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Results 1-27 of 27 companies

  • BMO Financial Group
    Toronto, Ontario, Canada

    A division of BMO Financial Group, BMO Spend & Payment Solutions (formerly BMO ePurchasing Solutions) is a leading commercial card, spend and payment solutions provider in North America. BMO Spend & Payment Solutions' products are widely used by Corporations, non-profit and government... more

  • Lancaster Pollard & Co
    Columbus, Ohio

    Lancaster Pollard helps health care, senior living and affordable housing providers expand and improve their services by providing investment banking, financial advisory and mortgage banking solutions. The firm offers a large platform of services including: Taxable and Tax-Exempt Bonds,... more

  • Woodside Capital Partners LLC
    Woodside, California

    Woodside Capital Partners is a boutique investment banking firm providing M&A and capital raising financial advisory services to emerging growth companies in the digital media, semiconductor, and alternative energy sectors. Our reputation is built on deep industry expertise, senior-level... more

  • NW Financial Group , LLC
    Trenton, New Jersey

    NW Financial Group provides investment banking and financial advisory services to governmental entities, financial institutions, corporations and non-profit groups. NW Financial structures capital market transactions, investment programs and debt refinancings. The firm's principle... more

  • Business Capital
    San Francisco, California

    Business Capital is a leading, full-service financial firm focusing on business debt restructuring , asset based lending and business turnaround offerings. We have an excellent team of professionals; our partners consist of attorneys, investment bankers and analysts who have closed... more

  • Comprehensive Wealth Management LLC
    Lynnwood, Washington

    Comprehensive Wealth Management (CWM) is a financial planning and investment management firm that specializes in leveraging and increasing assets for executives, professionals and small business owners. Our team of dedicated professionals assists in the development of realistic goals... more

  • Armstrong Financial Strategies
    Danbury, Connecticut

    This site is only intended for clients and interested investors residing in states and countries in which Armstrong Financial Strategies is qualified to conduct investment advisory services. Armstrong Financial Strategies is a Connecticut and New York registered investment adviser... more

  • Woodside Capital
    Hartford, Connecticut

    Woodside Capital is focused on investing in middle market companies that can benefit from strategic re-direction, operational enhancements or balance sheet realignments. Depending on what structure is most appropriate for each opportunity, our ability to commit to a wide range of... more

  • Sherlock Company
    North Wales, Pennsylvania

    Sherlock Company provides financial advisory services to firms in contemplation of a purchase or sale of a controlling interest in a firm. We assist in developing parameters of value specific to the circumstances of a transaction in order to facilitate negotiations with prospective... more

  • The Philippa Huckle Group Ltd

    At The Philippa Huckle Group we deliver a practical, forward-thinking methodology we call Lifetime Financial StrategiesÔ. Our philosophy embodies these principles in the powerful integrated process we call The Investment TrinityÔ. The Investment Trinity continually focuses our clients... more

  • Government Financial Strategies inc
    Sacramento, California

    Government Financial Strategies operates on a team basis. This team approach assumes that every project benefits from an appropriate level of expertise, so we work diligently at the inception of a project to develop an accurate scope of work and assign appropriate team members. Our... more

  • Haintz Financial Services Pty Ltd
    Melbourne, Victoria, Australia

    Haintz Financial Services is a boutique Financial Advisory firm, established in 1989 and based in Collins Street, Melbourne, Australia. Throughout the years, our mission has remained constant âˆ' to enhance the quality of our clients' lives. In addition to being one of the oldest... more

  • Keystone Financial Partners
    Cary, North Carolina

    At Keystone Financial Partners, our investment philosophy is committed to long-term investments as opposed to short-term trading, diversification as opposed to certain concentrations, and preservation of purchasing power as opposed to risk-oriented speculation. We provide asset management... more

  • CSG Advisors , Inc.
    Alpharetta, Georgia

    CSG Advisors serves as an independent financial advisor to state and local governments, public agencies, non-profit corporations, financial institutions and development firms. CSG specializes in bond financing, development negotiations, and financial strategies and programs. The firm is... more

  • Carnegie Wealth Strategies LTD
    Atlanta, Georgia

    Carnegie Wealth Strategies, LTD. is a financial planning and investment advisory firm founded in 1986. Based in Atlanta, we have offices in Boston, Rome, GA. Soon we also will have an office in Sarasota, FL. At Carnegie we develop financial strategies for businesses, retirement plans,... more

  • Winer Wealth Management Inc
    Woodland Hills, California

    Winer Wealth Management, Inc. (WWM) specializes in the design and implementation of customized financial strategies for people like you-successful individuals who value their time and require professional financial management to build and preserve their wealth. Our services include... more

  • STERLING WEALTH MANAGEMENT LLC
    Brooklyn, New York

    Sterling Wealth Management, LLC is a fee-only firm. Our financial planning services are based on an hourly fee, and our follow-up wealth management advisory fees are based on the net asset value of your portfolio. Since we are not compensated by commissions, SWM gains nothing by... more

  • Holland Duell Financial Strategies
    Sheridan, Wyoming

    We are a fee-only financial services firm that believes the foundation for wealth management and accumulation is based upon a well designed and soundly executed financial plan. We further believe that an essential pillar of the financial plan is proper asset management in accordance with... more

  • Trinity Capital Services LLC
    Denver, Colorado

    Trinity Capital Service is independently owned by active partners, who provide exceptional client service, rigorous thinking, teamwork, and results in every situation. Collectively, we maintain a total of 75 years' finance, operations, and executive management expertise, honing our skills... more

  • D'Souza Financial Strategies
    Frederick, Maryland

    How D'Souza Financial Strategies Delivers Services: First, Anneliese D'Souza offers all new clients a complimentary, one-hour "get acquainted" meeting at her office to learn more about your specific needs and how she can design a program that helps you to achieve your personal or... more

  • FS FINANCIAL STRATEGIES LLC
    Edmonds, Washington

  • Golden Nestegg Corp
    New York, New York

    Golden Nestegg Corporation specializes in building strong and stable financial futures for it's clients and their families. Founded in late 2001 and recently incorporated in the Republic of Panama, our team of Financial Go-Getters is always prepared to go that extra mile to ensure our... more

  • Olivetti Capital Management Inc
    Wellesley, Massachusetts

    Olivetti Capital Management, Inc. is an investment advisory firm dedicated to providing individual investors and companies with honest, independent and objective advice. We create long-term financial strategies for our clients. Our strength lies in our diligent focus on wealth... more

  • Greenleaf Financial Strategies Inc
    Tampa, Florida

    Greenleaf Financial Strategies, Inc. is an independent, fee-based wealth management firm located in Tampa Bay, Florida. We offer wealth accumulation strategies for individuals and small businesses, and we provide "unbiased advice" because we are not affiliated with with any product... more

  • Pasqua Wealth Management P.A
    Eden Prairie, Minnesota

    Pasqua Wealth Management provides fee-based investment, financial and tax services. We are dedicated to providing the highest level of professional consulting tailored to individuals, families and privately owned businesses. As a fee-based firm our primary interest is not selling... more

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