
McGehee Davis & Associates
significantly. Income taxes are typically used to fund government services, such as schools, public broad category of services that help people manage their finances. They include banking, investments, advice on making wise investments and help manage portfolios. Insurance companies offer protection against the risk

Pinnacle
a privately held company that specializes in the management of multi-family properties. Founded in 1980, such firms in the United States, with a portfolio of more than 169,000 units and 4,500 team members. Their clients include pension funds, private partnerships, international investors, insurance companies, lenders,

Ivan Breger, CPA
legal landscape. Our professional services include tax management, estate and trust planning and tax such as asset allocation, monitoring investment performance, funding college education, setting up retirement plans, understand the implications of taxes on your portfolio and strive to ensure that your investments

Fleming & Associates, LLC
lifestyle. Our services include Asset Management, Estate Planning, Business Benefit PackagesManagement involves creating investment portfolios that consistently deliver higher returns than market indices and the majority of mutual fundsserious disability or illness. Investment Management (fee only) focuses on dividend

Cardone Capital
Cardone Capital is a real estate investing fund that focuses on providing everyday investors with in assets and 6,537 units in its portfolio, the company has been utilizing a disciplined approachthe best real estate investment opportunities. From asset management to financial analytics, Cardone Capital works to

The Law Offices of Neal Brickman
banks and hedge funds; Individual registered representatives and corporate executives; Real estate developers, general contractors, construction managers; S ndependent

Kenneth J Gerbino & Company
Our firm is in its 37th year managing portfolios for individuals, pensions, trusts and corporations. Weever-changing political, economic and market environments. Portfolios cannot be managed in a "business as usual" manner. decisions as your investment advisor, all of your funds are held by a leading outside financial

A. B. Nicholas
credit lines and loans using securities portfolios as collateral. Special programs for TD securities ncluding mutual funds, REITs, UPREITs, bonds, ETFs, and more. Minimum collateral portfolio size: $100,000Planner/Regsistered Investment Advisor (CFP, RIA) loan managers/advisors. Lowest, wholesale interest rates in the

Silva Markham Partners
team of professionals have extensive experience in managing properties within budget constraints, particularly with affordableunderstanding has allowed us to expand our portfolio of mult-family residences, including tax creditand conventional communities; as well as various funding sources such as Section 42, HUD,

Edward Jones - Cole Drum
stocks, bonds, mutual funds, ETFs and insurance and annuity products, to create a diversified portfolio that suits your to provide you with tailored wealth strategies, trust management and business ownership options to ensure your financial

MedWealth Financial
their assets. We analyze market trends, manage assets, diversify portfolios and reduce financial risk in orderto achieve. Our team of experienced wealth management professionals utilizes proven strategies designed to meetunique needs of each individual client. By hedging against market volatility, we allow our clients

Prevalent Capital
is a highly respected and well-funded boutique real estate investment fund that primarily focuses on commercial real non-performing residential mortgages, and is able to manage portfolios worth up to $120 million. Prevalent Capital'sMoreover, the firm allows 401(k) and IRA funds, which is a unique feature in its sector

Global Capital & Equity
Global Capital & Equity is an investment management firm that specializes in financial planningpartnerships, NUA, pre-exit planning, corporate cash management, project financing, private placement for qualified investorsas real estate, to hedge against inflation, give stability to the portfolio, and bring growth, while

CalPrivate Bank
experience through incomparable service and innovative funding solutions to people and corporations with also have commercial loan programs through multiple portfolio and government-guaranteed options. Our Bank and sole practitioners. Our shareholders, directors, management and personnel are dedicated to forming

Servicing Pros
our clients with the resources they need to manage their portfolio efficiently and effectively. We understand that investors servicing for private investors. We service all privately funded loans as well as seller carryback/seller financed

Big Tracks Global
being a leading investment, business consultancy, and property management firm with offices in Malaysia, Singapore, and Sri range of investment products, from single-properties to portfolios and funds, all carefully designed to meet the unique