SOFINCOS Ltd Competitors

CRESCENT WEALTH MANAGEMENT, INC. is a financial services company based out of 3344 Peachtree Rd NE, Atlanta, Georgia, United States.

Synergy Financial Advisors is an independent Financial Planning and Investment Management firm located in Midvale, Utah. Synergy Financial Advisors was established in January of year 2000 to form an office of completely independent financial advisors that can offer unbiased financial advice and service. We are considered a fee-based Investment Advisory and Financial Planning firm and have no requirements to sell any proprietary products or services. Our clients have chosen and recommended us for our personalized approach to retirement planning and investment management. Today Synergy Financial Advisors consist of 4 advisors with their CFP® Certified Financial Planner designation, 3 full time registered financial advisors, and 3 client service specialists. The third party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences. Please see our website for additional information and disclosures.

We are an independent firm providing comprehensive, fee-only financial planning and investment advisory services for individuals, families, and small business owners. FFP is a Registered Investment Adviser licensed with the State of Florida Office of Financial Regulation and the State of Wisconsin Department of Financial Institutions " Division of Securities. Why choose Focused Financial Planning? We are a relationship oriented firm, not transaction oriented. We provide financial planning advice and counsel. We develop plans that are tailor made to each client's particular situation. We do not sell products; we manage client relationships. Therefore, no income is generated through commissions. In order to provide our clients with the most objective recommendations possible, we receive income from clients in the form of fees only. In all of our client engagements we use a disciplined approach to the financial planning process in order to (1) develop coordinated, comprehensive strategies, (2) recommend alternative courses of action, and (3) help clients implement a well designed plan to address their needs.