tagfinancial.com
The Advisory Group
http://www.tagfinancial.com/client-home
The following links provide access to important Client resources provided by. The Advisory Group “eMoney Advisor” Planning and Vault Access. Your private personal financial website. Provides daily update of values for your total net worth, along with detailed financial planning reports and analyses. You and your advisors, including select tax preparers and attorneys, can receive and send files securely and hold copies of valuable documents such as trusts, wills, passports, and tax returns. Thank you for ...
szarkafinancial.com
Szarka Financial | Michael W. Perry
http://www.szarkafinancial.com/our-team/management/michael-w-perry
Les Szarka, CFP , ChFC. Alex Menassa, MBA, CPA. Charles Conrad, JD. Mark Stratis, CFP. Rick Martin, CFP. Kelley Drumm, MBA. Michael W. Perry. Duffy & Associates. Joseph & Joseph CPAs. 401(k)/403(b) & IRA Rollover. Estate & Legacy Planning. Life & Long-Term Care Insurance. In the Business of You. Http:/ www.linkedin.com/in/mwperry. Michael W. Perry. Involvement in community organizations has been an important part of Mike’s career. He has developed an extensive network throughout northeast Ohio as a r...
szarkafinancial.com
Szarka Financial | Succession Planning
http://www.szarkafinancial.com/succession-planning
Les Szarka, CFP , ChFC. Alex Menassa, MBA, CPA. Charles Conrad, JD. Mark Stratis, CFP. Rick Martin, CFP. Kelley Drumm, MBA. Michael W. Perry. Duffy & Associates. Joseph & Joseph CPAs. 401(k)/403(b) & IRA Rollover. Estate & Legacy Planning. Life & Long-Term Care Insurance. In the Business of You. Are you a successful financial advisor looking to transition your clients to a firm of advisors you can trust, who will care for your clients with the same level of service they have come to expect? For advisors ...
szarkafinancial.com
Szarka Financial | Associates
http://www.szarkafinancial.com/our-team/associates
Les Szarka, CFP , ChFC. Alex Menassa, MBA, CPA. Charles Conrad, JD. Mark Stratis, CFP. Rick Martin, CFP. Kelley Drumm, MBA. Michael W. Perry. Duffy & Associates. Joseph & Joseph CPAs. 401(k)/403(b) & IRA Rollover. Estate & Legacy Planning. Life & Long-Term Care Insurance. In the Business of You. Meet our team of Szarka Financial associates. Alex Menassa, MBA, CPA. Les A Szarka, CFP , ChFC. Mark Stratis, CFP. Rick Martin, CFP. Kelley Drumm, MBA. Michael W. Perry. Join Our Mailing List.
helmsmanfp.com
Links to Other Resources : FSC Securities Corp
http://www.helmsmanfp.com/Links-to-Other-Resources.8.htm
Helmsman Financial Partners, LLP. Securities and advisory services offered through FSC Securities Corporation, a registered broker-dealer, member FINRA. And a SEC registered investment advisor. Helmsman Financial Partners, LLP. 14881 Quorum Dr., Ste. 125. Links to Other Resources. Markets at a Glance. Links to Other Resources. Blue Cross Blue Shield of Texas. Texas Department of Insurance. Financial Industry Regulatory Authority, Inc. Links to Other Resources. A host of financial tools to assist you.
mfacorp.com
Featured Links : Michigan Financial Advisors
http://www.mfacorp.com/featured_links.cfm
Michigan Financial Advisors Corporation. 40900 Woodward Avenue Suite 330. Markets at a Glance. Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites. If you are set up to view your accounts online through OneView, this link will take you to the sign in page. ADV and ADV Part 2. This is a link to our forms ADV and ADV Part 2 updated at least annually. Dennis' Broker Check Report. Foundation for Financial Planning Consumer Resources. Not all fund companies o...