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Heritage Family Offices, LLP combines Tax, Law, Asset Management, Wealth Management, and Insurance practices to provide a specialized family office experience.
Populus Financial Group™ provides financial services through its family of brands including ACE Cash Express®, ACE Elite™ Visa® Prepaid Debit Card, ACE Flare™ Account by MetaBank®, and PORTE. Populus Financial Group delivers a broad range of financial products and services including short-term consumer loans, card services, check cashing, money transfers, bill payments and money orders. Visit PopulusFinancial.com for more information.
Staking Rewards is the central information hub and leading data aggregator for cryptocurrency staking. We provide insights and investment tools for private and institutional investors through unbiased & live staking market data, simplifying portfolio & calculator tools, and deep research analysis about the staking industry. Our API feed is being used by companies like Coinbase and Bitcoin Suisse. Founded in 2018, we’re the first and most trusted brand in staking. At Staking Rewards we believe that cryptocurrencies combined with yield-bearing strategies like staking will allow everyone in the world to establish sustainable passive income streams. This is why we’re on a mission to increase transparency, reduce entry-barriers and enable private users to become financially independent
Gomez & Company is a full service certified public accounting firm located in Houston, Texas. Our primary goal is to provide the highest level of quality service to our clients. In order to accomplish this goal, we employ the best professional people available. These employees then concentrate their expertise either in auditing and accounting, tax or consulting areas. The company was founded in August 1985. The firm adheres to the strictest ethical standards of the certified public accounting profession to provide independent and confidential professional services. Gomez & Company understands that to properly serve our clients needs and to provide our clients with the depth and breadth of experience needed, we must provide a multi-discipline approach in the form of auditing, taxation, and management consulting services. To achieve this result, we have assembled a team of professionals with diverse experience and expertise to provide the highest professional service to our clients.
Since 2000, our professionals have purchased over $1.5 billion in structured settlements, annuities, lottery receivables and other similar cash flows. We recruit and retain the best people in the settlement industry.
Rödl & Partner, a leading global professional services firm, provides you integrated audit, legal*, tax and business consulting solutions from its 107 wholly owned subsidiaries in 50 countries. You benefit from a single point of contact approach which is designed to meet and exceed the needs of your domestic and globally operating businesses. Since our 1977 formation in Nuremberg, Germany we have grown to more than 5,260 entrepreneurial professionals worldwide working with your success in mind. Rödl & Partner USA We have specifically tailored our accounting, auditing, tax and business consulting services to the unique needs of your foreign owned business in the United States of America. For more than 45 years our core practice has been serving the accounting and tax needs of primarily German speaking and other foreign owned companies operating in the U.S. Our headquarters is located in Atlanta, GA. We have other offices in Birmingham, AL, Charlotte, NC, Chicago, IL, Cincinnati, OH, Detroit, MI, Greenville, SC, Houston, TX and Manhattan, NY. *Rödl & Partner USA does not provide legal services.
On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18
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.
Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh’s heritage is being one of the nation’s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.
BrightStar Credit Union is unmatched in providing quality financial services to our members. We are among the largest credit unions in South Florida with over 58,000 members and over half a billion in assets.
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History of The Business In 1951, Bernard Rapport founded American Income Life Insurance Company with $25,000 of borrowed capital. Today, AIL is one of the nation’s largest providers of supplemental life insurance to labor unions, credit unions, and associations. What we do? We offer supplemental benefits to working families. AIL representatives develop long-term relationships with clients and meet clients where they are most comfortable. Philosophy Through national leaders, American Income Life advocates for key issues and campaigns, and invests in a public agenda reflecting core values important to all working people. Growth As other companies downsize, American Income Life and TWA continues to experience growth. AIL’s efforts are focused on creating more union jobs. Our Legacy : 2 Offices Opened 54 Workers Employed 330 Awards Won 30,000+ Satisfied Members
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.
We are Block Advisors by H&R Block. Our tax pros help small business owners get every credit and deduction they deserve—with tax prep available year-round and 100% accuracy guaranteed.
Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services. Carpenter Evert offers a wide range of services to Twin Cities businesses, non-profits and individuals. Services include: ~ Monthly accounting, bookkeeping, and payroll services for small businesses ~ Tax preparation and year-round planning for businesses and individuals ~ Accounting software consultation and training, QuickBooks Certified ProAdvisor ~ Business consulting including business start-ups, human resources, and marketing ~ Audit and assurance services customized for non-profits and small businesses Personal service and professional commitment has been our goal since 1985.
Looking for the best small business financing options? Reliant Funding can get you approved in just hours. Get the small business financing you need, fast!
Founded in 1980, Ned Davis Research Group is a leading independent research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.
Our mission is to drive long-term, sustainable growth that benefits all stakeholders – customers, employees, communities and shareholders. Jones began as a family business with a simple mission: to help communities, provide jobs and enhance lives. Today, Jones is a provider of private capital to a diverse group of middle-market businesses that share our common core values and our vision for long-term, sustainable growth.
Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing high-net-worth business owners, entrepreneurs and first-generation wealth creators and their families. With a distinctive family-office approach, Parcion provides financial planning and holistic wealth management solutions that encompass all aspects of their client’s lives. The Parcion team has years of experience in assisting business owners who are considering selling their companies and advocating for their clients’ best interests throughout the sale of the business, from cash flow optimization and tax mitigation, to estate planning and succession, and beyond. The firm offers entrepreneurs and business owners a single touchpoint for both their financial and non-financial lives, by streamlining and simplifying advice and solutions across its offerings, including investment management, wealth enhancement, wealth transfer, wealth protection, charitable giving and lifestyle and family support services.
The most powerful ideas, companies, and industries aren’t created overnight. With a community built on collective experience and fueled by curiosity, Slow understands the entrepreneurial journey. Investing at the center of technology and on the edges of science, society, and culture, Slow gives founders the resources, connections, experiences, and empathy required to build strong, sustainable companies.
All-in-one venue for entrepreneurs to streamline their small business-bookkeeping, tax prep and payroll processing with unmatched accuracy in a affordable way. Target customers are entrepreneurs, small businesses, professional companies, startups & tech companies, and small non-profit organizations.
