Piershale Financial Group

Piershale Financial is dedicated to providing their clients with peace of mind through comprehensive financial planning and low risk tactical portfolio management solutions. Piershale Financial focuses on helping retirees and soon-to-be-retirees build sound financial strategies that provide them with the income and security they need in retirement. At Piershale Financial you'll work with a team of industry experts who will help you build a sound financial strategy that includes: #1) Low Risk Tactical Portfolio management using our "Advance & Protect"​ portfolio management system which is designed to reduce risk when the market is falling by exiting the markets and re-invest when the markets are rising, helping you capture market gains while mitigating losses. #2) Retirement Income Planning #3) Advanced Tax Planning & Minimization Strategies #4) Contingency Planning #5) Estate Planning Life is more than a balance statement, learn more about the Piershale approach to financial planning and why we've been listed by Barrons Magazine as one of the top financial advisory firms in America. To Learn More Go To: www.PiershaleFinancial.com Piershale Financial Group and Charles Schwab & Company, Inc. are not affiliated companies and our advisory personnel are not affiliated with Charles Schwab & Company, Inc. However, we participate in the Charles Schwab Advisor Services platform. Charles Schwab serves as the independent broker/dealer and independent qualified custodian for individual client accounts managed by Piershale Financial Group.

HMS Capital Management, LLC

HMS Capital Management, LLC is a Registered Investment Advisor located in Nashville, TN. The Founding Partners set out to create a firm that challenges conventional thinking. A firm which is built on the foundation of engaged ownership. A firm which is nimble, flexible, and focused on making our client's money. We view ourselves as your financial advocate and we have a vested interest in your financial success. There are times when the market pays you to take risk and there are times when it is foolish to take risk. It is our job to help you know the difference. Let us help you build a wealth plan that can thrive in good and bad times.

Cutter Financial Group, LLC

Cutter Financial Group, LLC (CFG) was founded in 2006 by Jeffrey Cutter, CPA/PFS. As a SEC Registered Investment Advisor, all of CFG's investment advisor representatives are required to work from the fiduciary standard of care. This standard means that we must always put our client's interest first, no matter what. This is not the brokerage industry standard where brokers can operate from a much less restrictive standard of care called suitability. Cutter Financial Group's philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals. We believe that if you manage the downside, the upside takes care of itself. CFG is a family run company with offices in Falmouth, Mansfield, and Duxbury. We work with pre-retired and retired investors who want to learn how to manage downside risk and to take control of their financial future. For years, the average retail investor could only use the traditional buy and hold investment strategy. Unfortunately, for so many…The Rules Have Changed! See how CFG can help YOU! Cutter Financial Group LLC ("Cutter Financial") is a registered investment advisor. Articles and content is intended to provide general information. It is not intended to offer or deliver tax or investment advice in any way. Information regarding investment services has been provided solely to gain a better understanding of the subject or the article. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Market data, information about tax rules and other cited or linked-to content on in this article is based on generally-available information and is believed to be reliable. Cutter Financial does not guarantee the performance of any investment or the accuracy of the information contained in this article. Cutter Financial will provide all prospective clients with a copy of Cutter Financial's Form ADV2A and applicable Form ADV 2Bs. Please contact Us to request a free copy via .pdf or hardcopy. This content cannot be used without the express written consent of Cutter Financial Group, LLC.

Acuff Financial Services

Acuff Financial Services is a comprehensive financial services firm committed to helping you pursue long-term financial success. With expertise in tax, accounting, and wealth management we offer customized programs that are designed to seek growth, and potentially conserve your wealth by delivering an unprecedented level of personalized service.

Academic Federal Credit Union

Academic Federal Credit Union is a not-for-profit financial institution aiming to provide a wide range of services to the members of our educational institutions. Located in Briarcliff Manor, NY, Academic FCU serves anyone employed in the field of education within Bronx, Brooklyn, Manhattan, Queens, Staten Island, Westchester County, and Rockland County. Here at Academic FCU, our members are our shareholders! This means all of the money collected as interest on loans or fees are grouped together and given back to you (the shareholder) in the form of higher dividend returns on savings accounts and lower interest rates on loans products. Looking to get started? Visit academicfcu.org/membership today! Connect with us, we would love to hear from you! facebook.com/AcademicFCU twitter.com/AcademicFCU instagram.com/academicfcu tiktok.com/@academicfcu