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Finance & Investment

Last Updated: 23/02/2025

Finance and investment companies help people make smart decisions with their money. Whether you're saving for retirement, planning for college, or growing your wealth, these professionals can guide your journey. Explore these financial firms to find expert help in reaching your money goals.

The 17 Best Finance & Investment Companies

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List of the Best 17 Finance & Investment Companies

Screenshot of the Filo Mortgage, LLC Website
555 E North Ln #6125, Conshohocken, PA 19428, USA

Filo Mortgage in Conshohocken, PA, offers super-low mortgage rates with no hidden fees. Their easy online process and great technology make getting a mortgage simple. Apply online and get approved quickly. Expert staff guide you through the entire process.

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Screenshot of the Market Watch Website

MarketWatch delivers real-time financial news and market analysis from New York City. Since 1997, investors have relied on their accurate stock quotes and market coverage. Their team of financial analysts provides expert insights for investment decisions. MarketWatch serves both individual and institutional investors with comprehensive market data and research tools.

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Screenshot of the Entrepreneur Website

Entrepreneur is a leading source for business insights in the United States. It provides resources for starting, running, and growing businesses. Entrepreneur delivers articles on business strategies, expert interviews, franchise opportunities, and educational content via Entrepreneur TV. It is an invaluable tool for entrepreneurs because of its real-world experience and expert analysis.

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Screenshot of the Seeking Alpha Website

Seeking Alpha is a leading investment site offering market analysis, stock research, and financial news. For investors seeking detailed insights and actionable investment ideas.

Screenshot of the The Penny Hoarder Website

The Penny Hoarder provides practical financial advice from Clearwater, Florida. Since 2010, they have helped readers earn, save, and manage money through accessible financial guidance. Their content covers:

  • Budget creation and management
  • Debt reduction strategies
  • Smart investment options
  • Banking and credit card tips

Recognized by Inc. 5000, they make personal finance engaging and approachable for everyday money management.

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Screenshot of the Finance Me Website
P.O Box 136, Narrabeen NSW 2101

Finance Me helps Australians secure residential and business property loans. They offer Prime, Near Prime, Bad Credit, Alt Doc, Expat, Medico, and SMSF loans. As an MFAA member, their expert team guides clients in finding the best financing solution. Their knowledgeable staff supports borrowers in identifying the most suitable loan option.

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Screenshot of the AABRS Website
Langley House, Park Road, London N2 8EY, UK

AABRS is a London-based firm helping small businesses and individuals facing financial challenges. Our team provides tailored solutions like liquidations, administrations, and debt advice. We also support accountants and solicitors with their clients. Facing financial issues? Contact AABRS for trusted, expert advice.

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Screenshot of the Council Tax Advisors CIC Website
Bradley House, Radcliffe Moor Road, Bradley Fold, Radcliffe, Bolton, UK

Council Tax Advisors is a UK service that has assisted over 50,000 people with council tax problems. They specialize in liability issues, property valuation, and bailiff action. Their services cover council tax discounts, disability reductions, and empty dwelling guidance.

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Screenshot of the Workers Compensation Shop Website

Workers' Comp Quotes offers insurance to protect employees if they get hurt at work. They help businesses understand rules and costs. Their Pay As You Go program helps companies manage money better. They work with many insurance providers to find good deals. Customers trust them for their excellent support and easy process to get cost-effective insurance.

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Screenshot of the mobileAxept Website
400 S 4th St Suite #401, Minneapolis, MN 55415, USA

MobileAxept offers text-based solutions for faith-based organizations and nonprofits. The Minneapolis company provides software that enhances donor engagement through text subscriptions. Clients like The Potter's House Church and Apostolic Faith Church praise their service. MobileAxept simplifies giving and communication, helping increase donations and strengthen community connections.

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Screenshot of the Burial Insurance Pro Website

Burial Insurance Pro, located in Omaha, Nebraska, provides affordable final expense insurance plans. The company helps find the best funeral cost coverage without requiring a medical exam. They partner with top-rated carriers to offer personalized solutions. Burial Insurance Pro is dedicated to delivering excellent customer service.

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Screenshot of the Tickblaze - Algorithmic Trading Platform Website

Tickblaze is a Houston trading platform founded in 2006. It helps quants and active traders with algo trading. The platform covers the full life cycle of quantitative trading. That includes strategy development, backtesting, optimization, and live trading.

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Screenshot of the Forex Robot Reviews Website

Algorithmic trading, the so-called, automated Forex trading, is a way to gather and coordinate the ideas and principles of one or more of the other manual Forex trading strategies into one computer application that runs on a trading platform like MT4 to give orders to it according to its programming conditions to buy or sell a certain amount of a currency pair at a specific time frame.

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Screenshot of the Blue Cross Blue Shield Website

Chris Antrim Insurance is an independent Boise agency. Founded over 20 years ago, they specialize in health, life and Medicare products. Their services help clients compare and find affordable coverage. Offerings include health plans, Medicare supplements, dental, disability, annuities and life insurance. The agency shops the market to get clients the best rates.

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Screenshot of the Financial Advisors Canton GA by Goodwin Website

Goodwin Investment Advisory helps families in Georgia and beyond plan for a confident and secure retirement. Their team of Certified Financial Planners creates personalized strategies to build dependable retirement income. Specializing in tax planning, investment management, and retirement income strategies, Goodwin offers comprehensive planning with regular reviews to adapt to life’s changes. As an experienced and client-focused advisory firm, they are dedicated to helping clients achieve their retirement dreams.

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Screenshot of the Idaho Select Insurance | Workers Comp | Boise Website
3023 E Copper Point Dr #203, Meridian, ID 83642, USA

Idaho Select Insurance sells workers' compensation coverage in Boise and throughout Idaho. They partner with major carriers including Liberty Mutual and Travelers. Their agents create custom policies for businesses of all sizes, serving contractors and self-employed professionals. The company focuses on protecting both employers and workers with appropriate coverage levels.

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Screenshot of the Raise The Bridge Website
39 Allerton Road, Woolton, Liverpool, Merseyside L25 7RE, United Kingdom

Raise the Bridge in Liverpool, UK, specializes in securing tailored commercial finance solutions. We offer expert brokerage services for property and business loans. These include commercial mortgages, development finance, bridging loans, and asset financing. We provide competitive funding options to meet your unique business or property investment needs.

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Frequently Asked Questions

What can a financial company do for me?

Financial companies offer many services to help you manage and grow your money. Think of them as your personal money coach who can guide you through important financial decisions. Their services typically include:

  • Money Management - Creating a plan to help you save, spend, and invest wisely based on your goals
  • Retirement Planning - Building a secure future through smart saving and investing strategies
  • Investment Help - Choosing the right mix of stocks, bonds, and other investments for your needs
  • Insurance Planning - Protecting your family and assets from unexpected events
  • Education Funding - Setting aside money for college or other educational goals

How much does it cost to work with a financial advisor?

Financial advisors offer different ways to pay for their help, much like how doctors or lawyers have different payment options. Here are the most common approaches:

Service Type Typical Cost Good For
Percentage of Savings 1% of money managed yearly Long-term guidance
Monthly Fee $100-300 per month Ongoing advice
One-time Meeting $200-500 Specific questions

Do I need a lot of money to get started with investing?

You can start building your financial future with any amount of money. Different services fit different budgets:

  • Online Investing Apps - Start with as little as $5 to learn about investing
  • Digital Advisors - Begin with $500 for computer-managed investing
  • Personal Advisor - Some work with you starting at $25,000
  • Full Service - Complete money management often starts at $100,000

How do I know if a financial advisor is trustworthy?

Finding a trustworthy advisor is like choosing a doctor - you want someone with the right qualifications and experience. Look for these important signs:

  • Professional Licenses - They should have proper state and federal permits to give advice
  • Clear Fees - They explain exactly how they get paid and what you'll be charged
  • Good References - They have positive reviews from other clients
  • Written Agreement - They provide clear documentation of their services and responsibilities

What's the difference between saving and investing?

Understanding this difference helps you make better choices with your money:

  • Saving - Keeping money safe in a bank account for short-term needs and emergencies
  • Investing - Growing money over time through stocks, bonds, or real estate for long-term goals
  • Emergency Fund - Having 3-6 months of expenses saved before major investing
  • Time Horizon - Using different strategies based on when you'll need the money