Top Financial Planning Firms

List of top best financial planning firms/companies:

Ledford Financial in Orlando, Florida - It is a leading comprehensive financial and investment services firm that works predominantly with high-net-worth individuals, as well as for-profit and not-for-profit companies. In 2008, Ledford Financial was honored by Orlando Magazine as one of the Top Financial Planning Firms in Central Florida. Orlando Magazine selected the top 20 firms based on its own internal criteria whcih included assets under management, length of time in business, and reputation in the community.

Prosperity Financial Group - It was named among the “Top Financial Planning Firms” by the East Bay Business Journal in 2008. The firm specializes in working with small business owners, busy professionals and retirees who want to reduce their taxes, invest for their futures and leave lasting legacies.

Choice Asset Management, Inc. - It was founded in Austin (Texas) in 1984, offering a wide range of investments and products that meets each client’s individual needs. Two companies in the CHOICE Asset Management family were recognized in “The List” section of the March13-19, 2009 issue of the Austin Business Journal. Choice Investments, Inc. is ranked 4th under Top Wealth Management Firms, while Choice Advisory Group, Inc. is ranked 3rd on the list of Financial Planning Firms.

LBA Wealth Management - It is a wealth management and financial planning firm based in Jacksonville (Florida), offering financial strategies backed by education, knowledge and experience that are supported by industry renowned research. And, it has been recognized as one of Northeast Florida’s top financial planning firms by 904 Magazine.

* Next: Top Wealth Management Firms
0 comments: