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VFO LLC provides accounting and finance services to early stage start-up companies in any industry. From day-to-day bookkeeping activity to financial forecasts.
Assured Legacy is a health and life insurance agency that is partnered with multiple Insurance Companies to help clients find plans and policies that best fit their needs. Our Licensed Insurance Benefits Advisors guide clients through the process of assessing and understanding which benefit plans best align with their future needs and financial goals. Please visit assuredlegacy.net to learn more and schedule a no-obligation - complimentary consultation with a Licensed Insurance Benefits Advisor.
Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.
Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.