BOX FINANCIAL ADVISORS INC
Tax-Mitigation Strategies, Investment Management, Stocks and Mutual Funds, Financial and Retirement Planning, Insurance and Annuity Products, Asset Protection, Estate Planning & Preservation
Box Financial Advisors Inc is founded by Phil Box in 1989, recognized that affording customers with a clear and understandable financial plan. Their philosophy worked, and 29 years later, Box Financial Advisors consists of four financial advisors and seven support staff providing financial planning, and investment guidance for more than 750 households, and more than $443 million in assets under advisement. Their advisors help families make decisions by explaining how each area of the family’s financial world communicates with each other. They care about their clients on a level beyond finances. The firm has helped over a thousand families across thirty-eight different states.
TBR® Inspection Report
WHITE OAKS WEALTH ADVISORS, INC.
Business and Succession, Retirement and Estate Planning, Risk, Lifestyle, Portfolio and Investment Management, Wealth Preservation, Management and Transfer, Stock-Based Compensation Plans, Bank Financing, Insurance Analysis and Oversight, Complex Interactions of Tax, Philanthropy, Family Office & Trust Services
White Oaks Wealth Advisors, Inc. is one of the largest woman-owned registered investment advisory firms in Minnesota and Florida. Their family has over a hundred years of combined team experience. Sharon Bloodworth is the CEO, is a trailblazer in the financial industry. She has a seasoned investment background and has built an outstanding team of professionals with gold-standard credentials. White Oaks Wealth Advisors, Inc is a member of the national association of personal financial advisors. They specialize in integrated planning and cost analysis. The firm models an investment process that provides their qualified clients, with over $2,000,000 in investable assets. The firm also serves in Longboat Key.
TBR® Inspection Report
VECTOR WEALTH MANAGEMENT
Wealth and Portfolio Management, Financial Guidance, Tax, Pre-Retirement, Retirement Income and Financial Planning, Social Security, Asset & Investment Management
Vector Wealth Management is a comprehensive financial advisory firm, located in Minneapolis, that is focused on meeting their clients’ financial objectives. Their founder and managing partner Tom Fee started Vector to provide clients with a conflict-free, client-centered approach to their clients. VWM is passionate about helping clients to succeed amidst complex financial situations. The company offers a collaborative team approach with strong client relationships as a centerpiece. Vector Wealth Management is Minneapolis based financial advisors served over nine-hundred clients. They have over $1 billion in managed client assets.
Price: Starts from $10