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The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
Positivly is a personalized advice platform to help advisors enhance outcomes and client engagement.
With over 60 million members, Credit Karma is working to make financial progress possible for everyone. Since 2007, we have been knocking down barriers that block the path to financial health, helping our members make informed choices and feel confident about their opportunities.
Dana Investment Advisors Inc is a Brookfield, WI-based company in the Financial Services sector.
Flexborrow provides short-term, asset-backed loans for individuals and business owners in need of short-term capital who wish to bypass the time-consuming, paper-intensive process of a traditional bank loan. Flexborrow allows clients to borrow up to $1,000,000 in 24 hrs., against personal luxury assets like high-end motor vehicles, luxury watches and jewelry, precious metals, fine art, boats, and more.