of the Market.
Ramesh Madhusudan - Raymond James
Ramesh Madhusudan - Raymond James
4.7
(3)
333 SE 2nd Ave, Miami
Rate
Impeccable Services. Top notch. Has a close grip on finances and choosing him will be one of the stress relieving things when it comes to invest your hard earned money for future needs.
Hemant Sachdev - AXA Advisors, LLC
Hemant Sachdev - AXA Advisors, LLC
4.7
(3)
2050 Main Street, Irvine
Rate
Comprehensive unbiased financial advice.
LPS Financial
LPS Financial
4.5
(4)
61 Broadway Suite 2770, New York
Rate
LPS Financial is committed to the investment philosophy that we have always adhered to. We are committed to maintaining a culture of diversity, integrity and strong business principles. Our wide range of services are designed and tailored to achieve the specific needs of our diversified client base. It is our fiduciary responsibility to act solely in the best interest of the client. With LPS Financial, clients will not have to worry about the imposition of biased advice, or the pressure to invest in proprietary products. As independent advisors, we have the freedom to choose from a wide variety of products and services - all of which can be personalized to suit each client's individual investment needs. We commit to disclose any and all conflicts or potential conflicts to our clients prior to and throughout our relationship.
Omkar Chicago LLC Financial Services
Omkar Chicago LLC Financial Services
4.5
(4)
940 Cardiff Ct, Schaumburg
Rate
L
Right way of educating the plans, which everyone has to take advantage and in best interest of client
Unique Financial Advisors & Tax Consultants
Unique Financial Advisors & Tax Consultants
4.3
(3)
999 Palmer Ave #5, Holmdel
Rate
Vid Ponnapalli at Unique Financial Advisors offers financial coaching, investment management, retirement and tax planning and college funding. Unique has offices in Manhattan, Iselin and Princeton as well.
Altfest Personal Wealth Management
Altfest Personal Wealth Management
4.3
(3)
445 Park Ave 6th floor, New York
Rate
David Manukjan is a financial advisor at Altfest. He offers investment management and several integrated financial planning options. David is a member of the National Association of Personal Financial Advisors.
KAI Advisors
KAI Advisors
4.3
(3)
Princeton, NJ
Rate
Ajay Kasith at KAI has over 14 years of experience in financial services. The firm offers special focused advise for Americans of Indian Origin with issues such as inheritances, cross-border estate planning and tax planning. They also offer specialized advice for medical professionals, individuals and small businesses. Hourly advice is also available.
RETIRE SMART Consulting, LLC.
RETIRE SMART Consulting, LLC.
4.3
(3)
103 Carnegie Center Dr Suite 300 A, Princeton
Rate
Shikha Mittra is a financial advisor at Retire Smart. The firm offers retirement planning services such as wealth management and investment management. They also conduct workshops at employer worksites and offer volume discounts.
Rohan nayak
Rohan nayak
4.3
(3)
Oakland, CA
Rate
He is a Certified Financial Planner.He is a Portfolio Manager as well an Investment Advisor.Rohan keeps his skill set maintained and upgraded by having a routine oversight to investment transactions in client accounts.
Yash Talreja at Morgan Stanley
Yash Talreja at Morgan Stanley
4.3
(3)
4309 Hacienda Dr Suite 200, Pleasanton
Rate
Yash Talreja, a financial advisor with Morgan Stanley in its Wealth Management office in Pleasanton, Calif., has been named to the firm’s Pacesetter’s Club, the company announced Feb. 18. The Pacesetter’s Club is a global recognition program for financial advisors who, within their first five years, demonstrate the highest professional standards and first class client service, according to a press release. He current lives in Fremont .
Ace Finance Services
Ace Finance Services
(0)
8735 Dunwoody Pl, Atlanta
Rate