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Vintage Financial Services, LLC is a Ann Arbor, MI-based company in the Financial Services sector.
First Capital Payments is a Rochester, NY-based company in the Financial Services sector.
A counting company.
Donnelley Financial Solutions (DFIN) is a leading global risk and compliance solutions company. We`re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we`re there. And through it all, we deliver confidence with the right solutions in moments that matter.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.