Personal Finance

At Fates, Bodily, and Parker, we provide comprehensive financial expertise and solutions that drive cost savings and competitive advantages for our clients. Our goal is to level the playing field for small and medium sized businesses that do not employ a full-time CFO but deserve the same level of

22nd State Bank has been evolving for over 100 years but our mission has remained the same – meeting the financial needs of our customers, providing exceptional personalized customer service and serving our local communities. Our continued success is a product of the way we’ve remained the same. We

LETUS Private Office is a real investment partner of families and entrepreneurs. The company offers wealth management services such as private banking for ultra-high net-worth clients and entrepreneurs. Long-term plans and individualized counsel are developed by LETUS Private Office with regard to a

Halifax Intermediaries is committed to providing you with a wide range of products to suit your clients' needs with a Financial Advisor 5 star award-winning market leading service and an extensive BDM network, to ensure we make it easier for you to do business. Our innovative product range offers a

A Investtools é uma empresa sediada no Rio de Janeiro com mais 15 anos de know-how dos principais processos do ecossistema financeiro. Trabalhamos em várias frentes ao mesmo tempo, com produtos voltados para Gestoras de Valores, Wealth, Family Offices, Administradores Fiduciários e Corretoras de Va

William O’Neil India is part of the O’Neil companies, a family of businesses dedicated to providing industry-leading financial services and information. William O’Neil India focuses on individual equities, mutual funds, ETFs and indices across the globe. Our professional teams are passionate about s

For over 70 years, the satisfaction and happiness of our members and clients have been our bottom line. That’s why we’ve grown to be the largest financial services organization based on Vancouver Island and the Gulf Islands. We’re passionate about building stronger relationships to improve financial

Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. We are focused on ensuring advisors can serve their clients without conflicting goals

Your Connecticut partner in wealth management and financial planning for retirement.

If you are looking for an alternative to modern financial services, then Elevate Credit Union Limited is for you. Elevate Credit Union Limited was founded in 1964 to give monetary support to local people, protecting them from loan sharks who were rife throughout Douglas. The establishment proved to

With our vast experience of more than 30 years in auto insurance, we've been listening a little closer, moving a bit faster, and working a lot harder to reach a higher standard. Because SNAP policyholders are the priority. With over 450 independent insurance agents in Texas and New Mexico, we are

Our Mission at Nova Bank is to meet the banking needs of our local community by offering personalized service and trusted financial advice to our neighbors. As a community-focused bank, we are committed to fostering economic growth by ensuring that local financial resources are put to work for the b

We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three. We also know that success occurs when we put good people by their side to help and advise. We've named our business People & Partners because we believe that success is all about p

We aim to be the home financing partner of choice by providing the communities we serve personalized mortgage solutions. Through our team of dedicated mortgage professionals, our commitment to deliver an exceptional experience is based on integrity and excellence. Our vision is to exceed customer

Der Finanz Berater ist Partner in allen Fragen rund um das Thema Geld. Wir beraten, unsere Kunden entscheiden. Dabei profitieren sie von der unabhängigen Produktauswahl, maßgeschneiderten Lösungen und dem umfassenden Serviceangebot. Alles aus einer Hand! Durch unseren hohen Anspruch an die Quali

Orion180 Mortgage delivers a modern, stress-free mortgage experience grounded in proactive communication, trusted lending partnerships, and service that actually feels like service. As a mortgage broker, we simplify the path to homeownership by offering only the best loan options—filtered for perfor

NIIB Group Ltd. trading as Northridge Finance is part of the Bank of Ireland UK PLC and specialises in providing personal and commercial asset finance products across the UK. As part of Bank of Ireland UK, Northridge supports its goal to be the leading partnership bank, providing simple, flexible,

Life is too short | Protecting your voice in life & legacy. Helping you inhale life in the comfort of knowing your voice will be heard beyond your heartbeat. A fresh approach to life, wills, trusts, legacies & lasting powers of attorney. It is the law of the land that unless you specify what you w

Secured Retirement helps retirees preserve and protect their wealth through comprehensive financial planning. Secured Retirement's time tested planning approach helps you stop your money from falling through the cracks, and it assures that any major financial decision you make is right for you. The

Next generation credit to be used in a way that suits you. Use it like a credit card, a loan, or an overdraft.

Fusion Wealth Management is a nationally recognized financial advisory firm founded by acclaimed financial advisor and entrepreneur Dustin Giannangelo. Since 2011, we’ve partnered with affluent families, executives, and entrepreneurs to provide tailored financial planning, investment strategy, and m

First Coast Mortgage Funding is a full-service independent mortgage broker serving the First Coast and beyond. At First Coast Mortgage Funding, we close loans in a first-class fashion every single time.

Humboldt Financial is a financial planning firm located in London, United Kingdom. Our team consists of experienced financial planners, estate planners, client account managers and paraplanners who provide customised financial solutions to individuals, families, and businesses. With a focus on buil

Bill Matteson, of MCB Consultants, and Jason Champion, of Champion Financial Services, have partnered together to join forces, proudly forming Upstate Wealth Consulting. Their amazing combination of knowledge, experience, and expertise creates an organization with the profound ability to enhance the

Founded right here in the City we love, Fountain Mortgage combines more than 50 years of lending, banking and financial services expertise to provide our clients with an enjoyable and empowering experience. Our goal is to enable you, with education and guidance, to make an informed financial decisio

At Chemistry Wealth, we understand that all the elements of your life — from your financial circumstances and ambitions to the world around you — interact, change, and transform over time. That’s why we do more than just help our clients grow their wealth. We work side-by-side with you as your pers

Roam is a platform that simplifies migration for international students by aggregating all the resources they need to start their lives in the U.S.  We help them get set up with everything, from the basics like a bank account and credit card, all the way to the more complex tasks like choosing an i

We take an educational approach to the mortgage process. We help take the stress out of the mortgage process by providing our clients with the knowledge and resources to make an informed decision on their loan. Representing: Enduro Mortgage, Colorado Mortgage Company Registration NMLS# 2127434 Re

"We are here to build financial foundations for clients to empower them by making it easier and simpler to better understand financial products that they plan to buy". We Offer assistance for Personal Finance, Credit cards, Merchant Acquisition & Merchant Services, Corporate & SME Loans and New & Us

We can all imagine the future we want for ourselves and for our family. All the advice SJP Partners give, and the wide range of services they offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whe

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP. We love helping our community make informed financial decisions about the days ahead.

Your Super Partner For almost 30 years, IFS has empowered profit-to-member super funds by delivering specialist solutions to help their members retire with confidence and dignity. Financial advice and education: We’re one of Australia’s largest advice providers to the super sector. Choose full adv

iA Wealth is the wealth management division of iA Financial Group. iA Wealth provides a full range of financial advisory and wealth management services to Canadian investors through iA Private Wealth Inc. and Investia Financial Services Inc. iA Wealth’s investment fund manufacturing arm, IA Claringt

Hurst Point Group is a UK-based wealth management group, backed by Carlyle with current Assets under Advice or Management (AuA/M) of approximately £5.5 billion. The Group was created in late 2019 in connection with the proposed acquisition of Harwood Wealth Management plc that completed in March 202

Our goal is to make the path to sustainable financial freedom easy to understand. We help individuals transform their relationship with money and businesses to develop financial management systems through coaching, consulting and bookkeeping.

Atalyst Financial Group is a boutique firm known for its unwavering commitment to providing personalized financial services. With a high level of attention to clients, we specialize in delivering tailored M&A advisory services, debt and equity capital raising solutions, and outsourced CFO services.

Clarity Family Office provides high quality ideas, planning and services for business owners, corporate executives, and high-net-worth families. The firm's goal is to be thoughtful, genuine and always focus on the entrepreneurial families wants.

Our clientele comprises of HNIs, family offices, domestic and international institutions. For more information on our products and services, please visit our website www.sundaramalternates.com or call us on +91 44 28510040. For more details on PMS please write to us at spmsupport@sundaramalternates.

OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for t

Established in 1971, Western Financial Corporation (“Western”) is a multi-generational full service registered investment adviser headquartered in San Diego, California. Western offers a complete range of personalized investment products, services, and advice to sophisticated retail and institutiona

Jio Credit Ltd. (formerly known as Jio Finance Ltd.) is committed to delivering seamless digital financial solutions that empower customers to manage their financial needs with ease and efficiency. We offer a wide range of services designed to simplify access to credit and financial products, maki

Cidel is a Canadian private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well integrated service areas: 1) Asset Management 2) Planning, Structuring & Trust 3) Specialized Banking We’re a unique f

Over 40 years ago, a great idea was born—that an investment firm should operate solely in the interests of all investors to give them the best chance of success. In 1975, John "Jack"​ Bogle launched a bold experiment: an investment company that was designed to make money for its investors, not from

PRIVATE PLACEMENT IS ALL WE DO – AND WE DO IT WELL Investors Preferred is a bespoke carrier of private placement solutions for wealth preservation planning. We partner with advisors to create custom, tax-efficient strategies for their clients. Our track record is indisputable: we’re consistentl

At BOSS MORTGAGE we are committed to providing mortgage solutions with unwavering integrity, personalized service, and fostering enduring client relationships. At BOSS MORTGAGE, we believe that every individual, regardless of background or income level, deserves the opportunity to achieve homeowne

Holcombe Financial is a boutique, concierge-style financial advisory firm dedicated to high-earning professionals. Here at Holcombe, we understand the complexity of wealth and the impact of taxation in our lives. You have income from a skillset that you have honed over the years and command a prem

Toman is a fintech company that provides various comprehensive financial solutions for businesses and individuals. As a financial service provider, Toman is committed to offering integrated and sustainable solutions tailored to the specific needs of its customers. With a focus on innovation and tech

Think of IMA Retirement as your retirement plan co-pilot. Whatever your vision, we make it our mission to help you maximize the benefits — and minimize the work — of offering a retirement plan. Our team of experts will streamline all aspects of your plan management, from innovative plan design and

RubinBrown Advisors is a wealth management firm based out of St. Louis, Missouri. We have additional locations in the Denver and Kansas City areas.

Connecting Finance Expertise with Growth