Savant Wealth Management

Newark, Delaware

JTK Advisors is a financial advisory firm in Newark, Delaware, serving small business owners and individuals with tax planning, financial planning, estate planning, accounting, and business advisory services. The firm is led by Jeff Kaczmarczyk, Sr., a CPA and Enrolled Agent with over 30 years in financial services, including prior experience managing a family office. Services include tax compliance and strategy, financial record maintenance, cash flow projections, business performance analysis, investment management, and family office services for affluent clients. The firm emphasizes proactive tax planning and provides audit defense and identity protection coverage with all prepared tax returns at no additional cost.

Middletown, Rhode Island

James Crosson operates a financial advisory practice in Middletown, Rhode Island, offering financial planning and insurance analysis services. With over 40 years of experience, he works with individuals, businesses, and nonprofits on planning around major life transitions including retirement, divorce, and significant asset changes. His team includes Isabel Bergantim and Sonia Crosson in client-facing roles.

Wilmington, Delaware

Shepherd Financial is a wealth management and retirement plan consulting firm founded in 2015, based in the Midwest (structured data indicates Wilmington, Delaware location). The firm operates through a team approach led by three founding partners: Tom Mayer (CEO, AIF®), Drew Hershberger (CFP®, Chief Growth Officer), and Steve Wylam (COO), each with backgrounds in 401(k) plan advisory and financial services. The firm provides financial planning services and holds a 4.6-star rating across 31 Google reviews.

Middletown, Rhode Island

Newport Financial is an investment advisory firm in Middletown, Rhode Island. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.