| Name | Title | Contact Details |
|---|---|---|
Monica Rogan |
Chief Operating Officer | Profile |
Family First Federal CU is a Orem, UT-based company in the Financial Services sector.
Long Island Development Corp is a Bethpage, NY-based company in the Financial Services sector.
We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Jpj Investments is a Shreveport, LA-based company in the Financial Services sector.