Sinclair Financial Solutions Competitors

Meet the team at Whiteford Wealth Management, Inc. Each team member is focused on meeting your needs whether they be your childs college savings or your retirement portfolio. Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax & Financial Services, Ltd., located in South Haven, Michigan. Kevin started his career by receiving his B.S. in accounting from Northern Illinois University in 1986, and passed the C.P.A. exam in May of that same year. Upon completion of his undergraduate degree in accounting, Kevin audited companies for over two years, and spent another three years in taxation with a few of the largest accounting firms in the world. In the fall of 1991, Kevin spent time in with a manufacturing company where he was fully in charge of the tax department which did business in 50 states and 33 countries. During his time in the industry, Kevin went on to further his education at DePaul University to obtain his M.S.T. (Master of Science in Taxation), graduating in December 1994. After, Kevin went back into public accounting to take on a position with another large public accounting firm in Chicago, IL, to run and operate the firms state & local tax department. In November, 1997, Kevin decided to start his own public accounting firm, servicing taxpayers and specializing in small businesses and their owners. In addition, during the years from June, 1997, through December, 2001, Kevin taught two courses in the M.S.T. program at DePaul University in Chicago, IL. These courses were State & Local Income Tax and Federal Tax Research. In 1999, Kevin decided that he wanted to broaden his firm so that he could meet the demands and needs of his clients. He went through the licensing process and earned his Series 7 and Series 66 and formed a company specializing in investments and financial planning. He then went through the licensing process to receive his series 24 license in December 2009. Kevin now provides the services needed to meet the needs of his clients ...

At Lindblad Financial Group, it is our mission to make simple, engage our clients and educate professionals, on Retirement, Investment and Estate Planning, to enable them to make wise decisions that will positively impact their present and future lives, and to best position each client with the opportunity to meet their financial goals. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 10225 West Thunderbird Blvd. Suite B Sun City, AZ 85351 623-583-5940 I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. Neither Lindblad Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lindblad Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

River Hills Wealth Management is a company that operates in the Financial Services industry. It employs 1-5 people and has $1M-$5M of revenue. The company is headquartered in Richmond, Virginia.