Rockefeller Capital Management

As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we value the confidence our client's place in us. We're independent that means we're objective in helping you select the appropriate investments for your needs. With D.B. McKenna & Co., you're always assured that investment recommendations are based on careful evaluation of your individual financial goals.

Spivey Lemonik Swenor PC is a sophisticated and proactive accounting firm located in Manchester, Vermont. Our full-service accounting firm can handle all your personal and business needs, including tax preparation, business consulting, financial planning, and wealth management. Our individual services include retirement planning, estate planning, and pension plans. Call us today for more information.

Smart Capital Management, LLC is a trusted financial company located in Coxsackie, NY, with over 24 years of experience working with successful educators and their families. Led by President Stephen A. Simmons, the company offers personalized financial planning services, focusing on helping clients achieve their goals and improve the quality of their lives through their unique SMART Transition Experience. With a team of experts and a family-oriented approach, Smart Capital Management is dedicated to providing confidence and simple solutions to their clients. As an independent firm, Smart Capital Management offers a wide range of services, including retirement planning, investment management, insurance solutions, and estate planning. They strive to save their clients money and reduce taxes through strategies such as utilizing retirement accounts like 403B, 401K, or IRA. With a commitment to education, the company provides a wealth of resources, including articles, newsletters, calculators, and videos, to keep clients informed about financial issues and trends. Smart Capital Management is dedicated to helping families graduate to a better future.Generated from the website