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We are a broad-based accounting and tax, strategic planning, valuation and litigation advisory, professional staffing and strategic marketing firm with offices in Cleveland, Akron & Tampa. Our clients include closely-held businesses, public companies, individuals, partnerships, corporations, trusts & estates.
Kirkhaven is a Rochester, NY-based company in the Financial Services sector.
Spokane Firefighter'S Credit Union is a Spokane, WA-based company in the Financial Services sector.
Symcor is one of Canadas largest providers of business and payments processing services. Symcor supports multiple industry verticals including financial services, insurance, retail and telecommunications. At Symcor, helping our clients through their digital transformation is at the core of everything we do. Symcor has the Business-to-Industry (B2I) intelligence and expertise to accelerate change and the track record to execute it.
Spearhead is a boutique financial services firm exclusively focused on providing customized solutions for ultra high net worth investors, family offices, and asset management firms. We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies.