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Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
FIP, LLC is a Pension Cash Advance Originator that specializes in analyzing, acquiring and managing a broad range of assets and is the industry leader and innovator in buying and selling secondary market pension cash flows, often referred to as Structured Cash Flows. The company has a global footprint of over 200 employees, including executive management with experience in the mortgage and financial industries. FIP offers buyers a unique model of risk mitigation which includes a proprietary underwriting process, diversification within each purchase, short- and long-term reserves and seasoned collections capabilities.
OBA Midwest is a Darien, IL-based company in the Financial Services sector.
Tyndall Credit Union is a Panama City, FL-based company in the Financial Services sector.
LongVue Advisors LLC is a Boston, MA-based company in the Financial Services sector.