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Marlborough Savings Bank is a Marlborough, MA-based company in the Financial Services sector.
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.
Pefin is the world`s first AI financial advisor. We make it easier than ever to secure a happy financial future. Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes.
Teamshares Inc. is an employee ownership platform for small business, driven by proprietary software, education, and financial products. Its mission is to create $10 billion of new wealth for employees through stock ownership. The company buys traditional small businesses from retiring owners to make them 80% employee-owned within 20 years, and provides the companies with new leadership, financial education, equity management software, and financial products. Teamshares is the market leader for small business employee ownership, with 84 companies acquired to date. The result is a network of financially durable companies that never have to be sold again—to the benefit of retiring owners, employee owners, companies, and local economies alike. Founded in 2019, the company has 140 employees across the U.S. and Canada.
El Dorado Savings Bank is a Placerville, CA-based company in the Financial Services sector.