Asset Management in United States - ViewLocate

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Refinery Property Management, New York

New York / New York / United States

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Maintains property rentals by advertising and filling vacancies, negotiating and enforcing leases, and maintaining and securing premises. Perform a background check to verify identity, income, credit history, rental history. Collecting rent, application fees, and deposits and managing millions of dollars. Supervising contractors and managing staff such as administrative, concierge, and security personnel.

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Farmers Insurance - Daniel Alekna, Schaumburg

Schaumburg / Illinois / United States

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As your personal Farmers Insurance agent located in Schaumburg, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!

Online Trading Academy - Irvine photos

Online Trading Academy - Irvine

Irvine / California / United States

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Welcome to Online Trading Academy Irvine. This location is the very first financial education center for Online Trading Academy. Over the past 10 years we’ve helped thousands of everyday investors learn the skills necessary to trade with the ability and confidence of the pros.

Kahler Financial Group photos

Kahler Financial Group, Rapid City

Rapid City / South Dakota / United States

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At Kahler Financial Group, we are a leader in uniting the nuts and bolts of financial planning. Serving the Rapid City, South Dakota area for over 25 years, we help small business owners, individuals, retirees and everyone else manage their finances. We work closely with each client to help them reach their financial goals and secure their financial stability. Some of the services we can provide include: • Asset protection • Estate planning • Tax planning • Business consulting • Wealth investment management Kahler Financial Group is dedicated to your financial peace of mind; as your partner in your financial planning, we will go to great lengths to make sure you see the results you are looking for. Call today to find out more and to schedule your consultation.

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Stonebrook Wealth Management Inc., Lakeville

Lakeville / Minnesota / United States

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Stonebrooke Wealth Management Inc. In a field that is becoming cloudy, crowded and commoditized, it takes a committed effort to rise up and above the rest. Each of us at Stonebrooke Wealth Management Inc. are committed to you and to pursue your goals. We embrace the changing regulatory environment of our business. We can incorporate a host of socially responsible, even Biblically based investment options if so desired*. Our belief is keeping the “person” in the “personal” relationships of financial planning, continuous client education, fee transparency and customized financial recommendations.

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Matt Logan Inc., Greensboro

Greensboro / North Carolina / United States

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Our business is relationship focused. We are very selective about the clients that we choose to work with. We know that these are long term relationships and that engaging the wrong client is not what we are looking for. Our clients are actually our bosses and we have the luxury of only choosing the bosses we want to work for and spend time with. We are not under the pressure of a quota or any earnings requirements. We are also not swayed by the product offerings of a large firm or insurance carrier. We are allowed to shop the market for what is best for our clients. Our investment philosophy is to work on a long term, fee-based approach. Most of our clients are charged a small percentage of their account on an annual business and that is how we are paid. Our philosophy is to avoid any conflicts of interest that may arise from transaction, commission-based business models. We love what we do. While we take what we do very seriously, we do not tend to take ourselves very seriously. We have a lot of fun here with our coworkers and we have a lot of fun with our clients.

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Fortress Financial Strategies, Glendale

Glendale / Arizona / United States

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We specialize in Integrated Comprehensive Wealth Management. Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs. We provide specialty programs you wont find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses. While most of our clients are located in Arizona we do work with a select group of clients across the United States. Contact us today for a one hour no obligation review and find out how we can help you.

Callahan Financial photos

Callahan Financial, Cincinnati

Cincinnati / Ohio / United States

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For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future. Services We Provide That Support This Process: Financial Planning* for your specific needs Transition and Retirement Planning Asset Management* 401K, IRA, SEP, 403(b) and a variety of other accounts (start up, rollover and consolidation) Insurance and Risk Management College Education Planning and Solutions Senior Care / Parent Care Education and Strategies Trust Services**

Valecka Wealth Management photos

Valecka Wealth Management, Dallas

Dallas / Texas / United States

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Valecka Wealth Management adheres to the CFP and Financial Planning guidelines and uses an 8-step advisory process to help clients organize and simplify their financial life and pursue their goals. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Sorensen Wealth Management photos

Sorensen Wealth Management, Westlake Village

Westlake Village / California / United States

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At Sorensen Wealth Management, we instill high net worth businesses, individuals and families with confidence in investment consulting, wealth protection, wealth enhancement and charitable giving. Based in Westlake Village, California, our independent, customized solutions establish trusted relationships with clients across the United States.

Lang Asset Management photos

Lang Asset Management, Indialantic

Indialantic / Florida / United States

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Managing each client's portfolio individually, Lang Asset Management is dedicated to the highest level of service. Lang Asset Management is a Registered Investment Advisor (RIA) based in Atlanta since 1990.

Amenities

The Enclave at 1550 photos

The Enclave at 1550, San Antonio

San Antonio / Texas / United States

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San Antonio, TX Apartments Nestled in a quaint suburb only 15 minutes north of San Antonio, The Enclave at 1550 Apartments offers residents a balanced lifestyle where city meets serenity in the neighborhood of Outer North Central San Antonio. The Enclave at 1550 Apartments offers high-rise living within spacious one and two bedroom apartment homes that boast spectacular views of downtown San Antonio, nearby parks, and Riverwalk. Did we exceed your expectations? Please let us know if a Mission Rock team member brought this value to life by emailing more details regarding your superior customer service experience to [email protected]!

Ironwood Financial LLC photos

Ironwood Financial LLC, Tucson

Tucson / Arizona / United States

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Ironwood Financial is a Tucson, Arizona based fiduciary financial advisor & investment manager who strives to help people retire with confidence and create a plan for predictable retirement income.

Kenneth S Danker - Morgan Stanley photos

Kenneth S Danker - Morgan Stanley, Baltimore

Baltimore / Maryland / United States

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Legg Mason, headquartered in Baltimore, is a holding company that provides asset management, securities brokerage, investment banking and related financial services through its subsidiaries. It has more than 20 affiliates in nearly 10 states, as well as Canada and England. While the scope and reach of its business has broadened throughout the years, Legg Mason continues to adhere to the principles of individual service from research to financial planning. Raymond A. Mason has been the chief executive officer of Legg Mason for more than 44 years. He is the company s founder and has been with the financial company for over 44 years. Mason earned a BA from The College of William & Mary. The company trades on the New York Stock Exchange under the symbol LM.

Lang Asset Management photos

Lang Asset Management, Indialantic

Indialantic / Florida / United States

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Managing each client's portfolio individually, Lang Asset Management is dedicated to the highest level of service. Lang Asset Management is a Registered Investment Advisor (RIA) based in Atlanta since 1990.

Amenities

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Calder Investment Advisors, Grand Rapids

Grand Rapids / Michigan / United States

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We are a locally-owned Registered Investment Advisor (RIA) located in Grand Rapids, MI. Our mission is to provide customized financial advice that is unequaled in its quality and value. Because we strive to consistently think and act in the best interest of all our clients in every service we provide, we accept no commissions or fees that might influence our choices. We understand that we are only successful if our clients are successful. We provide a range of financial services including asset management, retirement plan management, and estate planning. We work with both individuals and institutions to achieve their financial goals by designing, monitoring, and managing portfolios carefully crafted using appropriate asset classes and investment styles. When you place your investments with Calder, we also make an investment in you. We understand that each client is unique, with distinct financial goals and aspirations. We tailor your portfolio to meet these goals, and we walk you through the process step by step.

Barrington Bank & Trust photos

Barrington Bank & Trust

Barrington / Illinois / United States

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Barrington Bank & Trust Company serves the banking needs of customers in Barrington, Ill. The bank offers a variety of banking services, including personal banking options, such as deposits, loans, bank cards, trusts and investments; business banking options, such as deposits, cash management, commercial lending, trusts, investments and bank cards; professional banking options, such as deposits, loans, trusts and investments; and nonprofit banking options, including deposits, loans, trusts and investments. The bank also offers online services. Barrington Bank & Trust Company is headquartered in Barrington, Ill., with automatic teller machine locations throughout the state of Illinois.

Northern Trust photos

Northern Trust, Newport Beach

Newport Beach / California / United States

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As a premier financial firm, Northern Trust specializes in goals driven wealth management backed by innovative technology and a strong fiduciary heritage. For more than 130 years we have remained true to the same key principles -- service, expertise and integrity.

Desert Harbor photos

Desert Harbor, Apache Junction

Apache Junction / Arizona / United States

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Desert Harbor, a Sun Communities property, is an active 55+ manufactured home community in Apache Junction, Arizona. Private 2, bedroom homes with amenities like a 3-hole practice green, indoor/outdoor pools, gym, shuffleboard, and billiards. Superstition Mountain views, about 30 miles to Phoenix.

Ambassador Advisors, LLC photos

Ambassador Advisors, LLC, Binghamton

Binghamton / New York / United States

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Financial advisor in Binghamton, NY.

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