Fleet Wealth

Bernicke Wealth Management offers financial planning services. The company offers services such as investment management, wealth management, retirement planning, estate planning, and tax maximization strategies. It serves individual investors, businesses, foundations, and non-profits. It was founded in 1985 and is based in Altoona, Wisconsin.

Bridgeway Wealth Managers is a company focused on wealth management in the financial services industry. The company offers services such as personalized account planning, risk minimization, professional money management, and tax efficiency, all aimed at wealth creation, preservation, and transfer. They primarily cater to individual clients seeking to establish a solid foundation for their financial needs. It is based in New York, New York.

Floyd Financial Group is an independent financial advisory firm. It provides financial planning, retirement planning, investment management, asset management, estate planning, elder care planning, and more. It serves different types of clients, including new retirees, pre-retirees, new parents, small business owners, families with college-aged students, and veterans. It was founded in 2002 and is based in Springfield, Missouri.

kANU Asset Management is an investment advisory firm. Its services include tax minimization, retirement planning, wealth management, income planning, estate planning, investment management, impact planning, and many more. It provides its services to physicians, business advisory groups, institutions, investment managers, and more. It was founded in 2004 and is based in Cincinnati, Ohio.

Commonwealth Financial Group (CFG) provides financial services to individuals, families, business owners, and companies. It designs a financial blueprint to assist its clients in developing a strong sense of confidence. It collects and reviews tax, insurance, investment, legal, and bank documents. It offers comprehensive financial planning, investments, and insurance to individuals and their families, as well as assisting business owners in fully integrating their personal, business, tax, and estate planning. It was founded in 1857 and is based in Boston, Massachusetts.

Berkshire Investment Group is an independent, boutique wealth management firm. The firm specializes in financial planning, investment management, retirement planning, insurance planning, business financial planning, and more. It helps families and business owners pursue their financial goals. Berkshire Investment Group was founded in 1991 and is based in Wyomissing, Pennsylvania.