Harvest Asset Group

Harvest Asset Group is an independent, Fee-Only financial planning and investment management advisory in Portland, Maine. We have successfully served and continue to work with nearly 100 local physicians, families and individuals since 2005. We are committed to a personalized and results oriented approach to help you reach your financial and life goals. We pledge a fiduciary standard of care to you. Unlike most financial advisors, our Fee-Only financial planning model ensures that your interests come first since we do not and cannot accept commissions from any investment or financial products we recommend or utilize on your behalf.

Trusted Financial Advisors

Certified Financial Planners (CFP)®, FEE FOR SERVICE ONLY, NO PRODUCT SALES! We serve clients whose investment and retire ment accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life. We usually run financial projections to help our client gain clarity of their financial abilities and limitations. We help people set realistic and achievable goals in areas such as retirement planning, college funding, medical expense planning, insurance and estate planning. Our service is similar to that of a medical General Practitioner: we diagnose your needs and may recommend highly qualified professionals such as an attorney, an accountant or an insurance agent to meet your specific needs. We are also a Registered Investment Advisor. This means we work with you to develop a portfolio of investment that will serve your needs for income, growth or both. We generally work with conservative client for whom wealth preservation is most important.

Greater Texas Wealth & Risk Management LLC

By maintaining high standards of integrity and professionalism, we endeavor to know and understand your financial situation and provide you with only the most current, high quality information, services, and products to help you reach your goals. Greater Texas Wealth & Risk Management LLC is a full-service insurance and financial firm committed to helping people protect their families and pursue their financial goals. Based in the Dallas-Fort Worth area, we operate with a "client first" philosophy, offering a wide range of insurance and financial products and services to individuals and business owners. We believe you will be better able to identify your goals, and make sound decisions to help reach them, by our providing sound financial information. Please call us at (817) 374-4780 if you have any questions about our firm or the range of insurance and financial products and services we provide. We realize that every client comes with needs and challenges as unique as they are. We are not captive to any one company, allowing us to focus solely on our clients' needs. Note: Securities offered through Worth Financial Group, Member FINRA/SIPC, 16660 Dallas Pkwy, Suite 2200, Dallas, TX 75248, 877-397-7011

Complete Tax Solutions, Inc

Complete Tax Solutions is a Bay Area tax planning and financial advisory firm built on high levels of personal attention and client service. Our personalized approach results in financial strategies tailored to clients' goals. We are ready to help with: - Developing financial strategies unique to each client - Managing highly complex tax scenarios - Meeting regulatory compliance - Business planning and operational support for entrepreneurs - Training on basic through advanced bookkeeping methods - Developing and implementing Internet-based record systems - Outsourcing and/oversight of financial controls and accounting - Providing objective counsel for personal financial matters - Developing and implementing financial quality control Mission and vision Our mission is to help small business people, individuals and families achieve their financial goals. We want to to be our clients' trusted partner, providing them with insight into their available opportunities.

SJG Private Wealth Management

Straight talk. Logical, proactive advice. Transparent costs. Immediate attention. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. SJG Private Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d This Five Star Wealth Manager Award was given on 2015,2018,2019,2020,2021,2022 remains valid for the year of 2022 and is administered by Crescendo Business Services, LLC (dba five Star Professional). Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award. AGE 5468847.1 (02/23) (exp. 02/27)