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...
RISE Consulting
RISE provides financial consulting to closely-held business owners and their employees.
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...
Granville Group
Founded in 2010, Granville Group is a 100% minority-owned, consulting firm specializing in BOLI Portfolio Management, Executive Benefit Plans, and Compensation Consulting for financial institutions. The Firm is an associate member of both the American Bankers Association and the Texas Bankers Association. Granville Group is a past recipient of the...
Gideon Strategic Partners
Gideon Strategic Partners is a Registered Investment Advisor (RIA) based in Santa Monica, with additional offices in Los Angeles, San Francisco, New York, Miami, and Baltimore. The firm is dedicated to providing personalized financial strategies tailored to the unique circumstances and goals of each client. They specialize in tax-efficient and...
Eagle Rock A Greenberg Rapp Company
Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business...
Connecticut Wealth Management LLC
Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a...