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You should be spending time doing the things you love with the people that matter most. Your retirement and the decisions you make today can have a significant impact on your tomorrow. Here at Resource, we help you understand your financial situation by identifying your goals and challenges, then together we create a unique plan to get and keep you focused. We are passionate about education and strongly believe you deserve to be informed about the financial choices in your life. This passion has translated into over thirty six years of educating our local community in financial management. Our goal is to be one of your most trusted advisors Our team of experienced financial advisors is dedicated to helping you achieve and preserve your financial security. We specialize in wealth management and retirement income planning, offering an array of services that fit your unique situation. For disclosures, please visit our website.
Theorem Fund Services offers a comprehensive service offering which includes fund administration, investment manager accounting, and compliance. Our highly trained staff which are complimented with robust technology work seemingly together to ensure accurate, timely, and customer service driven experiences for our clients.
Accelerate Venture Holdings is a relationship-based firm focused on engaged people, creative products, proprietary distribution channels, and revenue scalable companies. We invest in organizations that are innovative, emerging, trend centric, and have leading competitive positions in defendable markets. We are passionate about the automotive and solar industries and we love to help local businesses. Our love of enterprise continues to drive our expansion into new verticals every year.
Lally & Co. is a CPA and business advisory firm specializing in simplifying and solving complex tax, accounting, and business issues. From our offices in Pittsburgh, Pennsylvania, we serve privately-held businesses and affluent families throughout the nation. We apply customized tools and resources to meet the needs of each client and provide them with complete confidence and peace of mind. Although each client’s specific needs vary, two things remain constant: the need to understand complex issues and provide our clients with substantial explanations, services, and solutions.
Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona. We have helped many individuals and small businesses succeed over the years and would welcome the opportunity to serve you also. We know that many people associate CPA or Accountant with the word Tax, however, we do so much more. Looking at the entire picture of your personal or small business financial condition is vital in planning a strategy for your future success. As professional consultants, we are here to help you with personalized and friendly help.
Douglas-Guardian Services Corporation provides timely, thorough, and accurate inventory verification services, helping to minimize risk with customized, high-value solutions designed for today's demanding marketplace.
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $11.8 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.
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!*****
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Since 2010 Meadowbrook Financial Mortgage Bankers Corp. has been offering the best in home loan products, services and more. We're strive to be the best in the business so we can serve our clients with the knowledge and professionalism that they can count on. We offer a full suite of home financing solutions to fit nearly any budget and are constantly adding to our suite of products so we can offer every possible opportunity for homeownership. Being a direct lender (not a broker), we are able to be more flexible than banks. Our goal is to find the best finance solution for our clients and provide them with outstanding service they can’t find anywhere else.
Singer Wealth Advisors,LLC is an SEC registered investment advisory firm
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Founded in 1949, Beene Garter quickly established a presence in the Grand Rapids community. We became known as West Michigan’s largest independently owned certified public accounting and business consulting firm. In 2022, Beene Garter merged with Doeren Mayhew, the 60th largest U.S. certified public accounting and advisory firm. Together, we bolster our existing service line offerings and industry expertise, while also broadening technical and industry capabilities beyond our current reach. With more than 500 people in nine offices in Michigan, Texas, Florida, North Carolina and Europe, we focus on providing a unique client experience matched with the expertise and knowledge you expect.
Arivo is a subprime indirect auto lender, hyper focused on the brand promise of simplifying the auto lending experience. By streamlining lending process for subprime auto lending, Arivo expands its operations through technology, automation, and data-driven intelligence.
Since 2008 and with Billions of dollars processed, iCheckGateway.com has served businesses ranging from small local family operations to enterprise level publicly traded corporations across the United States by bringing together the best of both ACH and Credit Card Processing into consolidated payment gateway and technology solutions. We offer a variety of integrated payment processing technologies to promote seamless integration advantages, enhanced business processes, streamlined cashflows, and data rich reporting options. Our primary market strategy is based on partnering with independent sales organizations, software vendors, and banking institutions across the United States to provide businesses with streamlined and flexible payment technology solutions. Some of our services offered include: Online Terminal, Auto Recurring Payments, Custom Hosted Payment Portals, Mobile Payment Processing, Hosted IVR Payment Solutions, Email Invoicing, SMS Text Invoicing/Donations, Check Verification, Ecommerce Shopping Cart Integration, QuickBooks Desktop Plugin, QuickBooks Online Integration, API Implementation Support, Convenience Pay, and more! As we continue to expand our sales relationships and customer footprint, we are also ever enhancing our technologies and service offerings. The goal is to deliver an all in one payment solution to capture multiple payment methods across a wide range of peripheral origination technologies while focusing heavily on data security and ease of use. As an employer, iCheckGateway.com is experiencing rapid growth while remaining team focused, employee loyal, and opportunity rich.
TowerPoint is a telecommunications infrastructure and real estate investment company focused on the acquisition, development, and management of premium digital infrastructure assets throughout North America. OUR PLATFORM The TowerPoint platform owns and operates one of the largest privately-held portfolios of mission-critical, macro cell towers, rooftops, and land cell sites in the United States. Our rapidly growing portfolio offers a variety of mobile network operators a diverse array of deployment options for 4G and 5G technologies. Our dedicated asset management team and tenant services group focuses on providing our customers industry leading speed to deployment, while creating long term value for our real estate partners. The company’s headquarters are located in Atlanta, Georgia, with a west coast division in San Diego, California. OUR STRATEGY TowerPoint grows primarily through acquisition. The firm has a broad investment mandate targeting US-based digital infrastructure. We specialize in acquiring and managing rooftops and alternative infrastructure supporting macro-cell base stations, macro cell towers, and a variety of real estate underlying mission critical wireless networks. We participate in a variety of transaction types, including direct assets purchase, joint ventures, whole company acquisitions and loans. Qualified transaction sizes range from $.250 million up to $500+ million. OUR LEADERSHIP TowerPoint’s senior management team possesses over 60 years of combined experience with deep expertise in financial services, telecommunications, and real estate. The firm’s principals have participated in over $5 billion in transaction volume across multiple sectors and share a collective commitment to excellence in creating value for our customers and partners
Backed by more than 20 years of experience, the DebtBlue team is committed to helping individuals and families get back on their feet financially. By reducing the principle portion of your credit card debt, department store bills or medical bills, DebtBlue clients can get out of debt more quickly and regain the financial stability that may be lost to the unexpected loss of a job, sickness, or divorce. The DebtBlue team is comprised of finance specialists who “speak the language” of debt settlement. We have deep connections throughout the creditor landscape, and we fight hard to maximize debt savings with every interaction we make on your behalf. This is your livelihood, your peace of mind, your good night’s sleep that’s at stake. And we get that. Our team is here to perform for you, negotiating the deepest reductions and terms for your best-case debt settlement. We serve with integrity, and our clients are the center of our debt settlement universe. Partner with a team that’s “been there, done that” when it comes to debt management. Our team of finance specialists works hard from our Dallas/Fort Worth headquarters and across the nation.
Instant Financial provides businesses with a free platform that offers employees earned wage access. By turning every shift into payday, workers have free real-time access to money they have earned but for which they’ve not yet been compensated. As a result, employers see improved employee engagement and retention.
Headquartered outside of Washington, D.C. and located regionally in Singapore, the Association for Financial Professionals (AFP) is the professional society committed to advancing the success of treasury and finance members and their organizations. AFP established and administers the Certified Treasury Professional and Certified Corporate FP&A professional credentials, which set the standards of excellence in treasury and finance. Each year, AFP hosts the largest networking conference worldwide for more than 7,000 corporate financial professionals. These websites are also part of AFP: AFP 2021 www.AFP2021.org The most important event for treasury and finance worldwide providing the very best in original, essential and unbiased content. Certified Treasury Professional www.CTPcert.org The leading credential in corporate treasury worldwide. Certified Corporate FP&A Professional www.FPAcert.org The leading credential in corporate financial planning and analysis worldwide. FinNext www.FinNext.org Where FP&A Professionals create what’s next. AFP Collaborate Collaborate.AFPonline.org The online community for treasury and finance professionals to ask questions, hear new ideas and provide feedback.
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas our firm currently holds $2 billion in client assets, many of which consist of real estate-related investments like residential, commercial, and rental properties, mortgage loans, tax liens, etc. We allow all other non-traditional assets, such as private placements, precious metals, foreign currency trading and futures trading. Advanta IRA ensures all elements of the facilitation of your account are performed properly and in compliance with IRS rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.
These materials are not from HUD or FHA and were not approved by HUD or a government agency. FAReverse LLC i/l/t/n Finance of America Reverse LLC is Licensed Mortgage Banker in the State of New York, but this site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site. ©2020 Finance of America Reverse LLC is licensed nationwide | Equal Housing Opportunity | NMLS ID # 2285 (www.nmls.consumeraccess.org) | 8023 East 63rd Place, Suite 700 | Tulsa, OK 74133 | AZ Mortgage Banker License #0921300 | Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #23647 | Kansas Licensed Mortgage Company | Massachusetts Lender/Broker License MC2285: Finance of America Reverse LLC | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Banking Department where Finance of America Reverse is known as FAReverse LLC in lieu of true name Finance of America Reverse LLC | Rhode Island Licensed Lender | Not all products and options are available in all states | Terms subject to change without notice | For licensing information go to: www.nmlsconsumeraccess.org
We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they can best manage future financial risks and provide valuable benefits to their employees.
