Finance & Investment

Last Updated: 23/02/2025

Finance and investment companies help people make smart decisions with their money. Whether you're saving for retirement, planning for college, or growing your wealth, these professionals can guide your journey. Explore these financial firms to find expert help in reaching your money goals.

The 13 Best Finance & Investment Companies

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List of the Best 13 Finance & Investment Companies

Screenshot of the Filo Mortgage, LLC Website
555 E North Ln #6125, Conshohocken, PA 19428, USA

Filo Mortgage in Conshohocken, PA, offers super-low mortgage rates with no hidden fees. Their easy online process and great technology make getting a mortgage simple. Apply online and get approved quickly. Expert staff guide you through the entire process.

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Screenshot of the Market Watch Website

MarketWatch delivers real-time financial news and market analysis from New York City. Established in 1997, the platform provides up-to-the-minute stock quotes and comprehensive market coverage. Expert financial analysts offer insights for informed investment decisions. The service includes market data, economic reports, and investment guidance. MarketWatch serves investors seeking accurate, timely financial information and market trends.

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Screenshot of the Entrepreneur Website

Entrepreneur delivers business insights and resources for starting, running, and growing companies nationwide. The platform offers expert articles, interviews, and franchise opportunities. Entrepreneur TV provides educational content for aspiring and established business owners. Their unique approach combines real-world experience with expert analysis. Content covers business strategies, industry trends, and practical advice.

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Screenshot of the Seeking Alpha Website

Seeking Alpha is the leading investment research platform, serving 20+ million monthly users since 2004. The New York-based company provides crowd-sourced stock analysis from thousands of contributors. Their Quant ratings and Alpha Picks consistently outperform the S&P 500. The platform offers real-time market news, earnings transcripts, and investment tools for retail investors worldwide.

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Screenshot of the The Penny Hoarder Website

The Penny Hoarder, based in Clearwater, Florida, is one of America's largest personal finance websites. Founded in 2010, the platform serves millions of monthly visitors seeking practical money advice. The site covers budgeting, debt reduction, credit cards, and smart investment strategies. Content includes side hustles, saving tips, and financial planning resources. The Penny Hoarder Academy offers modules on home buying, job hunting, and credit scores.

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Screenshot of the Finance Me Website
P.O Box 136, Narrabeen NSW 2101

Finance Me is a Sydney-based lending specialist with over 10 years of experience. They handle complex financial situations including bad credit, expat, and non-resident loans. The company offers home loans, commercial property finance, and asset finance for businesses. Finance Me excels in prime and near-prime lending solutions. Their expertise helps clients secure finance even with unique challenges like overseas income or unusual employment situations.

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Screenshot of the Council Tax Advisors CIC Website
Bradley House, Radcliffe Moor Road, Bradley Fold, Radcliffe, Bolton, UK

Council Tax Advisors has assisted over 50,000 UK residents with council tax issues. The organization guides liability, valuation disputes, and bailiff actions. Services include disability reductions, empty property discounts, and exemption claims. The team offers fact-finding services rather than direct legal advice. Based in Bolton, they serve clients nationwide through phone and online consultations.

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Screenshot of the Workers Compensation Shop.com Website

Workers Compensation Shop.com specializes in workers' compensation insurance nationwide. Their technology platform matches businesses with top-rated insurance companies for competitive rates. Expert agents provide guidance on class codes, state requirements, and claims management. Free consultations and no-cost evaluations help businesses save on coverage costs. The national agency ensures fast certificate delivery and handles competitive renewals. Professional customer service focuses on securing the best protection for your workforce across all states.

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Screenshot of the MobileAxept Website
400 S 4th St Suite #401, Minneapolis, MN 55415, USA

MobileAxept offers text-giving technology for churches and nonprofits from their Minneapolis headquarters. Churches use their GiveNow platform for mobile donations and donor engagement. The company provides secure text messaging and form collection tools. Major clients include TD Jakes Ministries and The Rock Church. Founded in 2006, MobileAxept helps faith-based organizations increase donations through mobile technology.

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Screenshot of the Burial Insurance Pro Website

Burial Insurance Pro compares burial insurance plans from leading providers nationwide. Clients save up to 58% on final expense coverage through instant quote comparisons. Top providers include Fidelity Life, AIG, and Gerber Life. Most plans require no medical exams with simplified applications. No-cost evaluations help families choose appropriate coverage amounts. The service connects clients with licensed agents who explain policy options and benefits.

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Screenshot of the Joel Richardson - Austin Mortgage Lender Website

Joel Richardson helps people get home loans in Austin, Texas. He has over 20 years of experience and knows a lot about different types of mortgages. People trust Joel to explain options and make the process easy. He offers loans for buying homes, fixing up homes, building new homes, and more. His team provides great service to make sure you get the right mortgage.

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Screenshot of the Financial Advisors Canton GA by Goodwin Website

Goodwin Investment Advisory helps families in Georgia and beyond plan for a confident and secure retirement. Their team of Certified Financial Planners creates personalized strategies to build dependable retirement income. Specializing in tax planning, investment management, and retirement income strategies, Goodwin offers comprehensive planning with regular reviews to adapt to life’s changes. As an experienced and client-focused advisory firm, they are dedicated to helping clients achieve their retirement dreams.

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Screenshot of the Raise The Bridge Website
39 Allerton Road, Woolton, Liverpool, Merseyside L25 7RE, United Kingdom

Raise The Bridge is a commercial finance broker based in Liverpool, Merseyside. The FCA-authorized firm specializes in commercial mortgages, bridging finance, and business funding solutions. Their team provides whole-of-market advice for property development finance and asset funding. Businesses access competitive commercial loans through independent broker guidance.

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Frequently Asked Questions

What can a financial company do for me?

Financial companies offer many services to help you manage and grow your money. Think of them as your personal money coach who can guide you through important financial decisions. Their services typically include:

  • Money Management - Creating a plan to help you save, spend, and invest wisely based on your goals
  • Retirement Planning - Building a secure future through smart saving and investing strategies
  • Investment Help - Choosing the right mix of stocks, bonds, and other investments for your needs
  • Insurance Planning - Protecting your family and assets from unexpected events
  • Education Funding - Setting aside money for college or other educational goals

How much does it cost to work with a financial advisor?

Financial advisors offer different ways to pay for their help, much like how doctors or lawyers have different payment options. Here are the most common approaches:

Service Type Typical Cost Good For
Percentage of Savings 1% of money managed yearly Long-term guidance
Monthly Fee $100-300 per month Ongoing advice
One-time Meeting $200-500 Specific questions

Do I need a lot of money to get started with investing?

You can start building your financial future with any amount of money. Different services fit different budgets:

  • Online Investing Apps - Start with as little as $5 to learn about investing
  • Digital Advisors - Begin with $500 for computer-managed investing
  • Personal Advisor - Some work with you starting at $25,000
  • Full Service - Complete money management often starts at $100,000

How do I know if a financial advisor is trustworthy?

Finding a trustworthy advisor is like choosing a doctor - you want someone with the right qualifications and experience. Look for these important signs:

  • Professional Licenses - They should have proper state and federal permits to give advice
  • Clear Fees - They explain exactly how they get paid and what you'll be charged
  • Good References - They have positive reviews from other clients
  • Written Agreement - They provide clear documentation of their services and responsibilities

What's the difference between saving and investing?

Understanding this difference helps you make better choices with your money:

  • Saving - Keeping money safe in a bank account for short-term needs and emergencies
  • Investing - Growing money over time through stocks, bonds, or real estate for long-term goals
  • Emergency Fund - Having 3-6 months of expenses saved before major investing
  • Time Horizon - Using different strategies based on when you'll need the money