Financial Advisors for Individual Tax Services
Featured Financial Advisors
Capital Area Planning Group
2 Client Reviews
"Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf"
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Financial Advisors
Chris Gure
15 Client Reviews
"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
Capital Area Planning Group
2 Client Reviews
"Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf"
Matt-Magee, CFP®
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
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