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Past performance is no guarantee of future return. Investment return and principal value of a portfolio of mutual funds will fluctuate so that an investor's portfolio on redemption may be worth more or less than the original cost. Illustrated portfolios represent normal weightings. The combination …
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Welcome Sullivan & Associates was created to help individuals and businesses achieve financial stability, growth and independence. We work to help clients achieve these goals through sound financial management and a commitment to continued improvement.
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You are visiting the site of Carnick & Company, LLC, a fee-only financial advisory firm. Carnick & Company, LLC is registered with the Securities and Exchange Commission (SEC) in Washington, DC, as an investment advisory firm (File # 801-72828) and Craig Evans Carnick, CFP, is the president of this…
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Reporting: You need knowledge, not just information. An important part of our job is to keep you informed and in control. That’s why we provide you with clear, ongoing communications. You will receive: a.
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Specializing in financial and tax planning, risk and portfolio management.
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No. We work with a wide array of vendors to provide service to our properties. Our focus is upon obtaing the 'Best Value' in goods and services for our clients. We actively review the pricing structures of several contractors, vendors, and service providers on a regualr basis. Thank you for bringi…
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Focused Financial Review All of our client relationships begin with a Focused Financial Review. Through this process we provide our clients with an overview of their financial situation and answers to some of their most pressing questions. They receive a sample of the services we offer without comm…
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Founded in 1992, as a Family Office, The Corundum Group was initially established to serve the financial needs of just one family. Its original goal was to provide superior returns by consolidating the family’s investment, tax, and estate planning needs. It wasn’t long until the company found that …
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Pennica Financial Group Inc
(719) 572-04472975 Broadmoor Valley Rd STE 201, 80906-4466 Colorado SpringsPennica Financial Group is an independent financial services company in Colorado Springs that serves Colorado and many other states. For over 16 years, we have served the needs of clients that truly want to work with an independent financial professional – a professional that has the client’s inter…