Finance » Financial Planning

21. True Alpha Wealth Management
    Phone: 419-830-7045 Address: 5004 Timber Commons Dr, Sandusky, OH 44870 Description: Located conveniently off Route 250 and only minutes from Lake Erie, our Sandusky office is uniquely positioned to support the people who call this area home?from Sandusky, Port Clinton, Huron, Vermilion and the wider lakeshore region. We work with retirees, small-business owners, and seasonal residents who want thoughtful guidance as they plan the next stage of life. If you?re looking for a local team that understands this community and what matters most to the people who live here, stop in and say hello.
    http://https://www.truealphawm.com/
    
    
22. Sidekick Money
    Sidekick is a UK-based digital wealth management platform designed to democratize financial tools traditionally reserved for the ultra-wealthy. Targeting "aspirational mass affluent" professionals, it offers high-yield savings, actively managed equity portfolios, and unique liquidity solutions like portfolio lines of credit. Sidekick empowers users to build long-term wealth through expert-led strategies, tax-efficient ISAs, and access to private market opportunities.
    http://https://www.sidekickmoney.com/
    
    
23. Water Street Financial
    540-450-8351 | 335 Westside Station Dr, Winchester, VA 22601 | Water Street Financial is a Winchester, VA based financial planning and wealth management firm serving individuals, families, and business owners across the Shenandoah Valley and Northern Virginia since 2016. We specialize in retirement planning, estate planning, and comprehensive goals-based wealth management.
    http://https://www.wsfwealth.com/
    
    
24. German Bookkeeping Knowledge Hub
    An educational online platform focused on simplifying bookkeeping and financial administration for the German market. It brings together practical explanations, structured articles, and clear step-by-step insights into everyday accounting tasks such as managing invoices, understanding tax processes, organizing financial data, and complying with reporting requirements. The content is designed to make complex financial topics accessible and easy to apply, especially for people running small businesses, freelancing, or just starting to learn accounting. With a strong focus on clarity and real-world usage, the platform serves as a reliable reference point for navigating the German financial and tax system.
    http://https://buchhaltungs-leitfaden.de
    
    
25. BSG Advisers
    At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 45 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals. Our fiduciary-based approach ensures that your best interests are always our top priority. From retirement planning to investment management, we empower you with the clarity, confidence, and tools to achieve lasting financial peace. Together, we build more than plans?we build trust for a lifetime. Address: 56 Hunter Street, #230 Apex, NC 27502 Phone Number: 919-267-4753
    http://https://www.bsgadvisers.com/
    
    
26. Pension Parameters Inc
    Address: 1246, 675 Line Road, 6 Matawan, NJ 07747 Phone: 732-583-1313 Description: At Pension Parameters, we help businesses and individuals create and find the most efficient and affordable retirement solutions now, which will sustain them later, when most needed. Pension Parameters has an unmatched track record delivering its clients confidently into successful retirement through personal service. With offices in New York City and New Jersey, Pension Parameters serves its clients throughout the country ? from individuals to companies with up to 500 employees.
    http://https://www.pensionparameters.com/
    
    

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