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The combination of two best-in-class SaaS platforms creates a new player in trading, portfolio & real-time risk solutions.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Nomura Holdings (Nomura) is a financial services company in Japan and has worldwide operations.
Marion and Polk Schools Credit Union is a Salem, OR-based company in the Financial Services sector.
MidFlorida Credit Union, founded in 1954, is a credit union based in Lakeland, Florida.