| Name | Title | Contact Details |
|---|
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
Accord Financial Corp., founded in 1978 and traded on the TSX (symbol: ACD), is one of North America`s leading independent commercial finance companies. Serving clients throughout the US and Canada, Accord helps businesses manage cash flow and maximize opportunities with a broad range of asset-based lending solutions, including: accounts receivable financing, inventory finance, equipment leasing, trade finance, and film/media finance.
Bay Federal Credit Union is a full-service, not-for-profit financial cooperative. We provide personal and business banking services but, unlike a bank, we`re owned by our account-holders — members like you! Our goal is to be better than a bank by delivering outstanding service, competitive savings yields, low loan rates, and many low and no-cost services. Our Board of Directors is made up of unpaid volunteers who oversee the strategic direction of the credit union, always with the safety and security of your money as the number one priority.
Rubin and Raine is a Eatontown, NJ-based company in the Financial Services sector.
GlobeInvest Capital Management Inc is a Toronto, ON-based company in the Financial Services sector.