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t O’Connor Davies, LLP we believe that listening plus expertise equals understanding. This approach is evident in the diversity and depth of services offered to our clients, and in our commitment to meeting their unique challenges and goals. As a Certified Public Accounting firm, we provide accounting, auditing, tax and management advisory services to domestic and international clients. With roots reaching back to 1891, the Firm has grown significantly from its early beginnings. Accounting Today recently listed O’Connor Davies as a “Pacesetter in Growth” and “Leader in Audit and Accounting.” Our team includes more than 500 professionals led by 84 partners, all of whom remain actively involved through a distinctively hands-on approach to leading and managing clients. We have a strong regional presence, with seven offices located conveniently throughout New York, New Jersey and Connecticut, and are also capable of servicing clients on a national and international scale. The end result is a proven record of achievement in providing high quality service and building lasting client relationships. We have recently expanded our global reach, thanks to a membership in the PKF International network. This membership offers our professionals an increasingly global perspective and allows our clients access to a network of firms providing accounting and business advisory services in 440 locations throughout 125 countries.
You are a unique individual, with your own experiences, ideas and concerns about investing. Our process starts with an in-depth understanding of your goals, preferences and unique circumstances. We draw on our deep understanding of investing, and collaborate with you to deliver custom portfolios that match your requirements and meet your expectations. We blend asset classes, strategies and managers with complementary styles into broadly diversified portfolios that span a wide spectrum of global investment opportunities.
Bench is the largest bookkeeping service in America for small businesses. We organize the financials of small businesses, independent contractors, and entrepreneurs. Pairing our intuitive software with a live bookkeeping team, we combine the convenience and efficiency of modern technology with the expertise and time-savings afforded by a professional service to let business owners get back to doing what they love: running their business.
Excalibur Capital Management Inc. is a Toronto, ON-based company in the Financial Services sector.
Central Minnesota Federal Credit Union is a Melrose, MN-based company in the Financial Services sector.