Sentinel Financial Group
Sentinel Financial Group is a specialist investment, wealth management and technology company.
Our culture is conservative and our first instinct is to protect client funds. However, our mindset is modern and strongly embraces innovation.
Sentinel assists with the complete spectrum of investment management from portfolio design through to client presentation,...
Independent Solutions Wealth Management LLC
Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model for a low fee.
The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent...
First Long Island Investors LLC
First Long Island Investors is a wealth management company dedicated to providing individualized advice and counseling in the preservation, growth, and administration of liquid and illiquid wealth for high-net-worth individuals, families, and select institutions. We strive to provide our clients with sound advice, best-in-class service, and an unparalleled level of...
FINVIA
Wir bringen das Multi Family Office in das digitale Zeitalter. Als erster Anbieter kombinieren wir für unsere Kunden das Beste aus beiden Welten: Einerseits exzellente und ganzheitliche Beratung durch unsere Experten, andererseits eine moderne, digitale Plattform, die alle Daten verständlich aufbereitet, bewertet, und jederzeit abrufbar macht.
Consilium
Consilium offers a wide range of innovation solutions for independent financial adviser practices and financial institutions.
We recognise the value of advice and support the quality, reputation and reach of financial advisers across New Zealand, through innovation and globally recognised best practice systems. With a clear purpose to champion professional...