Lyons McCloskey, LLC Competitors

For more than a decade, the Advisors at Legacy Financial Associates have been successfully helping families, small business owners and high net worth individuals with their investment, retirement and estate planning needs. Achieving financial success, protecting your assets and passing them to your heirs is a complex and sometimes confusing challenge to even the most experienced investor. This process often requires a significant amount of time, knowledge and resources. What distinguishes our approach is its personal emphasis. From investing and insurance to retirement, college and estate planning, it's a complete package built around your goals, your time frame, your needs

Riverstone Advisors is an independent investment advisory and financial services firm created to provide traditional and alternative asset management services to wealthy individuals, families and select institutional investors. At Riverstone Advisors, we look into the future for our clients and provide clear, focused investment strategies based on rigorous analysis and visionary thinking. Year after year, we listen, we strategize, and most importantly, we deliver results on which you can rely.

Did you know that only 45 percent of American women feel confident managing their money? That’s why at Mosaic Wealth Strategies we’re passionate about helping women like you take control of your financial life. We are Leila Dudley, and Leila Schaefer, a mother and daughter team who created our firm to help women find peace of mind and relief from financial worry. As an independent financial planning and investment management firm, we help women, especially those in times of transition, take control of their financial lives in a way that feels intuitive to who they are. Because our story is your story, we believe true wealth is in living a more meaningful, less stressful life. Women face a unique set of financial issues, and often underestimate their abilities when it comes to financial decision making. That’s why we offer a different and much needed experience to help you assume control of your money with confidence — and then actually enjoy this new position in your lives. We help you find clarity in everything from your daily living expenses to larger goals like saving for retirement and developing a lasting income plan. Our comprehensive fee-based services are designed to advise and support you each step of the way, serving as your advocate as you move towards feeling financially confident! We feel blessed to work each day on behalf of our clients and to serve their best interests at all times. We approach everything we do with the utmost integrity, and strive to give each client our maximum effort in an environment that is most comfortable to them. We take pride in developing long term relationships with our clients, sharing in the many highs and lows we all face, and ultimately becoming friends. Financial planning truly does change lives!