Calegari & Morris Competitors

At Bumgardner Morrison, we value quality, timeliness, growth, developing relationships with our clients and personal fulfillment. These values are the foundation for the experience we strive to create for our clients. We provide comprehensive CPA and wealth management services that go beyond your current situation. We will take the time to analyze every piece of your financial situation in order to help design your ideal financial future and the steps to get you there.

The CPAs at Creason-Edwards & Cimarolli (CEC) envisioned a reality where our clients receive competent assistance identifying wealth management needs and objectives that are then acted upon with tax-efficient solutions. Such a reality requires: ~ Solutions selected independently from the marketplace to meet the client's specific needs and objectives ~ Solutions implemented with full consideration of the tax implications in coordination with the client's overall tax management plan. ~ Advisors and solution providers who possess the technical competence and intellectual integrity to design and implement sound solutions. It is said the best way to assure the reality you desire is to create it yourself. That is where CEC comes in. We offer a suite of services and customized solutions that cover the entire spectrum of wealth management issues; including; ~ Fee-based asset management solutions ~ Individual retirement accounts (Traditional IRAs, IRA Rollovers & ROTH IRAs) ~ Employer- sponsored retirement accounts ~ Education plans including 529 college savings plans ~ Fixed income strategies ~ Retirement income strategies ~ Wealth transfer and estate planning ~ Business planning for business continuation and succession ~ Risk management (life, disability and long-term care insurance) Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org and www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

RW Wealth is a one-stop solutions provider for all of your wealth management and accounting needs. We provide personalized professional wealth management and financial planning services to individuals, businesses, trusts, nonprofits, and more. We work with businesses to establish company retirement plans to increase employee retention and optimize tax-saving strategies. In addition, we provide modern and economical accounting services including income tax services, tax planning, bookkeeping, and payroll. Our trained professionals are equipped to handle complex tax needs such as foreign income and bank reporting, asset dispositions, multiple state returns, and more. We combine our knowledge of investment management, financial planning, and income taxes to provide holistic wealth management services that take into consideration all aspects of your financial situation. RINGEISEN & WORRELL DBA RW Wealth is a state-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.