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BAM Advisor Services is a turnkey wealth management partner focused on helping advancing business for 140 independent wealth management firms around the country. BAM provides firms with strategic growth solutions, operational support and tested, evidence-based investing tools. We partner with firms and provide guidance on business development and growth strategies, execute critical administrative functions and create continuing education opportunities for advisors. Known collectively as The BAM ALLIANCE, our community of like-minded wealth advisors is helping more than 18,000 clients and their families achieve their most important goals.
Courtland Partners is a Cleveland, OH-based company in the Financial Services sector.
Kain Capital is a healthcare business services focused PE firm. Our approach, resources and network enable us to effectively partner with management to drive strategies that create sustainable growth and enable operational excellence. We pride ourselves on the deep, collaborative involvement with our partners, and our individualized approach to adding value. With deep industry expertise and relationships we can call on our deep bench strength to gain insight and drive long term value. Our team is able to add value across a multitude of sectors by bringing a broad range of functional, industry and market experiences together. While each team member provides expertise in specific areas, we maximize our effectiveness by operating as a collaborative, cross-functional unit.
Massachusetts Association of Insurance Agents is one of the leading providers in Financial Services. It is based in Eutaw, AL. To find more information about Massachusetts Association of Insurance Agents, please visit www.massagent.com
Flynn, Shojinaga and Associates, Inc. is a Alameda, CA-based company in the Financial Services sector.