Stewart Group: Trusted Financial Advisors in New Zealand

Stewart Group: Trusted Financial Advisors in New Zealand

Stewart Group is a family-owned financial advisory firm in New Zealand, dedicated to providing personalized, fee-only financial advice. With over 38 years of experience, they focus on client-centered solutions tailored to individual goals. Their expertise spans wealth management, retirement planning, and ethical investments, ensuring clients receive unbiased guidance. Stewart Group’s commitment to sustainability and community engagement further enhances their reputation as trusted financial stewards.

Goldfarb Financial: Personalized Financial Advisory and Impact Investing

Goldfarb Financial: Personalized Financial Advisory and Impact Investing

Goldfarb Financial is a boutique financial advisory firm dedicated to personalized financial planning and impact investing. With a focus on sustainability and social responsibility, they provide tailored services in Buffalo, NY, and New Orleans, LA. Their unique approach emphasizes the importance of individual client stories and values-based strategies, ensuring that every financial decision contributes positively to society.

Northwest Capital Management: Your Path to Tailored Financial Freedom

Northwest Capital Management: Your Path to Tailored Financial Freedom

Northwest Capital Management (NWCM) is dedicated to guiding individuals and businesses toward financial freedom through personalized financial planning and investment strategies. With a focus on understanding each client’s unique circumstances, NWCM crafts actionable plans that evolve with life changes. Their comprehensive services include retirement planning, tax strategies, and estate management, ensuring clients achieve their vision of wealth. NWCM’s commitment to sustainability aligns with global goals, making financial security accessible to all.

Fingerlakes Wealth Management: Holistic Financial Guidance for Every Life Stage

Fingerlakes Wealth Management: Holistic Financial Guidance for Every Life Stage

Fingerlakes Wealth Management offers holistic financial guidance tailored to individual needs. Based in Ithaca, NY, they provide personalized services including financial planning, retirement strategies, and values-based investing. With over 40 years of experience, they help clients navigate life’s financial complexities while aligning investments with personal values. Their commitment to sustainability and community impact sets them apart in the wealth management industry.

Moneco Advisors: Personalized Financial Planning for Individuals and Businesses

Moneco Advisors: Personalized Financial Planning for Individuals and Businesses

Moneco Advisors has been dedicated to client-first financial planning since 1980. With over 40 years of experience, they provide personalized services for individuals, families, and small businesses. Their expertise includes retirement planning, generational wealth transfer, and support for fiduciary responsibilities. Moneco Advisors is committed to clear communication and community involvement, ensuring clients feel confident about their financial futures.

Ovation Finance: Personalized Financial Planning for a Fulfilling Future

Ovation Finance: Personalized Financial Planning for a Fulfilling Future

Ovation Finance offers over 20 years of expertise in personalized financial planning, helping clients achieve their life goals while ensuring financial wellbeing. With a focus on understanding individual needs, Ovation provides tailored advice for professionals, business owners, and those planning for retirement. Their ethical approach and commitment to client satisfaction set them apart in the financial services industry.

Satis Wealth Management: Tailored Financial Guidance for a Secure Future

Satis Wealth Management: Tailored Financial Guidance for a Secure Future

Satis Wealth Management is a Chartered financial planning firm based in London, dedicated to providing clients with personalized and ethical wealth management solutions. With a focus on fiduciary standards, they ensure that client interests come first, offering expertise in retirement planning, investment structuring, and more. Their commitment to sustainability and ethical practices makes them a trusted partner for those seeking financial peace of mind.

Social(k): A Sustainable Approach to Retirement Savings

Social(k): A Sustainable Approach to Retirement Savings

Social(k) offers a unique approach to retirement savings by aligning investments with Environmental, Social, and Governance (ESG) criteria. This enables individuals and institutions to invest responsibly while achieving financial goals. With comprehensive fiduciary services and a focus on transparency, Social(k) empowers investors to make informed choices that reflect their values. By choosing Social(k), you can ensure your retirement plan contributes positively to the planet and society.

PARSUMO: Expert Consulting and Asset Management for Occupational Pensions

PARSUMO: Expert Consulting and Asset Management for Occupational Pensions

PARSUMO is a Swiss consulting firm focused on occupational pension provision and investment solutions. They offer tailored strategies to enhance retirement benefits while optimizing costs for individuals and companies. With a commitment to sustainability and compliance, PARSUMO ensures clients navigate the complexities of Swiss pension policy effectively.

First Pacific: Comprehensive Financial Solutions for Lasting Impact

First Pacific: Comprehensive Financial Solutions for Lasting Impact

First Pacific provides comprehensive financial solutions that align with personal values, focusing on total wealth management for both immediate success and long-term impact. Their services include retirement planning, risk management, and socially responsible investing, ensuring clients can achieve their financial goals while making a positive difference in their communities.

Coldstream: Tailored Financial Services for Your Unique Needs

Coldstream: Tailored Financial Services for Your Unique Needs

Coldstream specializes in providing personalized financial services that simplify wealth management. With a commitment to understanding individual client needs, they create bespoke strategies that guide families towards their financial goals. Their employee-owned structure fosters trust and long-lasting relationships, ensuring every financial decision is made with care and transparency. From wealth management to retirement planning, Coldstream is dedicated to enhancing lives through tailored financial solutions.

Viridian Advisory: Tailored Financial Guidance for Every Life Stage

Viridian Advisory: Tailored Financial Guidance for Every Life Stage

Viridian Advisory offers personalized financial guidance tailored to individual life stages. With a focus on compassion and expertise, they help clients navigate retirement planning, investment strategies, and more. Their commitment to integrity and community engagement sets them apart in the investment advising industry.

Wattle: Family-Owned Financial Advice Focused on Retirement Planning

Wattle: Family-Owned Financial Advice Focused on Retirement Planning

Wattle is a family-owned financial advice practice led by Jamie and Drew, specializing in retirement planning. With a focus on ethical and unbiased advice, they aim to safeguard capital and ensure stable income for a fulfilling retirement. Their commitment to social and environmental standards is reflected in their B Corporation certification, making them a trusted partner for retirees seeking financial security.