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Family Office Exchange (FOX) is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. Founded in 1989, we strive to make wealth owners, family office executives and advisory firms more effective at preserving and enhancing their financial, human, and intellectual capital.
Sunrise Appraisal Group is a Montebello, CA-based company in the Financial Services sector.
Desq is a specialty accelerator platform established to empower entrepreneurial underwriters to launch and manage their own MGAs
Community Bank of the Bay is one of the leading providers in Financial Services. It is based in Cooper, TX. To find more information about Community Bank of the Bay, please visit www.communitybankbay.com
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.