Investment ManagementPortfolio ManagementRetirement Income And Retirement PlanningSocial Security TimingTax PlanningEstate PlanningIRA And 401(k) PlanningRoth IRAAsset AllocationLegacy & Healthcare Planning
About Business
Brindle & Bay is an independent, retirement specific financial planning firm. Brindle & Bay specializes in income planning. They create a unique retirement plan for each client that can assist in maki...
Brindle & Bay is an independent, retirement specific financial planning firm. Brindle & Bay specializes in income planning. They create a unique retirement plan for each client that can assist in making properly informed decisions based on the cause and effect of financial decisions. They provide specialized portfolio management for the time right before transitioning into retirement. They address optimizing Social Security, generating income from investments, reducing risk, helping limit loss, and achieving added peace of mind for a retirement free from financial stress.
OpenMon - Thu 9:30 am - 4:30 pm
Fri 9:30 am - 3:30 pm
Sat & Sun Closed
Customer Review
We were so fortunate to have gone to the information session that was given by Nick from Brindle and Bay. It gave my husband and I some good information about retirement planning we hadn’t thought of. It was even more insightful when we booked an appointment with Tory to come into the office and help us with our personal questions. She was so knowledgeable and had given us some great advice so we decided they were going to be our financial advisors.
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. They can help you prepare for retirement with wealth management, tax planning, and est...
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. They can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. They will dedicate the time needed to listen to your goals and educate you on the options.
I have had the privilege of working with Cody Hall at Trajan Wealth for the last couple years. He has been a great teacher, always with good advice and answers to my questions. We meet quarterly and fully review my portfolio. Thanks Cody and Trajan for my retirement needs.
Family Office ServicesInvestment PlanningRetirement PlanningBusiness PlanningBuy / Sell AgreementsTax OptimizationAsset ProtectionSale / Liquidation PlanningEmployee RetentionRetirement Plan DesignTax PlanningTax LocationGain & Loss HarvestingEntrepreneurs
About Business
Wave Wealth is an independent fiduciary firm dedicated to helping individuals and families navigate financial complexity with clarity and confidence. Their personalized approach focuses on understandi...
Wave Wealth is an independent fiduciary firm dedicated to helping individuals and families navigate financial complexity with clarity and confidence. Their personalized approach focuses on understanding your goals, simplifying decisions, and delivering exceptional service. Whether you’re planning for retirement, managing a business, or building generational wealth, their experienced team partners with you every step of the way.
