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Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Reliance Bank FSB is a Fort Myers, FL-based company in the Financial Services sector.
Pension Services, Inc. is one of the countrys premier Third Party Retirement Plan Administration firms. We specialize in designing customized retirement plans to help business owners maximize contributions while also leveraging the 150+ years of our staffs combined industry experience to help plan sponsors avoid many of the common compliance issues that plague qualified plans nationwide.
Lone Star Bank is a Moulton, TX-based company in the Financial Services sector.
Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentrics platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentrics SaaS-based product suite unifies the communication of market and client data through a library of financial apps, with solutions including Communify Fincentric Markets Apps, Client Apps and Advisor Apps. Communify Fincentrics Knowledge Base of 4000+ unique data feeds and 500M+ page views per day also powers our advanced AI capabilities for the next generation of communication, automation and management of financial data.