Financial Services: Advance & Retirement Planning, Investment Services,Wealth Management

Alt Financial Services,offering Individual Income Tax Preparation Services since 1975 and Financial Services since 1987.

Baker Tilly is a top 15* full-service accounting and advisory firm with specialized professionals who connect with you and your business through refreshing candor and clear industry insight.

Shaw Holden Financial Services is dedicated to providing customized client investment strategies and outstanding service and professionalism to its clients. We believe our independence and adherence to the highest standards of integrity is the fundamental key to our success. By building long-term relationships with our clients, we create a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as complex and intimidating. Simply put, our entire organization strives to help each client realize his or her maximum financial independence.

Daniel P. Dodd, CFP®, AIF®, Financial Consultant, Regional Director

Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm founded in 1890. Our philosophy on investing is grounded on a more than 125-year-old tradition of trust, understanding, and solid, studied advice. The company is a registered investment advisor with the U.S. Securities and Exchange Commission. Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol: “SF”).

Comprehensive financial planning for business and individuals.