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Business Category
Long Business Description

Edward Jones is the largest Brokerage company in the US by number of Advisors. We are in the US and Canada. We work with serious long term investors in all aspects of Financial Planning

Business Phone Number
425-867-5187
Business Address
16141 Cleveland St, Redmond, Wa 98052
98052
Business Keywords
Complete Wealth Management, Insurance solutions, college planning, retirement planning,tax strategies, investment management
Country
United States
State
Washington
Peace & Grace Insurance Services
Business Category
Long Business Description

We specialize in Health Insurance including Medicare Advantage and Medicare Supplement Plans. We offer life, Dental, Vision, Tax Free Retirement Planning. We speak Arabic, English and Spanish. Serving all of the state of California.

Business Website Address
Business Phone Number
209-812-4026
Business Address
1210 3rd St. Atwater, CA 95301
95301
Business Keywords
Health Insurance, Life Insurance
Country
United States
The MoneyDrs, LLC and its Subsidiaries
Business Category
Short Business Description
Financial Planning (Including Wealth management And Retirement Planning) & Customized Insurance Planning through our non-captive relationships with majority of the biggest Life Insurance and Financial institutions globally.
Long Business Description

John Solyman CRPC®, FRC℠, NSSA® is our CEO & Founder, and our firm are proud to serve professionals and institutions nationwide. We are confident that we will deliver on our promises through a wealth of knowledge, a broad range financial planning strategies and resources.

Our Firm & Allies proudly provide a One-Stop-Shop for all your financial needs such as; Personal Financial Planning including, but not limited to, Life & Living Benefits Insurance, Retirement Planning, Investment & Capital Management. We also provide Business Planning Packages (Tax Services, Commercial/workers compensation insurance, Health Insurance & Business Lending).

Lets Plan Today For Your Financial Future Tomorrow.

Business Website Address
Business Phone Number
1(855) 584-3637
Business Address
4695 MacArthur Ct. 11th Floor,
Newport Beach, CA 92660
92660
Business Keywords
john solyman, TheMoneyDrs , Insurance, Retirement, Tax Planning , Business Lending, Financial Planning, Investment.
Country
United States
State
California
Stewardship Wealth Management Solutions
Business Category
Long Business Description

Our mission is to provide an experience where clients feel they have a financial proponent on their side to help them achieve their financial objectives. Our firm's founder, Boulos Michael, has been stewarding clients in their financial journey since September 2001. This experience provides him with a unique process for managing clients' nest eggs in some of the most turbulent times in recent history. The relationships he has built with valued clients provide him with a sense of purpose and drive.

Business Website Address
Business Phone Number
714.455.2955
Business Address
101 Main Street #220, Huntington Beach CA 92648
92648
Business Keywords
Investment Planning, Retirement Planning, Legacy Planning
Country
United States
State
California
Soliman Insurance & Financial Services
Business Category
Long Business Description

Soliman Insurance & Financial Services is a professional organization dedicated to providing the best insurance protection at the most reasonable price to as many people as possible. We have experience in multiple areas of the insurance industry including claims, product management, and sales management with some of the largest insurance companies in the industry. What this means to you is, we have the knowledge and expertise to ensure your most important assets are properly protected and covered. We have multiple locations and multiple staff members with various expertise in different areas which means we can provide a solution for almost any situation.

Business Phone Number
602-540-3673
Business Address
16841 N. 31st Ave, Ste 146, Phoenix, AZ 85053
16420 N. 92nd St., Ste 206, Scottsdale, AZ 85260
85053
Business Keywords
insurance, financial services, auto, home, umbrella, commercial insurance, business insurance, protection, assets, phoenix, scottsdale, maricopa county, arizona
Country
United States
State
Arizona
Loan Officer Retail Lending
Business Category
Long Business Description

I understand the complexities of today’s lending environment and will help you navigate through the mortgage process from preapproval all the way to the closing table and beyond. I look forward to helping you with all your mortgage needs. Whether you are first time home buyer, purchasing your dream home or investment property, refinancing an outstanding loan, or consolidating debt, the team of highly experienced team which I am a member, are here to help you take that first step toward a financial solution.

Business Phone Number
832-978-2667
Business Address
14502 Cypress Mill Place Blvd Site 200
77429
Country
United States
State
Texas
Rafail Insurance Agency
Business Category
Long Business Description

The Rafail Insurance Group is an award winning full service insurance agency & insurance brokerage that specializes in virtually all insurance products. We have been providing friendly, professional and affordable insurance to Texan’s since 2009. Our agency has been recognized for home, life and commercial insurance in Houston. Customer satisfaction is not a goal, but a standard that we take pride in sharing with you. Our response time and knowledge to underwrite your insurance properly is what separates us from the rest. Rafail Insurance Group represents many "A Rated" insurance carriers for coverage you can count on. Our agency is also a full service brokerage for particular commercial, life, health, disability and residential insurance risks.

Business Website Address
Business Phone Number
713-429-1790
Business Address
3311 Richmond Avenue Ste 350
Houston, TX 77098
77098
Business Keywords
Business Insurance, Homeowners Insurance, Automobile Insurance, Disability & Life Insurance
Country
United States
State
Texas
Business Name
Business Category
Long Business Description

I help self employed individuals, families, and businesses find phenomenal coverage at an affordable rate in a PPO network.

Business Website Address
Business Phone Number
8175218270
Business Address
669 Airport Freeway
Suite 203
Hurst tx
76053
Business Keywords
Health insurance, life insurance
Country
United States
NB Headshot
Business Category
Long Business Description

Nermine Bolos is an Investment Advisor Representative with Unified Wealth Management (UWM), and has experience in banking, accounting, and franchising. She is the recipient of the 2021 Women-n-Charge Grant, and graduate of the 2020 Southern Diocese Lead Program. Nermine is passionate about educating women and small business owners on how to achieve their financial independence. Nermine is a financial planner that strategizes how best to achieve her clients’ goals while specializing in investing and tax saving solutions. Working alongside in-house CPAs at UWM, her goal is to help her client’s money work harder, smarter and more tax efficiently. In her spare time, she loves cuddling with her three girls, volunteering at her church and watching The Tampa Bay Lightning bring home the Stanley Cup!!

Business Website Address
Business Phone Number
813-569-9740
Business Address
220 Pine Ave. N, Suite A, Oldsmar, FL
34677
Business Keywords
Financial Planning, Retirement, Education Planning, Tax Strategies, Estate Planning, Life Insurance, Disability, Long-Term Care, Traditional IRA, Roth IRA,
Country
United States
State
Florida
Streamline Financial Group, Inc.
Business Category
Long Business Description

Mortgages and Real Estate Services

Business Website Address
Business Phone Number
5613645626
Business Address
1240 S. Federal Highway
Boynton Beach, FL 33435
33435