Advisor Directory

Matt Wegner

Sheboygan, Wisconsin

Personal Finance

1-1 coaching in financial & biz matters from someone who's not trying to sell you something. Become debt free the right way and save for the future.
Bonnie Clark

Temecula, California

Financial Planning

Bonnie Clark is Temecula’s “infinite banking specialist” and can show you how to …
•build tax free wealth
•make your money a boomerang
Lisa Udy

Providence, Utah

Real Estate

Lisa Udy is principal broker of Platinum Real Estate Group, a full service Logan UT real estate brokerage which helps both buyers and sellers.
1TaxFinancial: Your money, your values, your sanity!

Professional Service with a Personal Touch
Bruce McFarland

Grandview, Missouri

Tax Planning

Established with the tax payer in mind. Individuals and Business owners, We prepare your tax return, provide payroll service and lite bookkeeping.
Jim Kaz

San Francisco, California


Paperless Insurance in San Francisco, CA, offers convenient and affordable liability and commercial insurance quotes from a multitude of carriers.

Springboro, Pennsylvania


Affordable Pennsylvania health insurance plans from the top carriers. Instantly view, compare and apply for the lowest rates in Pennsylvania.
Richard Ogg

Santa Rosa, California

Tax Planning

Our primary service is tax return preparation for individuals, trusts, small businesses, partnerships, small corporations & tax-exempt organizations.
Barbara G

Tustin, California

Commercial Lending

Our business officers can help you understand what to do to create a financing program that fits with your company's budget and needs.
Jim Peters

Irvine, California

Financial Planning

Centaurus Financial is a certified financial planner helping individuals set and achieves their long-term financial goals