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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Liquid Financial USA is bringing Liquid`s (www.liquid.com) institutional-grade, fully-regulated digital asset trading platform and global liquidity to the United States. We plan to offer all regulated crypto-related products and services to U.S. clients, while continuously positioning Liquid Financial USA for future regulatory changes. Our goal is to be the most trusted digital asset marketplace for U.S. institutions and individual traders. Liquid Financial USA is an entity formed in partnership between Liquid Group Inc. (Liquid) and Virtual Currency Partners (VCP). Liquid is one of the largest global digital asset exchanges by volume in the world and is the first exchange to be officially licensed and fully regulated by the Japan Financial Services Agency (JFSA). VCP is a U.S.-based Venture Capital firm focusing in the Fintech, blockchain, and cryptocurrency space. Notably, VCP is led by Chairman Barry Schiffman, who has over 30 years` experience investing in high-growth companies in his role as Executive Managing Director in JAFCO Ventures, the U.S. arm of leading Japan venture capital fund JAFCO, followed by Globespan Capital Partners.
Hooker and Holcombe is a West Hartford, CT-based company in the Financial Services sector.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
First Horizon National Corporation is a premier financial services company with a long history of success and traditions dating back to 1864. Today, the First Horizon name identifies a family of companies, providing a wide range of financial services, and is known for exceptional customer service and a deep commitment to our people. We are a team of almost 4,200 employees working in locations in and around Tennessee and capital markets offices in the U.S. and abroad serving more than 390,000 consumer customers and 48,000 businesses. The strong relationships we forge with our customers and employees provide the foundation for our future success as we grow our strong, community-focused regional bank and capital markets group.