Financial Services
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Brennan & Company CPA, PC
Sean Brennan 215.951.5585 www.brennantax.com Brennan & Associates are a full service CPS firm that takes great pride in its history and a long string of satisfied customers. The firm offers tax and accounting services to small and medium businesses.Since 1996.Brennan & Associates has been the name that engenders trust. The firm has been known for its consultancy role in which it provides strategic financial advice to small and medium enterprises.Regular clients of the firm praise the accuracy and efficacy of the services provided by Brennan & Associates. Being a small firm themselves, they are well aware of the issues that many SME face. This puts them in the best position to consult and serve these businesses. Edward Jones
Bette Schutte-Box, CFP 804.288.5200 betty.schutte@edwardjones.com www.edwardjones.com Making Sense of Investing and Working Together for Your Financial Future |
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New York Life Insurance Company
Kelly Decker, Ph.D., LUTCF 804.935.5378/804.221.9717 www.kellydecker.com Call the Doctor if you are in need of a financial check-up. |
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Quinoa Financial Consulting, LLC
Brenda A. Morris 804.441.1839 brendaveggie@firstaffirmative.com www.brendaveggie.com Investing for a Sustainable Future |
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Select Financial Partners, LLC
Anne Dunnburg 804.269.5346 anne@selectfinancialpartners.com I offer financial planning with a specialty in retirement. Investments offered through Allied Beacon Partners at the Boulders, Richmond, VA. ABP caters to the diversity of its clients by offering a full range of financial services and provides wealth management solutions using comprehensive investment products available in the industry today. |
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THE PATH Financial Strategies LLC
Angelia Z. Shay 804.935.5318 www.THEPATHFinancial.com We have a 98 percent referral rate for the last 10 years. We have been helping people get their money in line with their deepest held values for over 22 years! Call us for a life long relationship! |
