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GST Financial Services
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5 Years in Business
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Language:English
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more

FBS Group
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2 Years in Business
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Language:English
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:FBS Securities is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investments, plan for retirement, or protect your assets, their team of experts offers personalized strategies tailored to your unique financial goals. Backed by industry expertise and a client-first approach, FBS Group Financial Service is dedicated to helping you achieve long-term financial stability and success.Read more

VVS Financial Services
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Language:Telugu , Urdu +2 more
- 20306229
Serving ZIP Codes:99501, 99502, 99503, 99507, 99508
From the Business:This is Srinivas Bandam from VVS Financial Services. We provide Financial Solutions for Families based on the Needs, Suitability and Affordability. Our offerings include solutions on Protection Planning (includes Term and Permanent Life insurance) and Risk Free Retirement planning vehicles such as Annuities, Kids College Planning, Long Term Care, Medical Insurance, Minimize taxes and Estate Planning (Will and Trust) and our goal is to help families protecting their money from Market Volatility, Inflation, Rate of Return Risk. Our mission is to create Wealth for Families. We provide Free consultation Read more

Visam Financials
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Established Since 2019
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Language:Telugu , English
Serving ZIP Codes:99501, 99502, 99503, 99507, 99508
From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

Hiren Patel Wealth Management Advisor
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16 Years in Business
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Language:English , Hindi +1 more
Serving ZIP Codes:99501, 99502, 99503, 99507, 99508
From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

Retire Wisely Financial Services
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Established Since 2021
Serving ZIP Codes:99501, 99502, 99503, 99507, 99508
From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more

A2F Prosperity Hub
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10 Years in Business
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Language:Telugu , English +1 more
Serving ZIP Codes:99501, 99502, 99503, 99507, 99508
From the Business:A2F Prosperity Hub, founded by Arshath Shaik in the Atlanta Metro Area, is dedicated to helping the Bharatiya/Desi expat community build a strong and secure financial future. With over a decade of experience, Arshath offers guidance through personalized strategies focused on Estate Planning with Wills and Trusts, Lifetime Income Protection, Tax Optimization, Wealth Building, and Down Market Protection. For those seeking a career in finance, A2F also provides a path to becoming a Financial Industry Entrepreneur. At A2F Prosperity Hub, you're not just planning finances—you're building a lasting legacy.Read more

TulaVantage - Wealth And Healthcare Services
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Language:Telugu , English +1 more
Serving ZIP Codes:99501, 99502, 99503, 99507, 99508
From the Business:I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

Rajesh Ravikumar Licensed Financial Professional
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5 Years in Business
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Language:English
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:I am one of the most distinguished Financial & Taxation Service providers in Peachtree Corners, GA, specializing in Accountant Services, Finance & Accounting Training, Financial Advisory, Financial Forecasts, Financial Planning, Financial Statement Analysis, Investment Management, Long-Term Care Insurance, Tax Consulting, Tax Preparation, Insurance Protection, Retirement Income Strategies, and Business Strategies. Through World Financial Group’s trusted platform, I offer personalized financial solutions designed to help you achieve your goals with confidence. Whether you’re planning for retirement, managing investments, or protecting your assets, I provide professional guidance tailored to your unique needs. For those with an entrepreneurial spirit, our system and expert leadership can also help you build your own business while supporting others. My mission is to help individuals and families across North America achieve true financial independence.Read more

Surefinbiz Financial Services
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15 Years in Business
- NPN 19454748
Serving ZIP Codes:06810, 07078, 08820, 08830, 08863
From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more
Ratings & Reviews for Investment Management
Rahima has done a fantastic job in filing my tax returns. She has vast knowledge and experience. She is very friendly while I was filing tax returns and completed in 15 minutes. Usman sir, simply awesome. Happy to meet you today.
Everything You Need to Know About Investment Management

Navigating the New Digital Asset Reporting Landscape: What Indian-Americans Need to Know
In the ever-evolving world of finance and taxation, a new player has entered the field: regulations requiring custodial brokers to report digital asset transactions, including cryptocurrencies. For Indians living in the USA and Canada, this development brings both opportunities and challenges. Let's dive into what these changes mean for you and how they might affect your financial decisions in the digital asset space.

Strategies for Successful Investment Management
Investment management is selecting, monitoring, and adjusting a portfolio of assets to achieve specific financial goals. Investment management can be done by individuals, institutions, or professionals who charge a fee for their services. Regardless of who manages the investments, some common strategies can help achieve successful investment management. Here are some of them: Define your investment objectives and risk tolerance:

Corporate Stock Repurchase Excise Tax: What It Means for Indian Investors in North America
In the ever-evolving landscape of U.S. tax law, a new player has entered the field: the Corporate Stock Repurchase Excise Tax. This 1% excise tax on corporate stock buybacks has been introduced with the aim of curbing excessive repurchases and promoting more equitable financial practices. For the Indian community in the USA and Canada, many of whom are active investors or work in the corporate sector, understanding this new tax is crucial.
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- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
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- IRS Representation
- Incorporation Service
- Notary Services
- Retirement Planning
- Income Tax Filing
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