Financial Advisors in Sherwood, Arkansas (Pulaski County)

At FWM we understand that individuals may not fully understand the complexities of planning for retirement. We are committed to helping clients overcome this issue. We provide comprehensive wealth management and planning strategies tailored to our client's individual needs. Our streamlined results are easy to interpret, incorporate state-of-the-art planning tools and technology, and give careful consideration to tax-related and estate planning concerns.... See More

Mary McCraw, CFP
We offer our comprehensive planning services with "no minimums" for investment assets. We don't just invest client money: we make sure our clients are making good financial decisions. Our fee structure accomodates a $10 million client as well as a $200,000 client. Our "best fit" clients tend to have the following characteristics:Disciplined SpenderRealistic InvestorCollaborative Delegator We help clients set up systems where they can "self monitor" their spending and progress on investment goals, instead of using budgets. Our role is to model the current course of action, so clients can make their own decisions on savings, major purchases, and other goals. We understand personal finances and investing can be time consuming and complex. Our fresh approach is to break it down into bite size goals and tasks, so our clients can make progress easily over time, and not become overwhelmed with attempting to complete many goals all at once. ... See More

We are a fee-only financial planning firm. We assist our clients by developing a comprehensive financial plan and assist them to implement the plan in order to meet their financial goals.

Edward Mahaffy, CFP, ChFC, MBA
ClientFirst provides financial planning and investment management. We help clients identify and achieve realistic goals. Each portfolio is designed and managed according to each client’s particular needs. All clients work directly with a senior portfolio manager. Our fee schedule is very reasonable and easy-to-understand. There is no minimum account size although we have a minimum annual fee of $2,500. Client retention is very high. ... See More

Cynthia Conger, CFP, CPA/PFS
Comprehensive wealth management that includes financial planning (including annual updates), asset management, and tax preparation.

Business Address: 500 W Main St, #315, Russellville, AR, 72801, USA
Bank of England has taken pride in the being there when our borrowers need us. Our mission is to deliver total value to our customers. This means competitive rates, STRESS-FREE closings, extensive product knowledge, and a friendly, helpful attitude. Bank of England Mortgage offers the strengths of a strong capital base, a solid and committed business plan and experienced management along with the assurance of a successful track record. Since our doors opened in 1898 in England, Arkansas, Bank of England has been providing down home service. Along with powerful nationwide mortgage loans, we offer clients peace of mind knowing they are working with a credible national mortgage banker. Our success is due primarily to the talent of our people and access to hundreds of mortgage products at industry best pricing. Our management team has a combined 150 years of mortgage experience and is actively involved as members and board members on local, state and national mortgage broker and banker associations. Building on that foundation, we have grown to a company of more than 1000 employees with branches in over 40 states. We have over 100 locations nationwide to serve your mortgage needs. We understand you're making a commitment in buying a new home, refinancing or cashing out the equity in your home. You can be certain that we will do our utmost to answer all of your questions so you can be confident that you have the best rate to fit your personal needs. Our mortgage professionals stand by ready to give you the personal attention you deserve and treat you with the respect due a valued customer.... See More