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 12 Best Finance & Investment Companies

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List of the Best 12 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 a New York-based investment platform providing stock market insights since 2004. They offer in-depth analysis, stock ratings, market news, and investment tools. Their community of contributors delivers timely information that helps investors make informed financial decisions.

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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 is a UK-based service that has helped over 50,000 people resolve council tax issues. They provide expert guidance on tax liability, valuation challenges, and bailiff action. Their services include council tax discounts, disabled reductions, and empty dwelling advice.

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Screenshot of the Workers Compensation Shop.com Website

Workers' Compensation Shop.com is a national agency connecting businesses with top-rated workers' comp insurers. They provide expert guidance on class codes, state rates, and claims management. The company offers free consultations and rate evaluations to help businesses reduce coverage costs.

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

MobileAxept is a Minneapolis-based company that provides text-giving technology for churches. They offer secure donation platforms, donor engagement tools, and form collection systems. Their software simplifies giving while enhancing donor interaction. TD Jakes Ministries and The Rock Church use their intuitive platform to increase donations and improve operational efficiency.

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Screenshot of the Burial Insurance Pro Website

Burial Insurance Pros compares quotes from top providers like Fidelity Life, AIG, and Gerber. They help clients nationwide save on insurance expenses. Most plans require no medical exams, making coverage accessible for everyone. Their experts ensure families are financially protected from funeral costs and related expenses.

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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 Liverpool-based commercial finance broker specializing in business funding solutions. The FCA-authorized firm secures competitive commercial mortgages, bridging loans, and development finance. Their experts provide independent, whole-of-market advice for Merseyside businesses.

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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