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Wescap Management Group
Glendale,CA Company OpeningFinancial ServicesWescap Management Group is an independent, registered investment advisory firm that provides financial planning and investment management services to a variety their clients make the best decisions for their financial future. With our commitment to service and customer -
Melissa L George & Associates
Atlanta,GA Financial ServicesCommercial InsuranceCompany OpeningMelissa L George & Associates, LLC is an Investment Advisory and Financial Planning firm based in Atlanta, Georgia. Our mission is clients with retirement income plans that ensure their financial security, reduce exposure to market risk and taxes -
Celaya Wealth Management
Coral Gables,FL Company OpeningFinancial Servicesis a Coral Gables-based Registered Investment Advisory firm that provides financial planning and investment management services as part are dedicated to helping our clients achieve their financial goals. You can trust our team to provide -
Meridian Investment Partners
Atlanta,GA Financial ServicesMeridian Investment Partners is an independent wealth management firm that provides a comprehensive range of services to team of professionals offers portfolio management, retirement planning, financial planning and tax planning solutions tailored to each -
Alfred J. Adams & Company
Atlanta,GA Financial ServicesCommercial InsuranceAlfred J. Adams & Company is an established Investment Advisory Firm based in Atlanta. Our mission is to provide develop the ideal portfolio mix to achieve their financial goals. Our experienced team of advisors will work -
IBEX Business Exchange | M&A
Austin,TX Financial ServicesIBEX Business Exchange | M&A is an independent M&A advisory firm with a long-standing history of helping business -
Gunter Financial Services
Belton,TX Company OpeningFinancial ServicesCommercial Insuranceindividual wealth management, we provide comprehensive financial planning and asset management tailored toregistered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through -
Marquis Bank
Coral Gables,FL Credit GuaranteeFinancial Services5-Star “Superior” rating from Bauer Financial, Inc., an independent bank rating firm. The bank offers a wide range professionals are dedicated to helping customers achieve their financial goals. The bank also has state-of-the -
Joyn
Atlanta,GA Company OpeningFinancial ServicesJoyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealthmanage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-drivenstrategies to ensure that clients make sound financial decisions. As of January 2019, Joyn -
Charlotte Capital
Cornelius,NC Company OpeningFinancial ServicesCharlotte Capital is a business consulting and advisory firm located in the Lake Norman region of Charlotte, owners to strategize and manage their company's financials (CFO/COO services), operations, business development, capital raises -
Darrow Wealth Management
Boston,MA Company OpeningFinancial Servicesis an independent financial advisor based in Boston and Concord, Massachusetts. We are a fee-only firm that provides comprehensive investment management and financial advisory services to our clients. Our -
Libertas Wealth Management Group
Columbus,OH Financial ServicesCompany Openingfinancial advisors help clients plan for the future and protect what matters most. As a fiduciary advisory firmLibertas Wealth Management Group provides comprehensive financial planning and portfolio management services, offeringinvestment advice to build a secure financial foundation. Their skilled advisors offer -
RHSB
Fort Worth,TX Commercial Insurancefamilies from the unforeseen. We are an independent insurance brokerage firm committed to providing comprehensive risk management solutions and casualty insurance, employee benefits and group health, financial services, and personal home and auto insurance. Our -
Barron Wealth Strategies
Weatherford,TX Financial ServicesCompany OpeningBarron Wealth Strategies and its financial advisors are located in Weatherford, Texas, a reach their financial goals, manage their finances, and improve their lives. We are an independent advisory firm, which means that sometimes arise from larger Wall Street firms. Our team is composed of experienced professionals -
Newhaven Capital Advisors
Columbus,OH Financial ServicesCompany OpeningAt Newhaven Capital Advisors, we are a trusted financial advisory partner, offering fee-only planning, business consulting and as a deep understanding of the financial markets. We are an independent firm – not affiliated with any bank, brokerage -
Hunter Wealth Management
Jacksonville,FL Financial ServicesCompany OpeningManagement is an independent, fee-only financial services firm that provides unbiased financial advice and comprehensive financial planning. Our Proactive Wealth -
Montgomery Insurance & Investments
Jamestown,OH Company OpeningCommercial InsuranceFinancial Services, has become one of the largest insurance and financial services firms in Greene County. We strive to provide taken care of. We are an independent agency representing a selection of financially stable, reputable insurance companies that -
Wise Choices Financial
Independence,MO Financial ServicesCommercial InsuranceWise Choices Financial is an independent insurance agency in Kansas City. We offer athat are tailored to their individual needs, plus financial advice to help them make informed decisions. Wecommunication. Investment advisory services are provided by AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are -
Miller Haviland Ketter, CPAs
Westwood,KS Financial Servicesfirm in the Kansas City metropolitan area, with over three decades of delivering high-quality financial to helping their clients maximize their financial success. They provide a comprehensive set planning and preparation, audits, business valuations and financial advisory services. Miller Haviland Ketter, CPAs is -
O'Keeffe & O'Malley
Overland Park,KS Financial ServicesCompany OpeningKansas City-based mergers and acquisitions firm, providing confidential and structured services to $2 million to $50 million. The firm's base covers Kansas and Missouri, Their specialties include investment banking, business brokerage, financial advisory, business enhancement, growth strategies, business valuations,