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Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.
Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial analysis, payroll administration and more. For more information, please visit supportingstrategies.com.
MetaBank's products and services directly address foundational financial needs, delivered through our national bank charter with proven risk and compliance expertise, to extend economic mobility benefits to all. This puts our Environmental, Social and Governance, and Corporate Social Responsibility policies at the core of our strategy. MetaBank only succeeds when the basic hierarchical financial needs of all members of our communities are met. By doing this, we ensure that MetaBank's stakeholders' priorities are aligned to help our communities move towards prosperity and success. Our people power all of this and are dedicated to making this happen across the communities we serve. Internally, increasing an promoting a diversity of perspectives across our organization is vital to achieving these shared economic mobility goals. By assuring our employee base reflects our customer base and the communities in which we work and live, we can better understand our stakeholders' challenges and align our solutions to provide greater access, choice, and financial opportunity for all. MetaBank is committed to expanding who and how the financial industry helps, and we strongly believe that financial enablement and economic mobility is fundamental for all. We want to help- and support these people that are part of the real economy- and provide them a pathway towards prosperity and success that they deserve.
Manay CPA Inc. is a full-service CPA firm located in Atlanta, USA, that provides financial and tax consultancy for local and international businesses while providing a global platform for investment into the United States. Manay CPA staff is composed of US and international professionals specialized in; ? New Business Formation and Consulting, ? Bookkeeping and Payroll, ? Tax Compliance and Planning, ? Sales Taxes and Business Valuations, ? Financial Guidance for Tech Startups, ? Financial and Retirement Planning, ? Financial Statement Preparation for VC investors. With over 20 years of experience in the business world, we serve all 50 States of America and we’ve had more than 5,000 clients, so far, with 500 million dollars of trade volume. ****************** 2001 yılında Atlanta, ABD’de kurulan Manay CPA Inc., Amerika Birleşik Devletleri dahilinde ve uluslararası alanda faaliyet gösteren işletmeler için çok çeşitli alanlarda hizmet veren, aynı zamanda yerel ve uluslararası firmalara finans ve vergi konularında uzman danışmanlığı sunan bir yeminli mali müşavirlik bürosudur. Hizmet verdiğimiz alanlardan bazıları: ? Amerika’da Şirket Kurulumu, ? Yabancı Sermaye, Teşvik ? Muhasebe Hizmetleri, ? Kişisel ve Kurumsal Vergi, ? Bordrolama, ? Finansal ve Hukuki Konularda Stratejik Danışmanlık. İş dünyasında 20 yılı aşkın tecrübemizle Amerika'nın 50 eyaletinin tamamında hizmet verebilir yetkiye sahibiz. Farklı sektörlerden, ticari hacmi 500 milyon doları bulan, 5.000'den fazla müşterimize mali müşavirlik hizmeti sunmaktan gurur duyuyoruz. Sunduğumuz mali müşavirlik, finans ve muhasebe çözümlerinin yanı sıra, ABD'deki yatırımlarınız için de kapsamlı danışmanlık hizmeti veriyoruz. Şirket kurulumunuzun her aşamasında size destek oluyor, girişiminizi bulunduğu eyaletin regülasyonlarına v IRS'e uyumlu hale getiriyor, vergi planlamalarınızı yapıyor, teşvik ve vergi avantajlarından yararlanmanızı sağlayacak finansal modellemeler kuruyoruz.
Founded in 2000 and based in Sheridan, Wyoming, Frontier Asset Management is an independent asset manager that offers downside-risk managed strategies for clients of financial advisors nationwide. We help financial advisors distinguish themselves by offering risk-managed investment strategies that take a different approach. With a Dynamic Downside Focus, an independent perspective with all non-proprietary funds, and strategies tailored to investors’ needs, we help advisors stand out – and rise above. Strategies offered include Core Strategies, Tax-Managed Strategies, ETF Strategies, Faith-Based Strategies, Specialty Strategies, and Multi-Asset Income Strategies. To learn more about Frontier, visit us at www.frontierasset.com.
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines — and the way people plan, save and invest was forever transformed. Today we’re America’s #1 independent financial advisory firm, recognized by Barron’s.* Awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have over 145 planner offices nationwide, and more than 1.3 million clients** trust us to manage over $270 billion*** in assets. Learn more at www.edelmanfinancialengines.com. * The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending, and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
Since 1999, JTaylor has provided cutting edge Advisory, Assurance and Tax services for a prestigious list of clients nationwide. Our highly qualified team of professionals delivers sound business solutions that are custom tailored to our clients’ specific needs. With a leadership team including former corporate CFOs and Controllers, as well as highly acclaimed CPA’s and CVA’s, our unrivaled staff and innovative tools provide a distinct competitive advantage that helps our clients and our team members thrive. With unique category experience, including healthcare consulting, valuation, mergers & acquisitions and more, our focused leadership experience has allowed us to cultivate a diverse team with expertise across a spectrum of industries and market segments, leveraging our collective capabilities to allow us to deliver solutions that evolve with your business. Our mission is to add value for our clients and for our employees through exceptional strategic leadership and a commitment to business growth. We provide accurate information and insights to serve our clients and to meet their expectations in a responsive, reliable and efficient manner. In doing so, we engender trust that not only contributes to business growth, but also builds relationships that are authentic, engaging and sustaining. At JTaylor, we don’t sell, we serve, and we believe the best measure of an Advisory, Assurance & Tax firm is how invested they are in your success. Isn’t it time you looked into JTaylor?
FUSE Autotech is a finance management system that consolidates online and in-store technologies for a seamless customer experience from start to finish. FUSE Autotech provides one, go-to application that streamlines vehicle transactions, reduces cost to sell, maximizes profits and ensures sustainability. Our easy to use, replicable process allows salespeople to create and close a deal from start to finish. FUSE Autotech lets your team shine with fast, easy, straightforward vehicle transactions that customers love. FUSE Autotech's proprietary software combines artificial intelligence, technology integration and process automation to streamline vehicle transactions. Shoppers are asking for a smarter, faster way to buy a car; FUSE Autotech is the answer. With FUSE, dealerships are able to close more deals by empowering their entire sales force to take a customer through a complete transaction - from start to finish.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
People deserve more from their money. More visibility, more control, more freedom. And since 2015, Revolut has been on a mission to deliver just that. With an arsenal of awesome products, we've helped 45+ million customers get more from their money. And we're not done yet. As we continue our lightning-fast growth, two things are essential to continuing our success: our people and our culture. We've been officially certified as a Great Place to Work™ in recognition of our outstanding employee experience! So far, we have 10,000+ people working around the world, from our great offices or remotely, on our mission. And we're looking for more. We want brilliant people who love building great products, love redefining success, and love turning the complexity of a chaotic world into the simplicity of a beautiful solution.
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Established in 1825, Liberty Bank is one of the oldest and largest mutual banks in the country. With more than $7 billion in assets, Liberty has 56 banking offices across Connecticut and one in Massachusetts. As a full-service financial institution, Liberty offers consumer and commercial banking, cash management, home mortgages, business loans, insurance and investment services. Named ‘Top Workplace’ by the Hartford Courant every year since 2012 and designated a 2021 Best-In-State Bank in Connecticut by Forbes Magazine, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.
Proof℠ is the world's first identity-assured transaction management platform. Developed by the same market leaders and experts who brought notarization online with Notarize℠, Proof offers trust in a digital world by verifying identities and securing transactions to protect your business and its customers. When risk is low and speed matters, get it signed. When the law dictates it, get it notarized. When trust matters, you need Proof.
We are a group of highly qualified mortgage professionals dedicated to providing a world class mortgage experience coupled with world class service. We strive to offer the best value, service, and process in the mortgage industry. It is our hope that just one transaction with us will result in you becoming a member of the JFQ family for life.
CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization, and Software-as-a-Service (SaaS) instant issuance. CPI has more than 20 years of experience in the payments market and is a trusted partner to financial institutions and payments services providers. Serving customers from locations throughout the United States, CPI has a large network of high security facilities, each of which is registered as PCI compliant by one or more of the payment brands: Visa, Mastercard®, American Express® and Discover®. Learn more at www.cpicardgroup.com.
WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration. WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs. HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful. WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k CONTACT US AT: E: [email protected] P: 314-824-5252
Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future. We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend. Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services. Interested in working at Neo? Join us as we continue to lead the way in the future of finance.
Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (PMR29153 7-19-21)
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We’re on a never-ending journey to change how you think about insurance—again and again. From a pragmatic chore to an opt-in lifestyle, from a transactional relationship to a community of the like-minded. We approach insurance with creativity, continually revisiting, redesigning, and reimagining how it can be a force for better living. We’ve got some new, exciting things in the works that you don’t want to miss, so turn those post notifications on! And– WE’RE HIRING! Our team is quickly growing so keep an eye out for open positions. We’re stoked that you’re here.
Established in 1985, Kearney & Company is the largest CPA firm in the country exclusively focused on the Government. Kearney has helped the Government improve its financial operations’ overall effectiveness and efficiency; increase its level of accountability and compliance with laws, regulations, and guidance; and protect its funds from fraud, waste, and abuse. We understand the Government’s need for efficiency and transparency. We leverage easy-to-deploy platforms in Amazon, Azure, Galvanize, UiPath, Tableau, and more. Our support enables Federal customers to harness cutting-edge technology to deliver their missions. Our staff of more than 700 employees – operating from our Alexandria, Virginia, headquarters and four satellite offices across the U.S. – specializes in supporting Federal operations at all levels.
ApplePie Capital is an innovative financial solutions provider dedicated to the franchise industry. ApplePie provides a wealth of financial choices for franchise entrepreneurs at every stage of their development, with a diverse and growing network of capital providers and financing solutions, including growth capital, SBA and conventional loans, and equipment financing. ApplePie’s franchise finance experts are focused on matching clients with the right option at the right time, maximizing their efficiency and reducing the headaches of working separately across individual lenders. For more information, visit www.applepiecapital.com
