Ameriprise Financial Inc

Timothy Plan, based in Maitland, FL, is a family of mutual funds and ETFs that specializes in Biblically Responsible Investing. With over twenty years of experience, they have been helping investors achieve their financial goals while adhering to their moral values. Timothy Plan's funds are filtered to ensure that no money is invested in companies that violate their pro-life, pro-family standards, making them a trusted choice for those seeking to align their investments with their Christian beliefs. As pioneers in Biblically Responsible Investing, Timothy Plan offers a range of investment options, including twelve mutual funds, four ETFs, and five asset classes. Their funds are managed by over forty individual money managers, providing investors with the ability to fully diversify their portfolios. With a commitment to Kingdom Impact Investing, Timothy Plan aims to make a positive difference by investing in companies that uphold biblical principles and do not engage in activities contrary to scripture.Generated from the website

Mercer Advisors, headquartered in Maitland, FL, is a national boutique fiduciary firm that provides comprehensive financial services to families, including wealth management, financial planning, tax strategies, and estate planning. With a unified in-house team of over 360 advisors and 100 investment professionals, the firm is dedicated to delivering personalized, intimate service while acting solely in the best interest of its clients. For nearly 40 years, Mercer Advisors has successfully amplified and simplified the financial lives of families, managing $77 billion in client assets and offering tailored solutions across various wealth stages and professions. Recognized as the #1 Registered Investment Advisor firm by Barron's in 2024, the firm combines sophisticated capabilities with a commitment to deep, long-lasting client relationships. Generated from the website

DiTocco Law group, PLLC can put you on the road for a better future.