Financial Services

Bruce Lund
Business Name: Waddell & Reed
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Short Business Description: Partnering with individuals and small business owners to create a financial plan to meet financial needs
Cara Lee
Business Name: F.A.S.T., LLC
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Short Business Description: We offer Accounting & Bookkeeping, LLC/EIN preparation, QuickBooks, remote and onsite services. Primarily serving new or small businesses, from start-ups to clean-ups and beyond. We take the weeping out of bookkeeping!
David Pandone
Business Name: Ameridex Wealth Advisors
Short Business Description: As an Ameridex Wealth Adviser I help clients accumulate and protect their wealth using sections of the tax code that are commonly utilized by affluent families, corporate executives, and entrepreneurs due to their access to and help of CPA’s, accountants, and attorneys.
Jim Bonham
Business Name: Karatbars International, GmbH
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Short Business Description: Offering 1, 2.5 & 5 gram bars of 999.9 pure 24K GOLD and custom branding cards. Business Affiliate opportunity
Jon Corcoran
Business Name: Edward Jones
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Short Business Description: When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference.