Santa Monica, CA
Abacus Wealth Partners helps you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.
Santa Rosa, CA
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always. The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout. Ameriprise is America’s leader in financial planning, and one of the largest diversified financial services firms in the U.S., with more than $750 billion in assets under management and administration. Every day – true to Tappan’s vision — our 10,000 financial advisors work with our clients one-to-one, to help put their dreams and goals more within reach.
Mitchell Kauffman is a Certified Financial Planner™ professional and member of the Financial Planning Association. Serving clients at Kauffman Wealth Management, Inc. in Pasadena, CA and the surrounding communities.
White Plains, NY
Smart Daily Administrators LLC, was created for one purpose: to make life easier for individuals, families and small businesses. We’re a daily money management company offering payment and budget services, assistance with financial, legal and insurance forms, and help with all the complex paperwork that you don’t have time for. We work with time-pressed professionals, with busy families, with small business owners and with seniors who need help sorting through the complexities of personal finance and insurance in order to stay independent. While we handle the paperwork and red tape, our clients get peace of mind and more time for the important things in life.