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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.
First Mutual Holding Co. (FMHC) is a member-owned holding company dedicated to a singular mission: helping mutual banks serve the community and prosper. We reaffirm this belief every day by providing the support and resources that mutual banks need to thrive. FMHC provides a stable support structure designed to enhance their ability to serve customers while also enabling their growth as independent institutions. Affiliates share in the products, services, governance and infrastructure of the holding company. Affiliation not only helps our partner banks compete in today`s regulatory climate; it creates a sustainable path for future success while ensuring communities have a local bank.
Bruno is a Jackson, MS-based company in the Financial Services sector.
A and I Financial Services is a Englewood, CO-based company in the Financial Services sector.
Allegiant Partners Incorporated is a San Rafael, CA-based company in the Financial Services sector.