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Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants. Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth. The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum. Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/ New episodes monthly!
Community Southern Bank is a Lakeland, FL-based company in the Financial Services sector.
Essex Mortgage is a privately-owned mortgage company based in Orange, California, founded in 1986. With around 220 employees, the company generates annual revenues of approximately $103 million. Essex Mortgage offers a diverse range of mortgage loan products, including conventional loans, FHA loans, USDA loans, jumbo loans, reverse mortgages, and down payment assistance programs. Their services cater to first-time homebuyers, refinancing clients, and real estate investors. The company employs experienced loan officers who provide personalized guidance throughout the mortgage process. Essex Mortgage also offers specialized mortgage subservicing solutions, focusing on leadership, transparency, and customer satisfaction. The company is committed to educating clients to make informed financial decisions and actively participates in community support initiatives, such as funding pediatric brain cancer research through the McKenna Claire Foundation. Essex Mortgage prioritizes building long-term relationships with clients through exceptional service and ethical practices.
Federated Bank is a Onarga, IL-based company in the Financial Services sector.
Hampton State Bank is a Hampton, IA-based company in the Financial Services sector.