Financial Management & Consulting in United States - ViewLocate

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Union Bank photos

Union Bank, Santa Barbara

Santa Barbara / California / United States

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Union Bank is one of the largest financial institutions in the world, who has customers best interests at heart. We provide a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. Union Bank at 3451 State St in Santa Barbara CA also offers an extensive portfolio of value added solutions for customers, including investment banking, personal trust, capital markets, global treasury management, transaction banking and other services. Union Bank believes when you do whats right for customers, long lasting relationships will follow.

Merchants Bank photos

Merchants Bank, Rosemount

Rosemount / Minnesota / United States

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Merchants Bank offers a complete line of commercial, personal and mortgage banking solutions to fit your personalized needs.

Brown Harris Wealth Management photos

Brown Harris Wealth Management, Culpeper

Culpeper / Virginia / United States

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Publicly available to all customers.

Merrill Lynch photos

Merrill Lynch, Honolulu

Honolulu / Hawaii / United States

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Welcome to Merrill Lynch in HONOLULU, HI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.

Accurate Bookkeeping & Tax Service photos

Accurate Bookkeeping & Tax Service, Las Vegas

Las Vegas / Nevada / United States

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Accurate Bookkeeping & Tax Service has been serving greater Las Vegas, NV, since 1988. We help small business, corporate and individual clients to file both federal and state tax returns. We also provide complete personal and business book keeping as well as payroll services. Our year-round tax services include: electronic filing, delinquent and non-filers, payroll taxes, quarterly returns, EFTPS tax deposits. Pick-up and delivery option is available. In most cases, there is a 24-hour turnaround period for payroll services. We also offer business set up and consultation. Call Accurate Bookkeeping & Tax Service for fast and friendly service, we have great hours to better serve your needs!

Trungale, Egan & Associates photos

Trungale, Egan & Associates, Chicago

Chicago / Illinois / United States

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Trungale, Egan & Associates is a dynamic marketing communications agency that offers a complete range of services including branding, collateral design, website development, and event promotions. We integrate and infuse your brand message and go-to-market strategy with marketing solutions and creative that generates results. Call us today for more information.

Robert Half photos

Robert Half, Ann Arbor

Ann Arbor / Michigan / United States

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Welcome to Merrill Lynch in ANN ARBOR, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.

Investment Insight Wealth Management photos

Investment Insight Wealth Management, Massapequa

Massapequa / New York / United States

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Investment Insight Wealth Management, LLC is a Registered Investment Advisor serving businesses, retirement plans and high net worth investors since 2004. Located in Massapequa, New York. As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience. We have no affiliations with brokerage firms, insurance companies, banks, or mutual fund companies. We do not collect commissions. We work strictly for our clients. What that means to our clients is real investment advice, free from all conflicts that exist when your advisor is working the financial firm instead of you. Our client’s assets are invested through one of the nation’s largest discount brokers, where we invest in mutual funds with no sales charges. Our clients pay very low rates to the discount broker for stock and bond trades. Lower fees mean higher returns for our clients’ portfolios. We provide a variety of services under the scope of investment management and financial planning, including portfolio analysis and management, developing a financial plan, retirement planning, investment tax strategies, estate tax planning, educational planning, and funding.

Miller Walker & Associates photos

Miller Walker & Associates, Roanoke

Roanoke / Virginia / United States

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At Miller Walker & Associates we understand that everyone has a unique financial landscape. Our relationships are based on providing honest and transparent advice along with strategies to address our clients’ current financial needs and help them pursue their goals for the future. Our firm specializes in financial planning, investment advice, and offering advice and strategies for many of life’s financial hotspots.

NOW CFO photos

NOW CFO, San Jose

San Jose / California / United States

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NOW CFO is a “roll-up our sleeves” full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth.

Td Ameritrade photos

Td Ameritrade, Reston

Reston / Virginia / United States

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TD Ameritrade is a national financial services company that provides stock brokerage, portfolio management and other services. Its Reston location serves the surrounding communities in Northern Virginia.

JG CPAs, LLC photos

JG CPAs, LLC, Meridian

Meridian / Idaho / United States

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JG CPAs, LLC is a full service accounting firm offering bookkeeping, business valuation, CFO and controller services, estate and financial planning, financial statement audits, reviews, & compilations, investment & property management, new business formations (i.e., LLC & Incorporation), QuickBooks ProAdvisor, payroll, tax, tax planning, tax preparation and much more. We offer our services to both individuals and businesses in Idaho, servicing clients primarily in the Treasure Valley (Boise, Caldwell, Eagle, Kuna, Meridian, Nampa, and Star). We have a unique blend of business skills to provide decisive and educated planning for our clients. We are a firm built on trust and professionalism.

Aquino Financial Group, LLC photos

Aquino Financial Group, LLC, Westminster

Westminster / Maryland / United States

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Aquino Financial Group, LLC is a wealth management firm based in historic Westminster, Maryland. Creating a financial plan requires a disciplined, well thought out approach. With guidance from multiple specialists our professional team provides comprehensive service. We have an established history of providing solutions to a variety of clients in various life stages.

TD Bank photos

TD Bank, Naples

Naples / Florida / United States

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TD Bank, Americas Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,200 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

Fisher CPA Firm, PC photos

Fisher CPA Firm, PC, Spring

Spring / Texas / United States

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We have years of experience with federal & state taxes, regulations and creating solutions for your growing business. We take the time to understand your individual situation and then apply our knowledge of changing tax laws to help you make the best business and personal decisions. We constantly monitor tax legislation, regulations and court rulings so we can provide the most effective tax planning for the future of your business and personal finances. In addition to tax services, we also offer accounting services, complete outsourced bookkeeping services, business consulting, and controller services.

Great Lakes Advisory photos

Great Lakes Advisory, Chicago

Chicago / Illinois / United States

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Medical Practice Consulting STRATEGIC PLANNING “Hope” is not a strategy. A windfall will not fall in your lap simply from working harder. It is critical for independent physician-owned practices to develop a disciplined strategy to ensure the survival of their practice. We will conceptualize the longer-term vision of your practice and develop a strategy that will better position the practice to remain guided towards your vision. LEADERSHIP & MANAGEMENT COACHING For a practice to maximize the potential of its staff, it is imperative that the staff is led by strong leaders. We will assist in the following: Develop a more effective leadership style Deal with conflicts and learn conflict-management skills Manage “difficult” people Enhance presentation and networking skills Learn how to have critical conversations Strengthen self-confidence, assertiveness, and well-being Develop “superstar” employees PATIENT WORKFLOW & SCHEDULE OPTIMIZATION Do you find yourself idle for periods of time during your day? If so, there is likely a governor within your workflow that is preventing your practice’s profitability from reaching its maximum potential. We will identify any and all inefficiencies within your patient workflow and scheduling protocol. Once these inefficiencies are identified, we will implement solutions to afford your practice the ability to see more patients on a daily basis and improve the overall patient experience from visiting your office. PHYSICIAN EXIT STRATEGIES When you retire, will your medical practice close its doors as well? Or is there a strategy in place to preserve the organization that you founded? Many of our clients express that they do not know what will happen to their organization once they retire. They simply hope that the savings accumulated over their career with the organization will provide an adequate amount of assets in retirement to service their spending needs. Unfortunately, this presents the risk of a lot of guess work and leaning on your financial advisor to ensure that your retirement is properly funded. At Great Lakes Advisory, we prefer to take a more methodical approach. We offer unique insight due to our investment background coupled with medical practice experience to develop a strategy that will provide more financial flexibility for you and your family in retirement and is aligned with your vision for the organization. PRACTICE EMPLOYEE GOAL SETTING & PRACTICE MORALE From our experience, we have found that practice employees display a stronger work ethic when they work towards goals. In turn, these goals hold employees accountable when they fall short of said goals and provide incentives when goals are met or exceeded. We will help your practice establish goals for each of your employees so that their interests are better aligned with the practice. In addition to setting goals for each employee, we will implement techniques that will create a positive workplace culture. Positive workplace culture attracts talent, drives engagement, impacts happiness and satisfaction, affects performance, and improves practice morale. PRACTICE GROWTH STRATEGIES Whether your practice is looking to expand geographically or looking to increase the daily number of patient visits, we will develop a customized strategy and perform the financial analysis to help you achieve your goal. CUSTOMIZED PRACTICE SOLUTIONS Is your practice’s problem not neatly categorized into any of the services listed here? You are not alone. Your practice is unique, and the solution to your needs requires a customized approach. Contact us today to tell us about the problem your practice is currently experiencing. PRICING Pricing is dynamic and determined on a contract-by-contract basis. The cost of the project is transparent and known prior to initiation of our services. We do not believe in add-on or hidden fees. The price stated within our service agreement will not change, and our engagement will not be complete until the services we agreed to perform are delivered. Our fee represents our contribution to your practice with a dramatic return on investment for you and an equitable compensation for our firm. If we are unable to confidently offer a solution that provides a material benefit for your practice after our fee, we will respectfully decline the engagement.

Aspen Wealth Management photos

Aspen Wealth Management, Littleton

Littleton / Colorado / United States

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With over 10 years of experience, our financial planning company has been offering comprehensive wealth planning and wealth management to clients in Greenwood Village, CO and the surrounding Denver metropolitan area. Call today to see how we can help you!

No Coast Business Advisors photos

No Coast Business Advisors, Lincoln

Lincoln / Nebraska / United States

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We are dedicated to providing Nebraskas most confidential sales process through quality representation and buyer qualification. Jethro Hopkins and Jason Wollen have been business owners in the Lincoln community for several years and private business brokers for 2 years on October 1, 2015 they founded No Coast Business Advisors LLC and started working on business brokering publically.The Goal of No Coast Business Advisors is to help the business owners of our territory to succeed weather that means selling a business, finding them an investor/business partner, or helping them license their businesss or products we want our clients to succeed. Which is why we also include recommendations for accounting, legal services, and financial advisors at our first meetings with our clients the people we recommend have our trust that they are out for our clients best interests and have the knowledge base to help our clients succeed even after they stop being our clientsWe are specifically trained in the confidential sale of existing businesses to qualified buyers. Our first priority is confidentiality using non-disclosure agreements and we protect confidentiality before - during - even after the sale.

NOW CFO photos

NOW CFO, Fort Worth

Fort Worth / Texas / United States

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NOW CFO is a “roll-up our sleeves” full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth.

Broad Insights photos

Broad Insights, Greenville

Greenville / South Carolina / United States

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BETTER ANALYSIS. BROADER PERSPECTIVE.The premier coaching organization that provides experienced, empathic, prioritized and actionable advice and support to our clients across the entire spectrum of their organizational opportunities and challenges.

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