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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.
Acorn Financials is a Fairfax, VA-based company in the Financial Services sector.
Pacific Capital Bancorp (PCB) is a community bank holding company providing full service banking, including consumer and commercial lending, trust and investment advisory services, and other consumer and business banking products through its.
kern federal credit union is a Bakersfield, CA-based company in the Financial Services sector.
Fattmerchant is an integrated payment technology provider that revolutionizes the payment processing experience for business owners through real-time data analytics, transparent subscription pricing, and award-winning customer service. Instead of percentage markups and hidden fees, Fattmerchant offers business owners the lowest cost of interchange for a flat, monthly subscription saving members thousands of dollars each month. In addition to these savings, members also benefit from real-time insights and analytics to drive their businesses. Through Omni, Fattmerchants robust integrated payments platform, members can view sales and customer information, integrate directly into their ERM and eCommerce solutions, access merchant management, and enjoy a robust marketplace of additional applications. Their real human team is always ready to answer any call, email, or chat. The Fattmerchant payment experience simplifies the most vital aspects of running a business in one convenient location - no hassle, no headaches, and no strings attached!