| Name | Title | Contact Details |
|---|---|---|
Chris Reyes |
Chief Technology Officer | Profile |
North Park Cmnty Credit Union is a Indianapolis, IN-based company in the Financial Services sector.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
A S THOMAS is a Westwood, MA-based company in the Financial Services sector.
Companies focused on growth have sought the help of Insero & Co. for more than 35 years. During that time they have consistently experienced the peace of mind that comes from knowing their CPA firm takes the concept of integrity seriously. This commitment to quiet integrity means you won`t see a lot of flashy billboards or stadium advertisements for our firm, but you will see the face of your client service partner regularly - not just during tax time. That`s one of the differences you`ll experience with Insero. Our firm invests heavily in client service - defining it, articulating what it means, and conducting training with everyone in the firm on how to deliver it. All this is to ensure every person in our firm understands what it means to deliver on our promise of The Highest Standard.
Cliffside Capital is an independent, private equity investment firm focused on acquiring and growing strong middle market companies. Cliffside`s mission is to provide expertise, attention, and capital to contribute to the success of its management partners