| Name | Title | Contact Details |
|---|
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm which started in 1974, to a financial services company today with $25 billion in assets under custody and administration.
INTRIA Items is a Mississauga, ON-based company in the Financial Services sector.
ClearView is a CPA and Management Consulting Firm that serves public, private and non-profit Clients of all sizes. Founded on the core principles of transparency and superior performance, we have leveraged our years of serving sophisticated Clients to quickly gain traction in the marketplace. Our leadership team is well recognized for creating an environment that attracts and retains the very best talent in our field – allowing us to quickly become the destination of choice for the most talented and devoted accounting professionals in the region. With our Big Four backgrounds, we have the technical ability to ensure our work meets the rigorous standards of all stakeholders. Our business savvy and wide-ranging experience enable us to provide recommendations that are not just “academic” in nature. Rather, they are practical and can be implemented with varying degrees of complexity, depending on the needs, resources, and culture of our Clients. Our services are flexible and scalable to meet the specific needs of our Clients, and we are committed to providing real solutions that offer practical and efficient improvements to our Clients` processes, procedures, and operations. The long tenure and deep experiences of our team members are the attributes that give you the assurance that you are partnering with a firm that will help you get to the right answer. However, it is our passion for helping our Clients meet their business challenges that separates us from our competition, and allows us to develop and sustain trusting, devoted relationships.
Boenker Insurance is one of the leading providers in Financial Services. It is based in Arlington, VA. To find more information about Boenker Insurance, please visit www.thanksal.com