Sawyer Wealth Management
We are a family of trusted wealth preservation professionals dedicated to your security and legacy. At The Sawyer Group, we provide quality guidance and strategic solutions for the financial and estate planning concerns of our clients. We are professionals that have developed a system that educates our clients in planning...
Sandy Morris Financial and Estate Planning Services LLC
Sandy Morris Financial Services is a full service financial advisory firm with over 1,000 clients in the Tampa area alone. The company takes a comprehensive approach to retirement planning and can help give you the security and flexibility you need to develop a custom retirement portfolio. This in-depth knowledge and...
JAG Capital Management LLC
JAG Capital Management actively invests for institutions and individuals in highly selective, customizable, and nimble equity and fixed income strategies. JAG is boutique, independent, and employee-owned.
GlobeFlex Capital
GlobeFlex Capital is an independent employee- and women-owned institutional investment manager with U.S., international and emerging market equity expertise. We were founded in 1994 with the primary objective of providing superior equity investment management services coupled with exceptional client service. We are committed to innovation and organized to constantly challenge...
GLOBALT Investments
Globalt is a leader in building portfolios that focus on the changes in the global market place. The global economy and markets continue to be very volatile and unpredictable in nature. Our goal is to provide a steady hand to guide you in this journey of ever-changing markets.
Globalt Investments...
Frich Money
Frich Money, based in New York, is a financial services company that offers a social finance platform tailored for Gen Z. Founded by members of this generation, Frich aims to create a space for young adults to discuss and learn about financial matters. The company has a team of around...
FloatMe
FloatMe is a financial technology company based in San Francisco, California, founded in 2017. The company focuses on helping users manage short-term cash flow and avoid overdraft fees. Since launching its mobile app in 2020, FloatMe has assisted members in saving over $50 million in overdraft fees.
FloatMe offers cash...
First Financial Security
First Financial Security, Inc. (FFS) is a national insurance agency based in Johns Creek, Georgia, established in 2006. The company collaborates with leading insurance carriers to offer a range of financial security solutions throughout the United States. With around 463 employees and an annual revenue of $23.8 million as of...
Ephrata National Bank
Ephrata National Bank, established in 1881, is a historic financial institution in Lancaster County, known as "The Grand Old Lady of Main Street." Founded by William Sener, the bank has been a vital part of the community for over 140 years, emphasizing personalized service and community involvement.
The bank is...
FinFit
FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over 185,000 organizations throughout the United States. Our SaaS-based model is designed to address the diverse financial needs of employees, offering a wide range of solutions aimed at promoting positive financial behaviors and...
Financial Pathways of the Piedmont
We help individuals and families resolve debt; learn to budget and use credit wisely; avoid foreclosure and other financial crises; and set and meet financial goals such as saving for education or for homeownership. We serve clients via classes in financial literacy and other specialized topics; one-on-one counseling and coaching;...
Dan White Associates
EXPERTS IN RETIREMENT AND FINANCIAL PLANNING
Dan White is an Official Ed Slott Master Elite IRA Advisor
As a member of Ed Slott's Elite IRA Advisor Group℠ Dan White trains with Ed Slott and his team of IRA Experts on a continual basis. All members of Ed Slott's Elite Advisor...
Copley Financial Group
Copley Financial Group, Inc. is a local San Diego retirement planning company. We provide retirement planning, wealth management, financial planning, and other solutions to individuals and families that are nearing or already enjoying retirement.
Our mission is to provide our clients with innovative strategies that help give them the financial...
Betterment
Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading...
Bank of the Plains
As a community bank, our investment and commitment to the communities we serve can be seen throughout history, and our strategic plan reflects our ongoing commitment to rural community service. Our vision is to grow with the communities we serve and expand our banking footprint with like-minded partners.
Bank of...
Achieve
Achieve is the leader in digital personal finance, built to help everyday people thrive. Achieve offers innovative digital financial solutions including home equity loans, personal loans and debt resolution, as well as financial education.
From the single parent trying to catch up on bills to the entrepreneur trying to make...
Able Works
Our mission is to equip individuals with financial education, life skills and assets that enable them to live free from oppression and poverty.
Our vision is to live in a society where every individual has the ability to fulfill their greatest human potential.
Our programs empower youth and young adults...