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Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.
Hudson Valley Federal Credit Union is a Poughkeepsie, NY-based company in the Financial Services sector.
Illiana Financial Credit Union is a Calumet City, IL-based company in the Financial Services sector.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Murphy Lomon And Associates is a Des Plaines, IL-based company in the Financial Services sector.