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Eagle Global Advisors, LLC serves as an investment advisor to a wide spectrum of both individual and institutional investors. Eagle works with clients in one of two ways: via traditional relationships with clients who work with us directly, or via indirect relationships where an intermediary (financial consultant or advisor) knows and works with the client. While Eagle has many direct clients – a significant number of whom have been with the firm since day one – We have deliberately grown our business by seeking strategic partnerships with financial intermediaries. Doing so allows Eagle to gain operational leverage that allows the firm to focus its resources, both financial and human, on Eagle`s core competency – managing money.
PKF Texas is a premier middle-market CPA firm in Houston, with a 37-year history focused on assisting entrepreneurial-minded businesses. We provide services in audit, accounting, domestic and international tax, entrepreneurial advisory, outsource and co-source accountancy, profit enhancement, employee benefit plan audits, fraud and forensics, internal audit and internal controls, state and local tax, incentives and credits to emerging and middle market companies across many industries. Through PKF International and the Leading Edge Alliance, we have access to worldwide resources.
Fulcrum Capital Partners specializes in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses.
Credit is a West Hartford, CT-based company in the Financial Services sector.