| Name | Title | Contact Details |
|---|
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
Flex-Plan Services is a Bellevue, WA-based company in the Financial Services sector.
Raddon Financial Group is a Lombard, IL-based company in the Financial Services sector.
Aptia will be a trusted provider of pension and employee benefits administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We will manage programs covering over five million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. Aptia will have the expertise to excel in managing pensions, health, and insurance administration.
People's Credit is a Portland, OR-based company in the Financial Services sector.