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We are a visionary financial advisory firm, utilizing advanced technology to help you make the best financial decisions. Our goal is to make financial advice, coupled with technology, approachable. While many firms are continuing to shy away from technology, we embrace it. Let`s innovate investing together. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Shea & Company is a leading strategic and financial advisor to the software industry. We are a technology focused investment firm advising on the strategic and financial matters that impact our clients’ ultimate success. Visit our site to learn more.
Strategic Financial is a Rancho Cucamonga, CA-based company in the Financial Services sector.
Investor Protection Trust is a Washington, DC-based company in the Financial Services sector.
Aisling Capital is a New York, NY-based company in the Financial Services sector.