I have contracted with Brogan to plan and manage my retirement accounts for five years now. Their…read moreservices are second-to-none and my accounts have flourished. It has been a flawless transition.

Truly cares about developing a comprehensive plan for clients retirement needs. Truly refreshing…read moreperspective.

Awesome service very knowledgeable saved me money on taxes. Future taxes are set up so I can pay as…read morefew taxes as able

From the owner: We treat our clients like part of our family. Some services we provide are:…read more IRS Representation Tax Preparation Maximizing Your Deductions Tax Planning for Big Savings Protection for Wage Garnishments Payroll Tax Protection Bankruptcy Options that Work And More!

Very nice people that seem to care about your finances. They explain things clearly and give…read morerecommendations based on your personal needs instead of just treating every account the same. I'd recommend this group to anyone looking to safely invest.

After a concentrated effort to understand our current financial needs as well as our needs for the…read morefuture on our own, we realized we needed professional guidance. For years my wife and I have been searching for a personal financial planner. The reason it has taken so long is that we couldn't find an individual and a company that shared our same faith based values. I'm not saying we were looking for an individual who shared our same religion. We were looking for an individual who shared our family values, who also was able to communicate clearly an understanding about our particular financial situation. Derek Miser with his associates have demonstrated a keen understanding of our needs and goals. Derek's personal attention and feedback both written and through numerous phone conversations and personal visits have made all the difference. Derek is honest, knowledgeable and an all around great guy. If my parents were still living, we would have recommend Derek to them. We have referred our grown children to Derek. That should tell you the tremendous confidence we have in him and his company.

From the owner: Miser Wealth Partners is a family office financial advisory firm. Our primary focus is to first…read moreunderstand your current reality and listen to your concerns and wishes for the future of your family's wealth. We realize you may have a financial advisor or planner, a tax attorney, accountant, real estate agent, health care advocate, insurance specialist, but when was the last time all of them on a daily-basis were collaborating on your behalf? That is what Miser Wealth Partners delivers to our clients. Our staff is comprised of those with their Masters in Tax Law, CFP, MBA, CPA and JD designations. The lives of our clients are monitored on a daily basis. Their heirs are educated about our work with their benefactors, so we can create seamless wealth transitions that are optimized on behalf of our clients in accordance with their unique goals in mind.

I had an excellent consultation. Tierianna is very knowledgeable and pointed me in the right…read moredirection to help starting to repair my credit. She informed me of what I can do to dispute medical creditors Which I had no idea how to even begin. I'm looking forward to continue with this service after this great consultation.

From the owner: Credit Education and Restoration Services Credit Builder,…read moreCredit Restoration, Credit Monitoring, Identity Monitoring, Budgeting, Saving Goals Debt Payoff, NetWorth.

Thierry provides unmatched service and follow up to his clients. Amazingly knowledgeable in…read moreinvestments and and provides a complete review of your finances. His well rounded, thorough, informative, high touch approach to preserving your assets is top notch. I highly recommend using Thierry for any investment or financial guidance you may have.

From the owner: Thierry V. Sommer & Associates are wealth managers that seek out clients for whom we can serve as…read moretheir trusted advisor, attending to the details of their financial life as it moves forward. We help individuals transition into retirement, improve their current retirement plan, roll over any qualified retirement plans or pensions, and or help create proper distribution plans. We have established a firm that gives diverse and comprehensive services to cater and meet the needs of a broad range of clients.