Companies

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eMoney Advisor, LLC ("eMoney") provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney's solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com. view company details

The Plexus Groupe is a progressive, innovative, nationally recognized commercial insurance brokerage and consulting firm with an international reach. We are dedicated to delivering a wide range of expert independent insurance advice and superior service in the areas of property & casualty, employee benefits, retirement plans, personal lines insurance, and technology services. We are a progressive firm stocked with a diverse group of energetic and passionate associates who thrive in a resource-rich client service focused environment. Our associates provide innovative insurance solutions within ... view company details

Headquartered in Irwin, Pennsylvania - We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 40 years, our diversified professionals get to know the needs of every client to deliver award-winning service. Built on a solid foundation, our relationships last for generations. We understand the skills and strategies that are necessary to help clients achieve their financial goals. Our experienced professionals know how to make the right moves when faced with the challenges of choosing the most suitable insurance products and financial se... view company details

James Capital Advisors, Inc. (JCA) is a commercial real estate brokerage firm that specializes in net lease and multifamily investment sales throughout the U.S. Originally founded by Mike James as "The James Group" in 2012, the firm rebranded to "James Capital Advisors" in 2018 and set out to develop the next generation of real estate brokerage services. In the 18 months that followed, the firm experienced 400% growth and established a new flagship office in Los Angeles, CA. James Capital Advisors operates on a transparency-driven shared client management platform. This allows us to avoid dupl... view company details

Zoe can help you find an independent, fiduciary financial advisor that sees the world the way you do. Aside from vetting their knowledge and process, we screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it. Curated matching: We understand that finding trusted financial advice is difficult, which is why we have handpicked financial advisors. (We reject ~95% of the advisors that apply into our network so you don't hav... view company details

OUR COMPANY Seventh Sense Consulting is a Virginia based, Minority-Owned, Small Business Administration 8(a) Certified, Service-Disabled Veteran-Owned Small Business (SDVOSB) providing acquisition and contract management support, as well as cyber support services primarily to Federal and State Governments. Coupled with decades of hands-on expertise, as well as an innovative mindset which includes solutions and tools, exceeding your expectations is our focus through a passionate pursuit of your mission outcomes. We provide consultation and support in the areas of Acquisition, Program Management... view company details

Envestnet, Inc., together with its subsidiaries, provides intelligent systems for wealth management and financial wellness in the United States and internationally. It operates through Envestnet and Envestnet Yodlee segments. The company's product and services suites include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, as well as sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship ... view company details

The Hackett Group, Inc. operates as a strategic advisory and technology consulting firm primarily in North America and European countries. Its executive advisory programs include best practice intelligence center, an online searchable repository of best practices, performance metrics, conference presentations, and associated research; best practice accelerators that provide Web-based access to best practices, customized software configuration tools, and best practice process flows; advisor inquiry, an inquiry service used by clients for access to fact-based advice on proven approaches and meth... view company details

Fivesky is an IT solutions advisor that provides security, cloud, next-gen infrastructure and managed services to companies across various industries. view company details

Genovese Burford & Brothers is an independent wealth and retirement plan management firm with over $2.9 billion under management*. Whether you're an individual, family, foundation, retirement plan, or institution, we help you reach your objectives through independent advice and disciplined strategies. Working side-by-side with you, we define realistic goals and build portfolios designed to yield results and meet your expectations. Securities, insurance, and advisory services offered through Royal Alliance Associates, Inc., member FINRA(www.finra.org)/SIPC(www.sipc.org). Additional advisory ser... view company details

Hearsay Systems develops a cloud-based advisory platform that offers client engagement solutions for the financial industry. view company details

Welcome to Financial Independence Group, Inc. We're an industry leader working with independent financial advisors and insurance companies, specializing in annuities, long-term care, and life insurance products. Since 1976, we've been representing some of the most competitive and financially stable insurance companies in the industry; building lifelong partnerships along the way. At Financial Independence Group, Inc., an advisor has a team of specialized marketers to contact, as well as a support staff available to answer any question and to follow up on the advisor's business. Are you ready t... view company details

Find, buy and manage all the leading technology services through a trusted advisor. Born in the cloud in 2009, AppSmart has grown into the industry-leading standard for IT buying and reselling. Our tightly integrated cloud ecosystem brings together top solutions, the most trusted affiliates, and our team of Cloud Success Specialists to globally enable and support organizations in obtaining desired business outcomes. view company details

Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. Hall Capital Partners does not endorse any third party postings or commentary. view company details

What does success look like for you? The answer will be different for every client and for everyone who joins our firm. Our dedication to custom-tailored service and great client experiences distinguishes us in the market, and we take the same approach to careers. There is no one-size-fits-all. Goals and needs differ, and change with time and circumstance. What remains constant is our dedication to top-of-market excellence and innovation in client service. We focus on what we do extremely well. This means we will not be all things to all people. But it means we are a highly valued partner with... view company details

Our value goes beyond our ability to help members reach their financial goals. At Generations, we strive to redefine the role of a credit union; to not be ‘just another financial institution,' but instead a trusted advisor and confidant. Established in 1940, Generations Federal Credit Union serves the Bexar County region with an award-winning suite of personal, business and youth banking products and services, including savings, checking, lending and credit cards. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer ... view company details

AARP (formerly the American Association of Retired Persons) is a United States-based interest group whose stated mission is "to empower people to choose how they live as they age." According to the organization, it had more than 38 million members as of 2018. AARP was founded in 1958 by Ethel Percy Andrus (a retired educator from California) and Leonard Davis (later the founder of the Colonial Penn Group of insurance companies). It is an influential lobbying group in the United States focusing largely on seniors issues. AARP sells paid memberships, and markets insurance and other services to ... view company details

Mercer is the world's largest human resources consulting firm. It is also the world's largest institutional investment advisor with over $10trn in assets under advice and more than $200bn in open architecture assets under delegated management. Mercer has also been ranked as the largest outsourced chief investment officer (OCIO) provider. Headquartered in New York City, Mercer has more than 23,000 employees, is based in more than 43 countries, and operates internationally in more than 130 countries. Mercer is a subsidiary of global professional services firm Marsh & McLennan, and Mercer's $4.3 ... view company details

McKAIG Chevrolet Buick, A Dealer FOR The People, is Not your ordinary car dealer. What makes us different? Why are we special? FOR The People Pledge: We are a Dealer For the people. That means we put our customers first, before everything else. We believe that everyone deserves a nicer, newer car or truck today. Our business is not selling cars. Our business is finding solutions to everyday problems that keep most people stuck in a car they hate. We're on a mission to change the world by helping people get the car, truck or SUV they want and deserve. My goal is to be a "Trusted Advisor" in the... view company details

Sonoma Academy is a dynamic coed, college preparatory high school providing a premier education to over 250 motivated learners from Sonoma, Marin, Napa, Mendocino, and Lake Counties. Sonoma Academy has a highly personalized academic environment, with an average class size of 12, one teacher for every ten students, and one advisor for every eight students.Our 34-acre campus is surrounded by over 1,000 acres of protected open space. Along with a rigorous curriculum, SA’s program offers opportunities to pursue arts, athletics, community service, international travel/study, environmental leadershi... view company details