| Name | Title | Contact Details |
|---|---|---|
Monica Rogan |
Chief Operating Officer | Profile |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Sausalito-based Breakaway Funding (www.breakawayfunding.com) is a pioneer in the Community Capital Marketplace (CCM), uniting traditional financing with equity crowdfunding to propel innovation, job creation and new opportunities for investors. Employing securities-based crowdfunding platform, Breakaway allows local businesses access to capital and flexible financing to meet their on-going capital needs by helping them to reach potential investors, including community financial institutions.
Financieren, Bedrijfsoverdracht, Investeren, Aankoop en Verkoop bedrijf, Vermogensbeheer, Crowdfunding,
Delvepoint is a Tallahassee, FL-based company in the Financial Services sector.
DoubleRock Corp, formerly Reserve Management is a New York, NY-based company in the Financial Services sector.