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Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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
Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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
Surefinbiz Financial Services
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15 Years in Business
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Language:Telugu , English +1 more
- NPN 19454748
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
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
Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more
Nearby Neighborhoods:Ammersee, Abbott Loop, Airport Heights, Basher
From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more
Soujanya Vundavalli Financial Professional
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1 Year in Business
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Language:Telugu , English +1 more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to make informed decisions for a stable and prosperous future.Read more
Jain & Associates CPAs
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5 Years in Business
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Language:English , Hindi
- 26665
Nearby Neighborhoods:Adams Morgan, American University Park, Anacostia, Arboretum
From the Business:At Jain and Associates CPAs, we pride ourselves in being a CPA and Business Consulting firm with the heart of a large business and the energy of a rapidly evolving one. We specialize in providing Tax Compliance & Consulting, Accounting Services, Business Advisory Services, and Small Business Services. Our firm offers a wide range of services to our individual and business clients. Being an evolving firm, our clients benefit by getting personalized, quality service that is unparalleled. As a CPA and Business Consulting firm, we provide a host of services across the areas of accounting, taxation, business advisory and small business services. Our service expertise has been detailed below. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. Jain and Associates is led by Parshwa Jain, President and Owner. He is an experienced professional, with over thirty years of accounting experience across varied fields. He has an MBA from University of Northern Virginia and a CPA from Virginia. He is also a member of Institute of Management Accountants, New Jersey.Read more
Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
Nearby Neighborhoods:Braefield, Abbott Loop, Airport Heights, Basher
From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more
AlphaPlus Wealth Management LLC
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5 Years in Business
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Claimed
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Open 24hrs
- SEC:316620
Nearby Neighborhoods:Madison Condominium
From the Business:AlphaPlus Wealth Management LLC is a distinguished wealth management firm specializing in providing comprehensive financial solutions to individuals, families, and businesses seeking to grow, preserve, and protect their wealth. The firm is known for its personalized approach to wealth management, combining sophisticated financial strategies with a deep understanding of clients’ unique goals and circumstances. Key Features of Alpha Plus Wealth Management LLC:1. Tailored Wealth Solutions: AlphaPlus focuses on customizing financial strategies to align with the specific objectives of each client. Whether it’s retirement planning, tax optimization, estate planning, or investment management, the firm works closely with clients to design a roadmap that meets both short-term and long-term needs.2.Comprehensive Services:-Investment Management: AlphaPlus offers a broad range of investment strategies, including portfolio management, asset allocation, and alternative investments, aimed at maximizing returns while minimizing risk.-Financial Planning:The firm creates holistic financial plans that encompass budgeting, debt management, retirement planning, education savings, and more. Retirement and Estate Planning: AlphaPlus provides expert guidance on retirement account strategies, Social Security, estate tax planning, and wealth transfer to ensure that clients’ assets are efficiently passed on to future generations. Tax Strategy:Leveraging a deep understanding of tax laws, the firm helps clients implement strategies to minimize their tax liabilities and maximize their after-tax returns.3. Client-Centric Approach: AlphaPlus Wealth Management prides itself on building long-term relationships with its clients. The firm focuses on transparent communication, personalized service, and a commitment to understanding the evolving needs of its clients.4.Experienced Team: The firm’s team of financial advisors, wealth Read more
Stractical Financial Solutions LLC
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5 Years in Business
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Claimed
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By Appointment
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Language:English , Hindi
- Free Financial Needs Analysis for Individuals/couples
From the Business:I am one of the most distinguished Financial Planning consultants in Frisco, TX. I specialize in Financial Analysis and Planning, Investment Diversification strategies and Life Insurance needs. I also help parents with unique ways to save for their kids as well as their own college funds. We are a unique financial planning firm which concentrates on educating our customers on the financial planning concepts and help them uncover any gaps in their planning to be able to secure a reliable financial future. We also specialize in Retirement planning, Life Insurance and Protection with long term benefits, Will and Trust planning. We facilitate alternative investments like Real Estate (investments in Land) and Oil - Gas projects in the US.Read more
Ratings & Reviews for Investment Management
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5/5
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Based on 1 review
As a small business owner, it is reassuring to know that I can count on Jain & Associates CPAs and his knowledgeable and friendly staff to take care of me. Our tax returns are always submitted on time and our accounts are always in order. I don't have to worry about payroll, business loans or tax planning. I trust Parshwa and his staff to look after all of my financial needs
Everything You Need to Know About Investment Management
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:
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.
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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Jain & Associates CPAs
Financial & Taxation Services - Accountant Services +25 more
