I'm now semi-retired and have had 40+ years of assisting SMALL BUSINESSES (not personal financial aid) with their financial alternatives, the last 18 years with GovCons financing, marketing, and sales. Please see my LinkedIn profile (www,linkedin.com/in/RichardLewisDC), as well as my website, www.fecltd.net.
Shirley Luu offers private financial services according to your needs. They are experienced in providing financial services and planning. Shirley Luu is a professional who offers consumer financial services such as fund planning, business consulting, and monetary investment allocation.
Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion.
You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals.
Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her r
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Stephen & Associates, CPA P.C. offers reliable financial advisory services to a wide range of clientele. This expert is one of the most sought-after finance and investment planners within Washington. They are among the best financial planners who offer quality and efficient services.
If you need a company in Arlington that offers personal financial services and planning, consider Carrington Financial Planning, LLC. Aside from financial planning, they also handle retirement services. These financial advisors will be careful not to exceed your budget.
SMB Advisors Corporation is a financial service company that provides accounting, tax preparation, consulting, and bookkeeping services. Hire SMB Advisors Corporation today to help you out. SMB Advisors Corporation has personal finance advisors who have 20 years of experience.
1. Our passion is Holistic Wealth Planning for families and also multi-generation families. Our Holistic Planning process is unique and thorough. We are fee only. We collaborate with family to show them all the fees they are currently paying and customize a plan that's best for them. We also help give them advice on how they an manage their parent's finance. We provide a high level of concierge service by visiting seniors and connecting family in real-time via technology on meetings. We help families connect with vetted resources for Seniors.
2.The Founder have been doing planning over 23 years and brings her own uniqu
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If you are seeking for tax preparation, cpa firm, and hr and payroll in Bethesda, you can count on Caldwell & Company. This individual is a expert in the various areas of investment planning. This expert is a financial services advisor who has many years of experience.
Hire Carroll Hayes if you are in need of financial growth and stability solutions. Choose the experts from Charles Carroll Financial Partners. They handle excellent financial services and planning, individual tax preparation, and tax preparation at professional manner.
BDA Financial LLC provides holistic financial services and planning. Look no more and let BDA Financial LLC handle the work for you. They provide financial advisory services to help you reassess your priorities and goals.
BMDPC is the ultimate accounting service you will need to hire. We offer a comprehensive bookkeeping, and financial services plans that fit your business requirements and budget. We do NOT just crunch numbers. We add values to your business including enhancing internal control, identifying and mitigating risk, and saving you tax dollars.
We provide a wide range of services for individuals including tax preparation and filing, personal financial planning and estate planning. We develop a financial plan customized to achieve your specific financial goals and objectives within the desired time frame. We will help you to retire with style, save t
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I work with financially motivated individuals who seek to accumulate wealth through their businessprofits and income generated from their salaries through out their professional career. I createWealth Planning strategies that strive to provide the desired income to be financially independentand focus on enjoying their lifestyles.
My passion is to make sure that each person that I speak with is knowledgeable about their finances, including their taxes. I educate my customers so that they know what to look for during the course of the tax year that may change their financial outlook.
I have been preparing individual taxes for over 10 years and I love what I do. I make sure that I am current with the latest tax laws and I have to become certified an registered each year with IRS via my PTIN.
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