Sentry Group Wealth Partners
Sentry Group | Wealth Partners consists of a team of partners and professionals with a deep and diverse background of financial expertise.
The right financial plan begins by identifying your needs. Sentry Group will take the time to listen and learn about your unique situation. By putting your needs first,...
Semaphore Family of Companies
Semaphore Family of Companies is a financial and business management firm based in Irvine, California. Founded in 2002, the company specializes in providing comprehensive support to digital creators and influencers. Since 2009, Semaphore has played a significant role in the creator economy, helping clients transform their passions into sustainable businesses....
Schwartz Financial Services
Works with HNW clients on their 13 Wealth Management issues. We do Comprehensive Wealth Management for individuals, companies, foundations and trusts. Also consults on tax prep and tax planning. Over 40 years experience in Insurance and Investments. Over 30 years experience in Tax Prep. Michael L. Schwartz, RFC, CWS, CFS,...
Sapers Wallack Inc
Sapers & Wallack, Inc. is an insurance, benefits, and wealth management advisory firm based in Newton, Massachusetts. Founded in 1932, the company serves a diverse clientele across New England, including public and private businesses, family businesses, non-profits, and high net worth individuals. With an annual revenue of $14.4 million and...
Retirement Solutions Group
Retirement Solutions Group, in concert with RSG Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Overland Park, KS. Alan E. Becker, President, and Founder of both firms, has been in the financial services industry for almost 25 years. He is an Investment Adviser Representative held to...
Resource Bank NA
Founded in 1901 in Malta Illinois, Resource Bank was originally known as The First National Bank of Malta. Through the years the bank has expanded to its current size of seven offices throughout DeKalb County.
At Resource Bank, we believe the relationship between a bank and its clients should be...
Resonant Capital Advisors
Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018. Resonant serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses, entrepreneurs, and practice- or firm-owning professionals.
In addition to planning and investment solutions, Resonant provides business transition planning,...
Quiet Legacy Planning Group
Some people talk about changing the world. We help you do it.
Quiet Legacy Planning Group helps you enrich, empower, amplify, and inspire your impact through charitable giving.
We also provide consulting & fundraising training services to Canadian Charitable organizations.
Keystone Financial Group Ohio
We are a full-service financial firm based in the Columbus, Ohio area. We offer personalized financial services that create confidence and certainty during all phases of life, utilizing a variety of methods, customized strategies, and financial tools to help you grow and protect your wealth.
As a holistic planning firm,...
Kendall Financial Services
Kendall Financial Services is an independent practice management service dedicated to assisting physicians and other professional practices with managing their back-office bookkeeping and income tax requirements.
JustiFi
JustiFi is a fintech company that offers a comprehensive suite of white-label tools designed to help software companies and platforms enhance their fintech capabilities. The company focuses on providing a full-stack infrastructure for embedded finance solutions, aiming to create a fairer model for fintech services, particularly in payments, through its...
Jetty
Jetty is a financial services company focused on enhancing the financial experiences of renters and property managers. Operating as Jetty Insurance Agency LLC, it is licensed to sell property-casualty insurance and collaborates with State National Insurance Company for underwriting its products.
Jetty offers several services, including Jetty Deposit, which provides...
IZALE Financial Group
A boutique firm specializing in executive benefits, BOLI/COLI, fee income strategies, business continuation planning, and estate planning. Our clients' satisfaction is our paramount concern. IZALE Financial Group offers you deeply respected industry experience that spans four decades by providing our clients with extensive pre- and post-purchase services. We pride ourselves...
Inertia Ventures
Inertia Ventures is an early-stage venture fund that supports world-class entrepreneurs with intellectual, relational, and financial capital.
We focus on accelerating the growth trajectory of disruptive companies at the nexus of mature, complex, high-barrier-to-entry sectors, and emerging technologies.
IgnitionSystemsio
IgnitionSystems.io (ISio) is a provider of workflow automation and marketing systems, focusing on professional service firms in accounting, advisory, and financial services. Founded in 2018, the company operates globally and has assisted over 220 firms in generating more than $30 million in revenue. With a team of 22 employees, ISio...
I Was Broke Now Im Not
I Was Broke. Now I'm Not. was founded in September 2006 by Joseph Sangl who had a dream to teach people practical ways to win with their money. Joe had an initial goal of teaching 100,000 people with the first five years, this milestone has been accomplished ahead of schedule....
Hudson Wealth Management
We have been in business since 2009, previously under Farmers Insurance. In early 2016, we decided it would be best for us and our clients to become Hudson Wealth Management, an Independent Retirement Planning and Medicare Solutions focused firm. We are now able to offer our clients among the largest...
Horizon Planning Group Inc
Whether you're starting a business, reevaluating your investments, or looking to plan for a more secure retirement, our team of financial advisors at Horizon Planning Group can help you to navigate your finances with confidence. We don't take control of your finances—we help you to take control of your future....
Harvest Wealth Group
We provide comprehensive financial services for every stage of life, including investment strategies, risk management, and retirement design.