Cameron Spivey CPA

MKL Personal Budgeting Service LLC is a trusted financial planning service located in Germantown, TN. With over 30 years of experience, Mark Loden, a dedicated budget counselor, helps families and individuals achieve financial freedom through personalized monthly bill-paying budget plans that are simple, easy to operate, and shame-free. By providing comprehensive budgeting solutions, MKL Personal Budgeting Service LLC ensures that bills are paid on time, debt is reduced, savings are accumulated, and past due bills are brought current, all while working towards short and long-term financial goals. Regardless of your current financial situation, MKL Personal Budgeting Service LLC offers a customized budget plan that empowers you to take control of your income and achieve financial stability.Generated from the website

Duncan Williams operates under provisions of the Securities and Exchange Act of 1934 and is a member of the National Association of Securities Dealers, the Municipal Securities Rulemaking Board and the Securities Investor Protection Corporation. The company is a regional investment-banking firm headquartered in Memphis, Tenn., with branch offices in Mississippi, Texas, Louisiana and North Carolina. Founded in 1969 as a municipal bond dealer, the company has expanded in sales, finance and underwriting of all fixed income securities to the general public and financial institutions. The firm has also recently upgraded its infrastructure and added experienced personnel while maintaining roots as a private, family owned business.

HistoryIn 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a full-service financial planning firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies. As an independent financial advisor registered with LPL Financial, Charlie is deeply committed to ethically guiding his clients through the maze of long-term investing and financial planning. Forty years of experience in accounting, tax compliance, and financial services have given him valuable insight into the challenges faced by higher net worth individuals and families.SpecialtiesWealth Strategies Group is a privately owned financial planning firm focused on helping discerning investors who value impartial advice, targeted strategies, and extraordinary access to today's vast market of financial products and services. From wealth building to retirement income, estate and legacy planning, we're confident we can help clients overcome the anxiety and challenges imposed by taxes, inflation, and even longevity. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM), a registered investment advisor. Advantage Investment Management (AIM) and Wealth Strategies Group, Inc. are separate entities from LPL Financial.