CTOs on the Move

Goldstein and Dun Associates/A-1 Asset Managemen

www.gdcollectionagency.com

 
Goldstein and Dun Associates/A-1 Asset Management is a Monroe, CT-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Ace Ina Holdings Inc

Ace Ina Holdings Inc is a Philadelphia, PA-based company in the Financial Services sector.

TLDR

TLDR Global is an advisory firm that specializes in building companies and infrastructure for the new token economy.

The Trust Company of Manhattan

The Trust Company of Manhattan is a Manhattan, KS-based company in the Financial Services sector.

Heartland Credit Union

HCU is a Credit Union, which means we care about our members and not just their money. Mission: Delivering Solutions, Earning Trust, Building Relationships. That`s it...that`s what we do. Description: With so many choices out there for financial institutions, why choose Heartland Credit Union? That`s a question we are always striving to have an answer for. In a nutshell, HCU is different because we hear our members. We build our products and services around the ideas, recommendations and concerns that our members have expressed to us. We only offer solutions that we feel are in your best interests and we will never be the ones to put you in a position that you can`t financially afford to be in. Ultimately we know that we have to earn, re-earn and then earn again, your business. We don`t believe that just because we build it, you will come. We know that we have to back it up with the quality of service you expect and deserve, each and every time to come to us.

PagnatoKarp

PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.