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Wealth Planning Corp is a Cincinnati, OH-based company in the Financial Services sector.
CS&L CPAs is a full service public accounting firm that was established in 1954` We provide taxation, accounting, auditing and consulting services to individuals, businesses and organizations` CS&L is a widely recognized name in the community due to the outstanding reputation of our preceding partners: Bob Christopher, Rick Smith and Ed Leonard` We are comprised of approximately 50 professional staff members, including seven Principals, between our offices in Bradenton, Sarasota and Tampa (opening August, 2015)` We pride ourselves on our commitment to understand each client’s unique situation, provide a high quality service experience, and offer exceptional solutions based on our clients’ personal goals or business objectives` Our Principals and staff are highly involved in the surrounding communities; many serve on local non-profit boards, frequently attend community meetings and events, and support a variety of charitable activities` CS&L has been named “Small Business of the Year” by the Sarasota Chamber of Commerce, a “Best Place to work in Tampa Bay” by the Tampa Bay Business Journal and a “Best Company to Work for in Florida” by Florida Trend Magazine` We are a member of CPAmerica International, which allows us to offer our clients the best of both worlds: The attention of a local firm with the knowledge and resources of an international association`
On May 1, 2009, TMST, Inc., formerly known as Thornburg Mortgage, Inc. and its subsidiaries filed for Chapter 11 bankruptcy protection in the United States Bankruptcy Court for the District of Maryland (Jointly Administered under Case No. 09-17787). By Order of the Bankruptcy Court dated October 28, 2009, a Chapter 11 Trustee was appointed. The Trustee is in the process of winding up the affairs of TMST and its subsidiaries and liquidating all of their remaining assets and claims for the benefit of creditors and equity holders. TMST and its subsidiaries have discontinued all other operations.
Premier Meetings and Recognition is a Irvine, CA-based company in the Financial Services sector.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.