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

Kaufman Financial
goals through long term relationships. We provide tailored portfolio design based on each individual's risk tolerance we use the best in-class investment managers to ensure that performance is consistently monitored. Our team of

Madison Commercial Properties
Properties is a leading real estate management company that provides professional services for financialproperty management, offering innovative solutions to their clients and adding value to their portfolios. With reputation for providing excellent service and performance. The team at Madison Commercial Properties

Access Programming and IT Support Services
visualization. They specialize in Microsoft Access Database Management and can provide solutions for inventory is dedicated to helping businesses boost their performance and reach their goals.The team knowledge in developing Microsoft Access databases. Their portfolio also includes MS Excel integration, data

The Madison Real Estate Group, LLC
, is an experienced and driven real estate management firm based in Los Angeles, Las Vegas' property management needs, and has consistently exceeded expectations in terms of service and performance. The team specializes in multifamily and commercial real estate, and works to add value to portfolios

Method360
portfolio of solutions and services designed to help companies increase effectiveness, reduce operational costs and improve business performance. Our Solutions Include: Data Management & Business Analytics Enterprise Information Management Financial Management Quality Assurance

Nextlevel Consulting
Cesar A Viana is a Performance Consultant, Trainer & Executive Coach, Cesar brings over 22 at Merrill Lynch International and Charles Schwab, Cesar Viana moved into Sales Management for a German auto aftermarket

A. B. Nicholas
loans using securities portfolios as collateral. Special programs for TD Ameritrade & Schwab account owners (inquire, bonds, ETFs, and more. Minimum collateral portfolio size: $100,000. FINRA/SIPC public Planner/Regsistered Investment Advisor (CFP, RIA) loan managers/advisors. Lowest, wholesale interest rates in

Hartline Investment
two decades of experience in managing assets, our team has established a strong performance history that meets the boasts an average of 30 years in portfolio management. Currently, Hartline Investment manages approximately $350 million in assets for

Key Estates
, while preserving their initial capital. They offer tailored portfolios that include direct real estate investments in all characteristics favoring excellent risk-adjusted performance. Their team is highly experienced in managing simple and complex individual accounts

Wealthfront
Wealthfront is revolutionizing how individuals manage their money. With their automated investment platformit easier than ever before to plan and manage investments. Their services offer a secure, automated a suite of sophisticated tools to track performance, review portfolio allocations, and optimize tax strategies.

Edddie guidry
fee-based platform. These services include financial planning, portfolio management, retirement accounts, business retirement plans, insurance services, tax to ensure your portfolio meets your needs, and our established custodial partners – such as Charles Schwab, TD, and