non profit investment advisor

As independent investment advisors to individuals and trusts, we deliver objective corporate accounts). Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and

, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept in their best interests. Our team of financial advisors are dedicated to helping you achieve your

return on investment. We work directly with clients, advertising agencies, public relations firms, marketing companies, non-profit organizations, publishers

is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined financial companies who put shareholders and corporate profits ahead of the client. Our firm's

Accounting, financial planning, investment advising, tax services, tax prep, business finance, Avalon Also works with individuals, corporate and partnership clients including tribal enterprises, 8(A) firms, non-profits and municipalities as a Certified Minority Firm with the City of Phoenix, ADOT and the Navajo Nation.

challenges you face in running it. Promoting profit growth, handling taxes, protecting your company'sProfectus Financial builds its core services around: *Profitable Business Owners - by helping them with minimizingthrough a mix of well-diversified and non-correlated investment options. The ideal candidate is someone

helping people with law enforcement, home businesses, investment properties, and s-corps in the , estate planning, business valuation, not-for-profit accounting, and QuickBooks training are all business planning, new business formation, succession planning, non-profit organizations, internal controls and more. We

Value Investment Professionals (VIP) is a financial service provider that assists individuals, families, non-profit organizations and institutional investors. Our team of experienced professionals provide comprehensive investment advisory, financial

is a top regional firm of advisors and Certified Public Accountants providing tax, private, public, and non-profit organizations. With locations in Oregon, California, and Alaska, Aldrich Advisors is committed to certifications. The team of experts at Aldrich Advisors specialize in a wide range of industries,

, online and mobile banking, Eagle Insurance Services, investment advisory services, and non-profit banking. We strive to be the

Investment Advisor, providing financial planning and investment management services to individuals, families, small businesses, and non-profit organizations. Our goal is to help our clients plan for their retirement, save for college, invest diversification, open architecture investment selection, low costs,

& Dohme Federal Credit Union is a member-owned non-profit financial institution established in 1950. Our mission is, including savings and checking accounts, loans, mortgages and investments. Our Credit Union is staffed by experienced professionals

objectives, whether short or long-term. As a non-profit organization, we are committed to giving back to commitment to our community has resulted in meaningful investments and initiatives designed to improve the financial health

-Corp and C-Corp, as well as non-profit organizations. We provide investment advisory and management services, including college

of loan options, such as ITIN, investments, FHA, VA, conventional, ARM, non-profits, refinancing, reverse mortgage, and first time

At ABIP CPAs & Advisors, we believe in providing tailored financial solutions for tax firm, but also your long-term trusted advisor. Our commitment to providing proactive and responsive services held businesses and high-net-worth individuals to non-profit organizations and government entities. Our team is dedicated

region that provides services to privately-held businesses, non-profits, government contractors, and high net worth families. This also has a wealth advisory group, GGM Wealth Advisors, that helps businesses and families to thrive. Since

power purchase agreements and loans, investment partnerships, community solar, solar farm development, non-profit and church support, residential solar

Mayflower Advisors, LLC is an independent financial advisory and wealth, custom-tailored strategies to help individuals, companies, and non-profit organizations meet their financial goals. By providing unbiasedof services and a commitment to excellence, Mayflower Advisors is dedicated to helping its clients reach their

-only, independent Registered Investment Advisor that offers Socially & Responsible Investments (SRI) for individuals and not-for-profits nationwide. Newground is the first Social Purpose Corporation in Washington State and seeks to combine investment