| Name | Title | Contact Details |
|---|
Each dream deserves a well-crafted plan. And, each client that chooses to work with us is unique in their financial goals. However, they all share one common thread: Wealth. Riches. Abundance. Resources. At Opes One Advisors, we help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime. We pride ourselves on a quality experience and professional care. In working with us, not only do you have access to great financial minds and revolutionary technology, but we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
1st and Main Investment Advisors is a Edwards, CO-based company in the Financial Services sector.
After working in financial services for several years, Michael Littledike recognized the need for a holistic retirement planning strategy driven by results rather than products – which are often limited by the few companies offering them. Michael established Capita Financial Network to deliver comprehensive wealth management solutions through a team of independent planners and an industry-leading network of Financial advisors, Social Security experts, Medicare experts, Real-estate professionals, Mortgage officers, Insurance agents, Accountants, Estate planners and Attorneys. Capita Financial Network provides retirees and those planning their future retirement with a range of financial planning services. Capita offers comprehensive retirement plans and client education through the accumulation and distribution phases of assets. Capita`s team of advisors focus on saving and allocating funds in order to assure retirees will have sufficient resources throughout all stages of retirement. The company analyzes Social Security benefits, 401(k) accounts, pensions, and other relevant retirement accounts. Believing that a proper strategy plays a key role in providing for a comfortable retirement, the Capita Financial Network advisors apply their knowledge of business and finance to help clients plan the accumulation and distribution of their assets, ensuring lifetime income while minimizing expenses and tax burdens. Capita is dedicated to delivering results-based solutions and industry-leading service to individuals who are currently in or approaching retirement.
Executive Financial Group is a Saint Louis, MO-based company in the Financial Services sector.
Brightpeak Financial is a Minneapolis, MN-based company in the Financial Services sector.