Prepared monthly bank reconciliations. Processed accounts receivable and accounts payable. Received and reviewed invoices for payment. Processed invoices and prepared checks. Reconciled and posted revenues to the general ledger on a daily basis. Processed payroll. Prepared the annual budget.

https://mvschmidtcpa.com

Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide. Our firm operates independently, free from outside conflicts of interest, to provide our clients with unbiased advice designed to assist them in achieving their financial goals. We address issues including, but not limited to, investment management of assets, retirement planning, estate objectives and general review of income tax issues. We believe in personal relationships built on trust and integrity, open communication, understanding your circumstances and maintaining a long term perspective.

Midwest Capital Advisors was founded on a sole principle: Always do what is right for the client. There are too many advisors selling high-cost products and not acting in the best interests of their clients. We wanted to be different. So, in 2003, we did just that. We built a transparent, independent advisory firm where people would feel comfortable working with us. We are a fiduciary, which means our clients come first. No products. No commissions. We simply offer unbiased advice from a team of hard-working and honest professionals. MCA Disclosures: https://midwestcap.com/required-disclosures/

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

Family Capital Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easty-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, "Planning with Purpose", helps you pursue your financial independence. For additional information, call FCM at 616.774.4560 or visit the website at http://www.familycapitalmgt.com. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Family Capital Management, an SEC Registered Investment Advisor. Family Capital Management is independent of Osaic Wealth. Any opinions expressed in this forum are not the opinion or view of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Neither Osaic Wealth nor its Representatives provide tax, legal or accounting advice. Please consult your own tax. legal or accounting professional before making any decisions.

BeManaged is a leader in education, managed accounts and advice for 401k/403b investors. Our participant success services integrate with a company's existing retirement plan and investment options, while we work with participants to maximize their retirement outcomes.

I co-founded Clear Ridge Wealth Management in 2014 after spending 16 years as a wealth advisor within the financial services industry. At Clear Ridge, we provide comprehensive wealth management including both financial planning and investment management. We work with both families and institutions. Our portfolios are constructed based on the academic research of the long term market returns. Our family clients seek high quality planning advice, a coordinated investment plan that encompasses all of their financial assets, and regular reviews of their progress toward their goals. We are fee only, meaning we don't sell any products nor make any commissions on anything we recommend. We benefit when our clients benefit, putting us on the same side of the table with our services. At Clear Ridge, we're transparent, experienced and importantly, human. For our clients, we set a clear path forward.

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.

Thornapple River Capital actively creates and invests in early-stage companies in a wide array of industries.

Certified Financial Planner; Securities Broker, and Insurance Agent, Currently managing retirement income for 450 families.We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals.Jeff Heitzman offers products and services using the following business names: Heitzman & Associates, Inc. or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Heitzman & Associates, Inc. or Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

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