| Name | Title | Contact Details |
|---|---|---|
Marc Kidwell |
Chief Information Officer | Profile |
Justin Smith |
Director Of Information Technology | Profile |
Directo Inc is a Norcross, GA-based company in the Financial Services sector.
Nova Sky Productions Inc. is a Markham, ON-based company in the Financial Services sector.
TD Retail Card Services is a Mahwah, NJ-based company in the Financial Services sector.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Generational Equity and its professionals work with middle-market business owners who are contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers, or divestitures. Our highly experienced Merger and Acquisition specialists provide insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for sale, or should the focus be on building value for a future sale? We regularly conduct informational one-day conferences that provide business owners with an overview of the process necessary to successfully sell a private middle market business for maximum value. The information presented in the conference is a vital part of a strategy to ultimately sell your business for the highest possible price. Our seasoned M&A professionals can help the business owner anticipate challenges and understand what needs to be done at every juncture of a transaction. For every client that goes to market, we prepare a customized marketing strategy that presents the business to the most appropriate potential buyers while maintaining strict Client confidentiality.