financial planning

Elite Accounting and Advising (branded EA2) provides accounting services and financial planning to businesses of all sizes, including tax preparation, financial reporting, and business advisory. The firm emphasizes reliability, honesty, and accuracy, and offers free consultations and quotes on regular or one-time accounting services.

accounting servicesBusiness advisoryfinancial reportingTax preparation

Emerge New Unlimited LLC (ENU) is a Virginia-based consulting firm specializing in small business consulting, leadership and team development, and personal financial development. Founded by Dr. Karen T. White, who brings over 25 years of experience as an advisor and keynote speaker, ENU offers tailored strategies, workshops, and coaching to help businesses and individuals achieve sustainable growth.

access to capitalBusiness consultingkeynote speakingleadership trainingMarket Analysisperformance coachingrevenue optimizationstrategic-planningsuccession planningteam-building workshops

Empowering Transitions Life Coaching is a coaching business founded by Benjamin Hill III, a U.S. military veteran, and Hilari Hill, a Master Certified Transformational Life Coach. Based in Fort Worth, Texas, the company helps individuals, veterans, and their families navigate life transitions through life coaching, financial planning, career coaching, business consulting, and workshops.

Business consultingcareer coachinglife coachingworkshops

EmpowHer Planning is a financial planning and wealth management firm led by President Jennie Kim. It serves high-net-worth professionals, entrepreneurs, lawyers, founders, and immigrant medics, offering asset protection, income planning, estate planning, and retirement strategies. The firm is a DBE/SBE registered firm and a Women-Owned and Minority-Owned Business (WBE/MBE) per Nevada Unified Certification Program.

asset protectionestate planningincome planninginsurance planningretirement planningtax optimization

Envision Accounting Co is an accounting firm that helps entrepreneurs go from an idea to a successful business. It offers accounting services from A to Z including bookkeeping, tax (Income, Sales Tax, Payroll, and more), consulting, and financial planning, with a focus on teaching clients how to understand and use their numbers through personalized consulting and virtual support.

BookkeepingconsultingQuickBooks Online trainingTax preparationvirtual consulting

Eubanks Accounting & Advisory is a business accounting outsourcing firm that partners with small and mid-sized businesses for accounting, tax, and consulting. It provides outsourced and managed accounting and controller services, tax preparation and planning, audit representation, government contractor accounting and pricing, virtual CFO services, and financial planning. The firm serves clients across the nation from Reston, Virginia.

audit representationBookkeepingDCAA audit readinessGovernment contract accounting and pricinginternal controlsoutsourced accountingpayroll processingtax preparation and planningvirtual CFO services

Evergreen 360 is a Colorado Springs firm that brings together financial planning, mortgages, insurance, and real estate services under one roof. Its Evergreen 360 framework connects Income, Growth, Protection, and Legacy, and it takes a personalized, fiduciary approach to investment management. It serves clients in Colorado Springs, Teller County, Monument, Castle Rock, and the greater Denver metro area.

1031 exchange planninginsurance brokerageinvestment managementmortgage lendingReal estate services

Expand Bookkeeping is an accounting firm that provides tax preparation, bookkeeping, financial planning, audit and assurance, and consulting services to individuals and businesses. The firm emphasizes accuracy, transparency, and personalized support, and offers payroll processing and help classifying workers as employees or contractors.

audit and assuranceBookkeepingconsultingpayroll processingTax preparation

Extraco Banks is a locally-owned bank serving Central Texas communities including Belton, Bryan, College Station, Copperas Cove, Gatesville, Georgetown, Hamilton, Harker Heights, Killeen, Temple, and Waco. It offers personal and business checking and savings accounts, loans, credit cards, insurance, treasury management, and wealth and trust services, with 15 branches across Central Texas and digital banking through the Extraco eBank app.

bill paymerchant servicesmobile bankingmobile depositonline bankingtreasury managementtrust serviceswealth management

The Federal Benefits Advisory Group has for over 30 years helped federal employees reach the full potential of their retirement benefits through education, consultation, and financial planning. It offers classes and personalized reports to federal employees across all branches of government, aligning with OPM retirement financial literacy initiatives under 5 U.S.C. 8350.

consultationlife insurance analysisretirement educationsocial security planning

Federal Employee Benefits (FEB) is a government contractor that provides education and training on federal retirement benefits to federal agencies, unions, organizations, and individuals. Its advisors help civil service and military employees understand their benefits and financial options, offering guidance on retirement decisions, benefit options, and financial planning. FEB is not affiliated, endorsed, or sponsored by any government agency.

benefits education and trainingretirement guidance

Federal Retirement Services PLLC is a financial advisory firm that helps federal employees plan for retirement. Formed in 2020 and led by founder Dave Baker, the team provides benefits consultations and custom financial and retirement plans to optimize federal benefits, including TSP, FERS, FEGLI, and Social Security. The company is authorized as a federal contractor (CAGE code 9MS64, UEI VR5MMUCHBYQ9) and is a DoD vendor.

benefits consultationfederal benefits educationretirement planning

Federal Training Corporation, headquartered in Hunt Valley, Maryland, supports Federal agencies and departments and their employees across the country. The firm specializes in helping Federal Employees understand their benefits so they can make informed choices for retirement, and customizes its training programs to each client's needs. The team includes Certified Financial Planners, a Certified Public Accountant, and a Certified Retirement Planning Specialist, with over thirty years of experience.

benefits traininginsurance planningretirement planning

Hey I’m Laura!Most days you can find me at my office refining my speaking and workshop content, meeting with clients and creating financial plans. When I’m not at home, I’m traveling and speaking to fulfill my passion and purpose of helping as many people as possible get great with money. After over 10 years as an advisor I am so grateful that I still wake up every single day excited to do this work!My kids are 12 and 15 and my husband works, too, so like many of you, we are generally two steps behind! Sometimes we take a few steps forward. Sometimes we just drink more coffee + wine and power through.The thing that I am most passionate in life about, and I mean all-consuming, ignore my kids, ignore my dinner, ignore my husband consuming, is helping everyday people lose their sense of financial overwhelm and become confident managing their money. People often view me as a financial.

group coachingSpeakingworkshops

First Bank is a financial institution that has served customers for over 155 years, offering personal and business banking, mortgage, and wealth management services. Its offerings include personal checking and savings, CDs and IRAs, health savings accounts, personal loans, auto loans, debit and credit cards, business and ag lending, cash management, and digital banking tools such as card management, bill pay, and Deposit Connection Online.

Autobooks digital invoicing and payment acceptancebill payCard managementDeposit Connection Online remote check depositdigital bankingmortgage lendingwealth management and trust

First Federal Savings Bank. FDIC-Insured - Backed by the full faith and credit of the U.S. Government Personal Personal Accounts Personal Checking Personal Savings Health Savings IRAs & CDs Online Services Online & Mobile Banking Bill Payment Services Enroll in Zelle®Additional e Services Account Servicese Statements Secure Your Accounts Education Center Other Services Calculators & Tools Business Business Accounts Business Checking Business Loans Commercial Insurance Online Services Business Online Banking Secure Client Portal Enroll in Zelle® for Small Business Additional e Services Cash Management Services Merchant Card Services Merchant Deposit Capture Wire & ACH Manager®Lending Lending Products Business Loans Home Mortgages Automobile Loans Recreational/RV Loans Personal Loans Online Services Loan Valet®Find a Loan Officer Home Loan Consultation Make a Loan Payment Additional.

ACH transfersbill payconstruction lendinginsurancemerchant card servicesmerchant deposit capturemobile bankingmortgage lendingonline bankingwire transfersZelle payments

First Hawaiian Bank is described as the largest Hawaii bank, offering personal, private, and business banking services in Hawaii, Guam, and Saipan. Deposit products are offered by First Hawaiian Bank, Member FDIC. Its Wealth Management Group provides investment advice and financial products and services through First Hawaiian Bank, and First Hawaiian Advisors offers investment and insurance strategies in partnership with Raymond James.

investment managementmerchant services and payment processingonline and mobile bankingwealth management

First Hope Bank is a family-owned, community-operated bank in New Jersey, founded in 1911 and led by four generations of the Beatty family. It offers personal and business banking, lending, credit cards, wealth management, trusts and estate services, and financial planning, and operates from a historic building in Hope, NJ.

automated telephone bankingforeign currency exchangemobile bankingonline bankingsafe deposit boxestrusts and estate serviceswealth managementwire transfers

Fortis Lux Financial is a boutique financial services firm that helps individuals, families, and business owners make confident financial decisions through thoughtful planning and a dedicated financial professional. It offers a premium advisory experience centered on long-term relationships and a disciplined process.

estate and legacy planninginvestment advisoryretirement planningrisk managementwealth management

Frandsen Bank & Trust is a family-owned community bank chartered in 1901, offering a complete array of financial products across nearly 40 communities in Minnesota, North Dakota, South Dakota, and Wisconsin. It has more than $3.7 billion in total assets and is owned and operated by Frandsen Financial Company. The bank emphasizes local decision-making, relationship-focused banking, and community involvement.

community bankinginvestment advisorymortgage lendingSBA lendingwealth management

Frost is a Texas-based bank offering personal, small business, and commercial banking along with wealth management, investments, insurance, and trust services. It emphasizes 24/7 live human support, a highly rated mobile app, and community involvement across Texas. Frost has been recognized for consumer banking customer satisfaction and is listed among top-performing banks with more than $50 billion in assets.

24/7 live human supportmerchant servicesmortgage lendingonline bankingprivate bankingtreasury managementtrust services

Grit & Lavender is a Brighton, Michigan company founded by Natalie Miller in 2019. It provides financial planning, business consulting, and coaching services for small businesses, entrepreneurs, and individuals, including fractional CFO services, tax preparation, and divorce financial planning. It also operated a professional coworking space and meeting rooms, which closed its physical location at 211 N. First Street after five years.

business coachingBusiness consultingcoworking spacedivorce financial planningfractional CFO servicesmeeting roomsTax preparation

haynes & associates We help Real Estate Investors, and Restuarant & Bar owners strategically plan to be profitable. Sign Up Today! Jodie R. Haynes of Haynes and Associates, Tax and Notary Services, has decades of experience in real estate and mortgages. As a broker-owner in California, a mortgage loan officer, and Sr. DE Underwriter in Arizona, she has been passionate about assisting people and organizations with financial and real estate investments. In her role as a business owner. Within the real estate and hospitality industry. Jodie saw firsthand how difficult it can be for business owners to juggle multiple projects and how important it is to have someone else handling the details, so they can focus on what matters. Haynes & Associates, Tax and Notary Services is founded on that principle, helping individuals and businesses succeed by simplifying their financial process. About Us.

Bookkeepingbusiness formationcash flow managementmobile notarynotary servicespayroll processingremote online notarizationReviews, audits, and compilationssuccession planningTax planningTax preparationTax relief

Heartland Bank and Trust Company is a community bank with roots in central Illinois dating to 1920, when the Drakes began the community banking legacy. It has 86 branch locations throughout Illinois and in eastern Iowa and Missouri, and was ranked #1 on Forbes' 2026 America's Best Banks List. The bank offers personal and business banking, wealth management, and agricultural services.

business retirement plan servicescrop insurancedigital bankingfarmland appraisalsfarmland salesfarm managementfiduciary advisory servicesmerchant payment processingportfolio managementtreasury managementwealth management