Top Contracting Financial Planning Companies

Discover Financial Planning companies serving the Contracting industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

259 Companies

Top Contracting Financial Planning Companies

Lifelong Wealth Management GroupProfile set up by Edverise AI
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LLWMG is the ideal financial planner for entrepreneurs, providing customized financial planning and investment strategies designed specifically for business owners. With our knowledgeable team, we offer thorough solutions to assist you in reaching your individual and business financial objectives. R
Highlights
$10,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Lake Oswego, Oregon, Us
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Lifelong Wealth Management Group specializes in personalized financial planning and investment strategies tailored for entrepreneurs, helping clients achieve their business and personal financial goals with expert guidance.”
Isler Wealth ManagementProfile set up by Edverise AI
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Isler Wealth Management is a financial planning and investment advisory firm that prioritizes its clients, dedicated to assisting individuals, families, and business owners in achieving sustainable financial success. With a fiduciary approach and a skilled team of advisors, we provide tailored strat
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
50-249
Employees
Eugene, Oregon, Us
Services Provided
50% Financial Planning
50% Wealth Management
AI Summary
“Isler Wealth Management offers personalized financial planning and investment advisory services focused on retirement, tax efficiency, and wealth preservation, guided by a fiduciary commitment and transparent communication.”
Neuman + AssociatesProfile set up by Edverise AI
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At Neuman + Associates, we view your financial well-being as encompassing more than just the amount in your checking account. We collaborate with you to align all facets of your financial situation. Our team is committed to providing you with top-notch assistance and implementation of:
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Los Angeles, California, Us
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Neuman + Associates collaborates closely with clients to holistically manage financial well-being, offering comprehensive, high-quality guidance and implementation across all aspects of personal financial situations.”
Unique Investment AdvisorsProfile set up by Edverise AI
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At Unique Investment Advisors, we hold the view that financial wellness is attainable for all. Our skilled team of experts is dedicated to excellence, working to enable individuals and businesses to reach their financial aspirations and ensure a better future.
Highlights
2-9
Employees
Phoenix, Arizona, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Financial Advisory & Consulting
AI Summary
“Unique Investment Advisors empowers individuals and businesses to achieve financial wellness through expert guidance and tailored strategies, fostering long-term financial goals and secure futures.”
Brace Financial ServicesProfile set up by Edverise AI
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Let's collaborate to safeguard your top priorities and assist you in ensuring a secure future.
Highlights
2-9
Employees
Burnaby, British Columbia, Ca
Services Provided
50% Financial Advisory & Consulting
50% Financial Planning
AI Summary
“Brace Financial Services partners with clients to protect priorities and secure their future, offering comprehensive solutions to manage risks and financial well-being professionally and reliably.”
Wharton Wealth PlanningProfile set up by Edverise AI
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Wharton Wealth Planning is a fee-only fiduciary financial planning firm located in Manhattan, catering to individuals and families across New York City. As a member of CFP and NAPFA, we offer unbiased advice free from conflicts of interest, and we do not earn commissions or sales from products. We f
Highlights
$10,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Tax Planning
AI Summary
“Wharton Wealth Planning is a fiduciary financial firm in Manhattan offering commission-free, comprehensive planning and investment management to high-income clients, emphasizing retirement, tax efficiency, and risk management.”
Brenda Lee Financial ServicesProfile set up by Edverise AI
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BrendaLee360 offers customized financial services that emphasize retirement planning, burial insurance, final expense insurance, and investment strategy. We assist individuals and families in safeguarding their futures, planning for retirement, and alleviating the financial strain of end-of-life cos
Highlights
2-9
Employees
Dacula, Georgia, Us
Services Provided
50% Financial Planning
30% Insurance Services
20% Wealth Management
AI Summary
“Brenda Lee Financial Services delivers tailored financial solutions including retirement planning, insurance, and investments, helping clients secure their futures and manage end-of-life expenses effectively.”
Ellis Insurance & Financial GroupProfile set up by Edverise AI
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At Ellis Insurance & Financial Group, our team assists clients in navigating the intricate process of financial planning, aiming to enhance their quality of life and provide peace of mind. We are committed to safeguarding and growing our clients’ assets through expert advice and guidance. To achieve
Highlights
2-9
Employees
Baton Rouge, Louisiana, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Insurance Services
AI Summary
“Ellis Insurance & Financial Group provides tailored financial planning and asset protection services with over 50 years’ expertise, serving clients primarily in Baton Rouge and licensed in 20 states.”
Grace Wealth Management Group, Inc.Profile set up by Edverise AI
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Grace Wealth Management Group Inc. is a premier financial planning firm in Orange County that provides a comprehensive range of financial services. Our goal at Grace Wealth Management Group Inc. is to thoroughly understand your financial circumstances and deliver only the best information and servic
Highlights
Costa Mesa, California, Us
Services Provided
50% Financial Planning
30% Financial Advisory & Consulting
20% Wealth Management
AI Summary
“Grace Wealth Management Group Inc., a certified financial planning firm in Orange County, delivers tailored strategies and comprehensive services to help clients achieve financial independence confidently.”
InvestPro AdvisorProfile set up by Edverise AI
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InvestPro enhances the financial health of your employees by connecting them with professionals and tools to aid in their financial decision-making. We make financial guidance both accessible and budget-friendly by merging AI technology with real experts. Our partnership with small and medium-sized
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Miami, Florida, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Financial Advisory & Consulting
AI Summary
“InvestPro Advisor delivers accessible, AI-enhanced financial wellness programs for employees of small and medium businesses, offering expert guidance across investments, retirement, taxes, debt, and family financial planning.”

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