Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Credit Engineers is the real deal when it comes to credit repair. We CAN delete errors, misleading, and unverifiable negative information from your account.
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We served 15K+ tech employees in Silicon Valley for over the past decade. We help you with individual income tax preparation and planning. We enable you to take the most informed decisions around option exercises and share sales.
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We are looking for sharp people to join our team either working part-time or full-time. We are the Level Up Financial group and get to partner with some of the other biggest financial companies on the market. Think like what Amazon does for retail, we do for financial services. We get to work with some of the biggest names in the industry to help people make and save money.
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We are a fully independent fiduciary firm providing financial planning and investment management for individuals and small businesses.
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REAP Financial is a boutique investment advisory firm specializing in retirement income planning, fee-based portfolio management, estate & tax strategies, life insurance, long term care & annuities. Our mission is to partner with our clients for a successful retirement. We get to know our clients, learn their goals for retirement and create a plan that will help them reach their ultimate retirement dreams. The independence and experience offered by REAP Financial helps founder, Sandra Newman and her team find long-term solutions to safely grow assets while maintaining the priority of preservation. The goal is to leave clients with more money to enjoy their family, travel, take up new hobbies and simply live life to the fullest during retirement.
