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Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Flywire is a leading provider of international payment solutions, connecting our clients with other businesses and consumers on six continents. Introduced six years ago as a way for international students to pay their tuition for studies abroad, Flywire is now used by over 1,200 clients across 18 countries around the world. The company processes billions in payments per year from 220 countries and territories, via bank transfer, credit card and e-wallet solutions, in over 100 different local currencies. Convenient, fast and secure, Flywire’s scalable platform provides currency conversion at exchange rates that can offer significant savings when compared to home-market banks and credit card providers. The company also supports its clients with end-to- end customer support including multilingual servicing via phone, email, and chat, as well as 24/7 online payment tracking. Company investors include Bain Capital Ventures, Spark Capital, FPrime Capital (formerly Devonshire), Accel Partners, and QED Investors. Headquartered in Boston, Mass., Flywire also maintains offices in Valencia, Spain, Shanghai, Singapore, London, Manchester, Tokyo and Sydney
Cal Coast Financial Corp is a Fremont, CA-based company in the Financial Services sector.
Financial Professionals Group is a Lake Forest, CA-based company in the Financial Services sector.
Inspiration Corp is a Chicago, IL-based company in the Financial Services sector.