There's power in numbers!
See what products and services we have to offer...
Financial discipline doesn't have to be stressful. We're here to help.
Getting lost in the numbers?
At 925 Financial, we don't just offer a clear roadmap, we create financial systems made easy for our clients.
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Don't know where to start with your business?
Every business is different. That's why we provide financial management tailor-made for your business and its specific, evolving needs.
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Feeling like you're left in the dark?
We work with complete transparency, a dedicated team and provide a service backed with care.
MISSION
“Creating wealth that outlives us.”
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The mission of 925 Financial is to help the majority generate wealth that lives even after they’re gone for their children and grandchildren. Want to start a business to have flexibility for your family? We also help serve small businesses and their financial needs. Is having unreliable transportation becoming an inconvenience? Worried about funding your child’s college education? Starting a business and can’t figure out what you’ll need or how much it’ll cost?
VISION
“To be the first and best choice for establishing discipline.”
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925 Financial doesn’t seek to make anyone rich quickly. Our goal and ultimate vision is to address the root of generational wealth: discipline. Discipline allows you to maintain financial health. Discipline creates a process rather than luck or hope. Discipline makes it possible to have money to invest with above and beyond your everyday savings. Our goal is to establish the foundation so your investing money can be just that, your investing money, not your income or your savings.
OUR SERVICES
PERSONAL FINANCE
These services are designed to help manage the common, everyday expenses of individuals and families.
SMALL BUSINESS
These services are designed to help manage the common, everyday expenses of small business. This includes managing the finances of start-up.
VIEW OUR PACKAGES
Need more than one service? Save money and see if one of our packages or bundles is for you!