| Name | Title | Contact Details |
|---|
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Fuller and Thaler Asset Management, Inc. is one of the leading providers in Financial Services. It is based in Cleveland, OH. To find more information about Fuller and Thaler Asset Management, Inc., please visit www.fullerthaler.com
Marquette Partners is a Chicago, IL-based company in the Financial Services sector.
Schellman is a leading global provider of attestation, compliance, and certification services. Operating as an alternative practice structure as Schellman & Company, LLC, a top 100 CPA firm, and Schellman Compliance, LLC, a globally accredited compliance assessment firm, we can offer clients services as a CPA firm, an ISO Certification Body, a PCI Qualified Security Assessor Company, a HITRUST assessor, a FedRAMP 3PAO, and as one of the first CMMC Authorized C3PAOs. Renowned for expertise tempered by practical experience, Schellman`s professionals provide superior client service balanced by steadfast independence. Schellman`s approach builds successful, long-term relationships and allows our clients to achieve multiple compliance objectives using a single third-party assessor.
Claims Recovery Financial Services, LLC is a Albion, NY-based company in the Financial Services sector.