| Name | Title | Contact Details |
|---|---|---|
Kevin Jurrius |
Chief Technology Officer | Profile |
WealthAbility® is a leading financial education company created by CPA, CEO, Author and Speaker Tom Wheelwright to revolutionize the way entrepreneurs, investors and CPAs manage global change, business growth and wealth management. The overall goal is to help clients "Make Way More Money and Pay Way Less Taxes." To better serve clients, WealthAbility® provides a new platform of educational tools and global network of CPAs trusted by over 244,123 entrepreneurs and investors to reduce taxes and create wealth. Through these tools, WealthAbility® helps clients reduce taxes by 10-40%, increase confidence in clients` personal ability to create wealth, and achieve financial dreams – much faster. In addition, the WealthAbility® Network for accounting professionals is educating CPAs and other accounting professionals to better serve clients and run more successful businesses.
Callan Associates Inc. provides investment consulting services in the United States. It offers research, education, decision support, and advice to institutional investors. The company also provides fund sponsor consulting and asset management services. It serves fund sponsors, financial intermediaries, and investment managers. Callan Associates Inc. was founded in 1973 and is headquartered in San Francisco, California. It has regional offices in Denver, Colorado; Atlanta, Georgia; Chicago, Illinois; and Summit, New Jersey.
Key Advisors Group is a Media, PA-based company in the Financial Services sector.
Cross Search is a Jamul, CA-based company in the Financial Services sector.
Community Savings and Credit Union is a Surrey, BC-based company in the Financial Services sector.