Longview Financial Advisors, Inc.

Longview Financial Advisors, Inc.

  • 2430 L and N Dr SW
  • Huntsville, Alabama
  • 35801-5326
  • Phone: (256) 534-1196
  • Fax: (256) 539-3529
  • Website

Description

William B. Kelly (Bill), CFP® is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey.

Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management.

Rick Epple, CFP® has been working with business owners, dentists, doctors, and other professionals for many years. He helps them develop and implement a personalized plan to achieve financial independence. "My mission is to provide clients with peace of mind.I do this using a proprietary method I develop called The Smart Decision Process™.

We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years.

Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis.

Fact sheet

Company founded
1994

Products & services

business consultant financial advisor financial planning consultant investment advisory service planning consultant retirement planning service tax consultant

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