Financial Planner

Marrick Wealth
Address: 2211 Michelson Dr #545, Irvine, CA
Business Genre:
Short Business Description: We are a boutique wealth and investment advisory firm that helps entrepreneurs, executives, and professionals structure and align their personal and financial goals, with an emphasis on minimizing taxes and increasing investment success.
Long Business Description:

Marrick Wealth is a Registered Investment Advisor (RIA) in Irvine, CA that provides financial planning and investment management services in California. Our company was founded in 2012 by Marty McNamara and Patrick Chu, two certified and licensed,CPA and CFP, financial planners certified and licensed.

Business Website Address:
Business Phone Number: 949-258-9700
CPK Wealth Management LLC
Address: 12381 South Cleveland Ave, Suite 102, Fort Myers, FL
Business Genre:
Short Business Description: Risk Management in Fort Myers, FL
Long Business Description:

In recent years, the financial industry has been moving further away from the traditional large brokerage firms and closer to the Registered Investment Advisory world. With more focus being put on the fiduciary role of the advisor, large firms are being pushed to transform their business models to align with this new regulatory environment. However, Registered Investment Advisors have been held to these high standards from the beginning.
Our founder Chad Kunc, started his career with a large brokerage firm. After seeing first hand the disadvantages for both the clients and the advisors that came from being associated with such firms, he recognized the need to provide a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. In doing so, he created CPK Wealth Management, LLC. The firm was built to offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity in every aspect of the process.

Business Website Address:
Business Phone Number: 239-230-2177
Bone Fide Wealth, LLC
Address: 7 World Trade Center
Business Genre:
Short Business Description: Financial planner
Long Business Description:

Bone Fide Wealth, LLC is New York City’s premier wealth management firm for hard working Millennials, young professionals and entrepreneurs. We equip our clients with the tools they need to approach today’s reality and succeed. We are not glorified brokers interested only in your account balances and what products we can sell you. We are here to serve as your coach, counselor, consultant and confidant. With a bespoke financial plan and technology that affords you unparalleled access to our firm, you can have full control of your finances and spend more time chasing the great things in life. Let us educate, empower and #InvestInYou.

Business Website Address:
Business Phone Number: 212-390-1161
Business Tags:
Cindy’s Florida LLC Formations
Address: 695 Central Ave STE 15010
St. Petersburg, FL

Business Genre:
Long Business Description:

If you’re in need of a team of corporate service providers in and around Florida, look no further than us at Cindy’s Florida LLC Formations! As one of the most passionate, professional and dedicated local team, we are the only people you should put your faith in. Contact us for your quote today!

Business Website Address:
Business Phone Number: 727-300-0042
Ruedi Wealth Management – Plano, TX
Address: 5851 Legacy Circle 6th Floor, Plano, TX
Business Genre:
Short Business Description: A family of financial advisors that specializes in retirement planning
Long Business Description:

Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Plano, Texas that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!

Business Phone Number: 972-532-7833
Business Fax: 217-356-1403
Address: 4300 Legendary Drive, Suite 226, Destin, FL 32541, USA
Business Genre:
Short Business Description: Financial Planning & Investment Management.
Long Business Description:

We can help you take control of your financial life with the perfect mix of technology, trained expertise and a uniquely human touch.

Business Website Address:
Business Phone Number: 844-628-3185
Goldstone financial group
Address: One Lincoln Center, 18 West 140 Butterfield Road,
Oakbrook Terrace, IL

Business Genre:
Short Business Description: Financial Planner, financial Advisors
Long Business Description:

Are you looking for a financial advisor in the Oakbrook, IL area that can help to meet your long-term goals? Goldstone Financial Group has advisors on our team that diligently monitor your portfolio to minimize loss and increase profitability. Find out more at

Business Website Address: Website
Business Phone Number: (630) 620-9300