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Smith Financial Place is a Claremont, CA-based company in the Financial Services sector.
Dougherty & Company is a Minneapolis based investment bank specializing in small cap and tax-exempt issuers. Founded in 1977, the firm has been built on the strength of long-term relationships and the ability to find innovative solutions for clients
The Junk Investment Group is a Cockeysville, MD-based company in the Financial Services sector.
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.