Ryan Greiser, CFP®
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Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
