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Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
Clarke Financial Group is a Irvine, CA-based company in the Financial Services sector.
Academy Mortgage Corporation is one of the leading providers in Financial Services. It is based in El Segundo, CA. To find more information about Academy Mortgage Corporation, please visit www.academymortgage.com
ClearView is a CPA and Management Consulting Firm that serves public, private and non-profit Clients of all sizes. Founded on the core principles of transparency and superior performance, we have leveraged our years of serving sophisticated Clients to quickly gain traction in the marketplace. Our leadership team is well recognized for creating an environment that attracts and retains the very best talent in our field – allowing us to quickly become the destination of choice for the most talented and devoted accounting professionals in the region. With our Big Four backgrounds, we have the technical ability to ensure our work meets the rigorous standards of all stakeholders. Our business savvy and wide-ranging experience enable us to provide recommendations that are not just “academic” in nature. Rather, they are practical and can be implemented with varying degrees of complexity, depending on the needs, resources, and culture of our Clients. Our services are flexible and scalable to meet the specific needs of our Clients, and we are committed to providing real solutions that offer practical and efficient improvements to our Clients` processes, procedures, and operations. The long tenure and deep experiences of our team members are the attributes that give you the assurance that you are partnering with a firm that will help you get to the right answer. However, it is our passion for helping our Clients meet their business challenges that separates us from our competition, and allows us to develop and sustain trusting, devoted relationships.
CashMax is a Dallas, TX-based company in the Financial Services sector.