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Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
Caruso Affiliated is one of the leading providers in Financial Services. It is based in Cedar Grove, NJ. To find more information about Caruso Affiliated, please visit www.carusoaffiliated.com
Weokie Credit Union is a Oklahoma City, OK-based company in the Financial Services sector.
Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today`s challenges to capitalize on what`s next with communications, technology and data and analytics solutions that help transform their businesses. The world`s leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.
Since 1941, Rehmann has provided one-on-one financial services to small businesses and middle-market companies throughout Michigan and beyond. As we celebrate our 75th anniversary in 2016, we have grown to become one of the largest CPA, business consulting and financial services firms in the Midwest with 800 associates in 19 offices located in Michigan, Ohio and Florida. Rehmann Robson, Rehmann Financial and Rehmann Corporate Investigative Services form a synergistic collection of business services that make up Rehmann. Through these divisions, we offer services in the areas of tax, accounting, assurance, business consulting, wealth management and corporate investigative services. Rehmann is also an independent member of Nexia International, allowing us to provide a global approach for our clients. We employ a forward-thinking service model called The Rehmann Experience that guarantees complete client satisfaction and confidence. The Rehmann Experience offers our clients access to associates from all service lines who are committed to working collaboratively to provide more ideas, more service and more experience. These associates believe that a client`s long-term success depends on working with people who care as much about their future as they do and strive to put your interests first. That`s how we deliver a better experience --The Rehmann Experience.