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Finance & Investment

Last Updated: 20/12/2024

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 18 Best Finance & Investment Companies

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List of the Best 18 Finance & Investment Companies

Filo Mortgage, LLC
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.

Market Watch

MarketWatch in New York City delivers real-time financial news and market analysis. Benefit from stock quotes, market coverage, and expert insights. Their platform delivers accurate data for smart investment decisions. MarketWatch has been a trusted source since 1997.

Entrepreneur

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.

Seeking Alpha

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

The Penny Hoarder

The Penny Hoarder is a Clearwater, Florida-based company that provides financial advice. They offer articles on earning, saving, and managing money, including budgeting and debt reduction. Founded in 2010, it's a leading personal finance resource. They cover credit cards and banking, making finance accessible.

Finance Me
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.

AABRS
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.

Council Tax Advisors CIC
Bradley House, Radcliffe Moor Road, Bradley Fold, Radcliffe, Bolton, UK

Council Tax Advisors CIC is a UK-based company. They help people with council tax issues and bailiff actions. The company has helped over 50,000 clients so far. They give information on council tax topics. These include liability, valuation, discounts, reductions, and billing. They also offer a service to help with council tax arrears.

Workers Compensation Shop

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.

CareConnect USA - Financial Assistance Helplines

CareConnect USA, located in Waxhaw, NC, provides financial assistance. They offer free consultations for debt relief, tax issues, and student loan repayment options. For over 20 years, CareConnect USA advisors have helped families, employees, and students with services such as:

  • Debt relief
  • Tax debt solutions
  • Student loan help
  • Bankruptcy advice
  • Support for utilities and childcare costs
mobileAxept
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.

Burial Insurance Pro

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.

Tickblaze - Algorithmic Trading Platform

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.

Forex Robot Reviews

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.

Blue Cross Blue Shield

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.

Financial Advisors Canton GA by Goodwin

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.

Idaho Select Insurance | Workers Comp | Boise

Idaho Select Insurance Brokers provides workers' compensation and business insurance quotes in Idaho. Operating for decades out of Meridian and Boise, they partner with top national insurance carriers. They offer competitive pricing to both small and large Idaho businesses. This includes policies like worker's compensation, general liability, commercial auto, and more. They protect Idaho companies and employees with affordable coverage.

Raise The Bridge
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.

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