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Scharf Pera & Co., PLLC is a Charlotte area firm of highly trained certified public accountants and consultants. More than just another office of bean-counters and number-crunchers, ours is a team of business owners and professionals who understand the many demands on businesses and individuals. We don’t hire one-dimensional tax preparers, and we don’t take a narrowly focused approach to financial matters. Our personnel are encouraged to take initiative, take aggressive stands, and explore all avenues that might save you money or add value to your business.
DFCU Financial is one of Michigan’s largest credit unions with more than $5.4 billion in assets & currently operates full-service branches in Detroit, Ann Arbor, Grand Rapids & Lansing. We’re proud to be an award-winning workplace named a “Top 100 Workplace” by the Detroit Free Press & one of the “101 Best and Brightest Companies to Work For” in the Metropolitan Detroit & West Michigan regions.
MWR Financial is a company that focuses on providing financial solutions such as; income shifting, land-banking, private reserve banking & accounts. Now is the time to learn more about tax reduction, credit restoration, debt elimination and resolutions, and wealth planning so that you can secure a REAL future for you, your family, and your loved-ones! Services by Financial Experts Include: - CreditMAX - MoneyMAX - EquityMAX - WealthMAX *****Please Note: That all services are completed by IRS-backed financial experts who does ethical and moral filings to secure your financial freedoms. These are professionals and there are no middle-mans nor is it a SCAM nor SCHEME! You submit your own documentation, which is followed by a consultation by the Financial Experts!*****
At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain different options and earn your trust before offering possible solutions. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Spectrum Financial Group has roots tracing back to the 1900s and we are proud to continue assisting clients in their financial lives. With our main office in Dallas, TX, and satellite offices in Heath, Tyler, Longview, Nacogdoches, College Station, OKC and Shreveport, we help create financial stability and financial independence for thousands of clients. Learn more at www.Spectrumfg.com __________________________________________________ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201611-188302
Making a positive difference in the lives of others – that is what we do here every day. Life can be challenging, but it is easier when we are surrounded by people who care and support us. At PrimeWay Federal Credit Union, we have been helping enable members’ dreams since 1937. Whether that dream is buying a new home, being debt free or starting a new business, the professionals at PrimeWay care and are here to help. PrimeWay is a not-for-profit financial cooperative with multiple branches, local to the Houston area (including Harris County, Fort Bend County and Washington County). At PrimeWay we believe that the best way to build strong communities is to help the families in our community create their own financial strength. Through a combination of a knowledgeable professional team, technology and a full suite of accounts and loans, we help families and small business owners reach their dreams. Like many financial institutions you can find everything you need at PrimeWay from some of the best checking accounts to great loan rates and terms on autos, mortgages, home equity, business accounts and more. The difference is our team. We take pride in our work, are always looking to improve, and want to make this corner of the world just a little bit better. Along the way, we believe it is important to support one another, help each other grow professionally and have fun!
Fidelity Bank has been lending a helping hand for 110 years. At Fidelity, our mission is HERE FOR GOOD. We seek to continually improve and enhance our rich heritage of over 100 years. “Here for Good” means helping families and businesses thrive in the communities we serve. We have helped to build the communities we live in and made the dream of homeownership possible for countless clients. Over time, we have expanded our services to become a full-service financial institution offering personal and business checking, savings and loan products. Fidelity Bank is committed to delivering World Class Client Service via our 18 branch locations and our online and mobile banking experience. We provide our clients the convenience to do their banking in the manner that best fits their lifestyle.
JR Capital aims to unlock growth for businesses across the United States by providing timely, custom-tailored equipment financing and strategic working capital solutions.
Wilks Brothers is a multifaceted, family-based partnership headquartered in Cisco, Texas. We invest in relationships and recognize the value in people, communities, and businesses. Our customers are not a number; they are a name, a family member, a friend. In the good times and in difficult times we treat them all equally – exactly how we want to be treated. We believe that business is not just about profit – it is personal too. At Wilks Brothers, we respect the people that make our business grow: our employees and our customers. Our goal is to develop mutually beneficial partnerships utilizing our core values of: Faith, Integrity, Team, Growth and Loyalty.
JMS proudly provides delivery of unclaimed property consulting services through a channel of seasoned unclaimed property professionals, with diverse professional backgrounds. We have attorneys, CPAs and statisticians as part of our firm's professional network. We specialize exclusively in the area of unclaimed property, with a combined 50+ years of experience to draw upon. With this type of professional diversity, not only can we provide insight into the various unclaimed property compliance issues that could impact your organization, but also how those issues affect your other business processes and objectives. Our Vision To be the provider of choice for all matters of unclaimed property, and develop a clientele that appreciates and embraces our core values. Our Mission To help our clients mitigate risk and capitalize on opportunities resulting from accurate and properly managed unclaimed property compliance. Core Values •Straightforward – we are honest and direct in our interactions with you •Pragmatic – our solutions are tailored to your situation; we strive to find the right balance for your budget and particular consulting needs •Adaptable – we don’t believe in problems, only solutions waiting to happen; we put our creativity and undeterable passion to work for you while achieving the highest degree of accuracy possible •Determined – we align our consultation with your interests, and will zealously defend those interests as if they were our own •Responsive – we believe in constant communication with our clients to ensure that we are delivering on our promises to your satisfaction
IntrinsiQ Specialty Solutions is the leading provider of electronic health records, practice financial management solutions, and pharmaceutical analytics in the independent physician specialty market. They provide software solutions to over 6,000 specialty physicians across the United States and provide analytic solutions to life sciences companies within the specialty drug market. For analytics solutions for life sciences, visit intrinsiqanalytics.com. For software solutions, services or clinical and business intelligence for providers visit intrinsiq.com. IntrinsiQ Specialty Solutions is part of AmerisourceBergen. AmerisourceBergen provides pharmaceutical products, value-driving services and business solutions that improve access to care. Tens of thousands of healthcare providers, veterinary practices and livestock producers trust us as their partner in the pharmaceutical supply chain. Global pharmaceutical manufacturers depend on us for services that drive commercial success for their products. Powered by our 20,000 associates, we are united in our responsibility to create healthier futures. AmerisourceBergen is ranked #11 on the Fortune 500, with more than $146 billion in annual revenue. The company is headquartered in Valley Forge, Pa. and has a presence in 50+ countries. Learn more at amerisourcebergen.com.
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Tofu Self-Employed Tracker is here to alleviate stress from the busy lives of self-employed. We created this app keeping in mind how hard it could be to manage your own business. Tofu allows you to create and send invoices instantly, record all your receipts, and calculate your taxes with ease. No longer will you have to spend countless hours poring over tedious paperwork.
𝐖𝐞𝐥𝐜𝐨𝐦𝐞 𝐭𝐨 𝐈𝐁𝐍 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬, 𝐋𝐋𝐂 - 𝐘𝐨𝐮𝐫 𝐓𝐫𝐮𝐬𝐭𝐞𝐝 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬! With over 24+ years of experience in the financial sector, we are specialists in providing outsourced finance and accounting services, tailored specifically to clients in the US and UK markets. Our extensive expertise encompasses meticulous bookkeeping, efficient accounts payable/receivable management, and strategic Chief Financial Officer (CFO) services. What sets us apart is our adaptability to the evolving financial landscapes of different regions. We ensure compliance and optimization in both the US and UK markets, making us a valuable partner for businesses of all sizes. But we're more than just number crunchers; we're your strategic allies in achieving financial clarity and success. Our team excels in multiple accounting software, allowing us to offer customized solutions to meet your unique needs. Whether you're a startup navigating early financial challenges or an established enterprise seeking to streamline your financial processes, our seasoned professionals are equipped to guide you every step of the way. At our core, we believe in building lasting partnerships based on trust, integrity, and excellence. We pride ourselves on delivering insights and strategies that drive financial efficiency and growth for our clients. 𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐚𝐧𝐝 𝐅𝐚𝐜𝐭𝐬 - 24+ years of global Business Process servicing experience. - 10000+ satisfied clients in 10+ countries. - Top-tier talent with multinational corporate experience. - 10 Million client's customer transactions processed annually. - ISO 9001:2015 & 27001:2022 Certified Processes for Quality and Security
Suncoast Credit Union is the largest credit union in the state of Florida, the ninth largest in the United States based on membership, and the 10th largest in the United States based on its $12.6 billion in assets. Chartered in 1934 as Hillsborough County Teachers Credit Union, Suncoast Credit Union currently operates 74 full-service branches and serves more than 928,000 members in the following 39 Florida counties: Alachua, Brevard, Broward, Charlotte, Citrus, Clay, Collier, DeSoto, Dixie, Duval, Gilchrist, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Indian River, Lake, Lee, Leon, Levy, Manatee, Marion, Martin, Miami-Dade, Monroe, Orange, Osceola, Palm Beach, Pasco, Pinellas, Polk, Sarasota, Seminole, St. Johns, St. Lucie, Sumter and Volusia. Since its founding in 1990, the Suncoast Credit Union Foundation has raised and donated more than $32 million to organizations and initiatives that support the health, education and emotional well-being of children in the communities that the credit union serves.
At Primeritus Financial Services, Inc., we provide our clients with value-added, outsourced repossession management and skip tracing services, leveraging a national network of certified agents and unique investigative techniques to quickly and reliably secure our customers’ collateral. Primeritus was created to lead the industry into a new era of repossession servicing. We will seek to attract and acquire the finest talent and resources in the industry to meet these objectives. We will partner with the best service providers available as well. Our Commitment: • Act with integrity • Build a winning team • Deliver superior results • Seek continual improvement • Breed deep customer loyalties
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. *As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn. The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
Cetera Advisor Networks is an independent broker-dealer that was founded in 1983 as Financial Network Investment Corporation, a pioneer on the emergent independent-contractor broker-dealer scene. It was built on the belief that financial advisors could enjoy even greater success by joining high-performance teams offering local support and guidance while sharing best practices across a nationwide network. From that belief, the firm's hallmark regional model was born – a model that built the firm into one of the nation's largest and most successful independent broker-dealers. Cetera® Advisor Networks LLC, member FINRA / SIPC.
gain provides a service to manage LOPs on behalf of healthcare practices so that doctors can focus on treating more patients and getting great outcomes. gain’s LOP Servicing is a package of technology, people and processes that is proven to deliver higher reimbursements, at a lower cost, without impacting referrals. gain’s proprietary platform uses machine learning to track LOPs and capture settlement values from tens of thousands of underlying lawsuits. This massive comparative data set feeds our artificial intelligence (AI) engine which the gain team uses to optimize the repayments for your LOPs. gain offers a private label option where all communications are performed under the provider’s name.
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit www.rothschildandco.com
Stori’s mission is to democratize credit card access to the 80 million underserved Mexicans. Our team is powered by experience and expertise from 100+ years working in the top consumer finance, banking and technology companies including Mastercard, Capital One, Intel, Morgan Stanley, and GE Capital. Our amazingly talented colleagues collaborate across three global offices - Mexico, U.S. and China - in developing leading edge products and technology. We have raised $50M making us one of the top-funded startups in the region. We are backed by high-profile global venture capital funds like Lightspeed, a top-10 silicon valley fund who has invested in Unicorns like Affirm and Snapchat. We are already on our way there - as a top credit card issuer in Mexico, we are quickly becoming a leading financial service provider. More than one million Mexicans have applied for our Stori card.
BrightFi helps community banks & credit unions through their digital transformation with our scalable, cloud-based banking platform, which allows them to configure, test, and launch new digital banking products, or offer banking-as-a-service, at a fraction of the time and cost. By integrating optimized back-office workflows into their technology platform, BrightFi Services significantly reduces the cost to serve a bank's customers. We built a banking platform from the ground up to better serve the people who need it. The best part is, we're sharing our solution with the world. We work with innovative non-banks, community and regional banks to deploy digital banking platforms, faster and cheaper than ever before.
