This category features information, resources and listings for consultants and consulting companies who specialize in working with businesses to understand and better utilize financial options and services that are available to them. Specialties include investments, health care policy planning, client management, and general financial business strategies.
NFP Compensation Consulting
11011 Jones Rd
Houston, TX 77070

NFP Compensation Consulting provides independent assessments and customized action plans to businesses in need of expert guidance for effective compensation planning. Our experienced team offers executive, board of director and employee compensation plans with incentive-driven rewards to motivate performance.

Website: www.nfpcompensationconsultants.com/

Silver Sponsor
5.0
4 Verified Reviews

Phone(281) 378-1350

NFP Compensation Consulting
11011 Jones Rd
Houston, TX 77070

NFP Compensation Consulting provides independent assessments and customized action plans to businesses in need of expert guidance for effective compensation planning. Our experienced team offers executive, board of director and employee compensation plans with incentive-driven rewards to motivate performance.

Carlo Scevola & Partners

Provides offshore company formation, international tax planning, asset protection, and wealth management services from fiduciary company in Geneva, Switzerland.

Website: www.carloscevola.com

Bronze Sponsor
No Reviews Yet

Carlo Scevola & Partners

Provides offshore company formation, international tax planning, asset protection, and wealth management services from fiduciary company in Geneva, Switzerland.

hGroup LLC

Professional services firm providing forensic accounting, fractional/interim CFO services and business consulting.

Website: hgrp.us/

Silver Sponsor
No Reviews Yet

hGroup LLC

Professional services firm providing forensic accounting, fractional/interim CFO services and business consulting.

Strickler & Prieto, LLP

Accounting and consulting firm in the El Paso, Texas/Juarez, Mexico region. Provides assurance, tax and consulting services to a wide range of clients including developing and established middle market clients, governmental and not-for-profit organizations, as well as multinational corporations.

Website: www.cpa-sp.com

Bronze Sponsor
No Reviews Yet

Strickler & Prieto, LLP

Accounting and consulting firm in the El Paso, Texas/Juarez, Mexico region. Provides assurance, tax and consulting services to a wide range of clients including developing and established middle market clients, governmental and not-for-profit organizations, as well as multinational corporations.

GetLEI™

Register, renew and transfer LEI code with this partner program and LEI Lookup services.

Website: www.getlei.com

Bronze Sponsor
No Reviews Yet

GetLEI™

Register, renew and transfer LEI code with this partner program and LEI Lookup services.

Charter Capital
2801 Post Oak Boulevard
#190
Houston, TX 77056

Charter Capital

5.0
2 Verified Reviews

Phone(713) 960-1818

Charter Capital
2801 Post Oak Boulevard
#190
Houston, TX 77056

Charter Capital

Barbara Dameral - Farmers Insurance Group
7462 N Figueroa St
Suite 200
Los Angeles, CA 90041

At Farmers Home Insurance Group, we realize the importance of finding the right Los Angeles home insurance policy to fit your specific needs. Our agents work hard to help you feel secure.

No Reviews Yet

Phone(626) 376-4356

Barbara Dameral - Farmers Insurance Group
7462 N Figueroa St
Suite 200
Los Angeles, CA 90041

At Farmers Home Insurance Group, we realize the importance of finding the right Los Angeles home insurance policy to fit your specific needs. Our agents work hard to help you feel secure.

Cash Homebuyers, LP
2189 Herron Rd
Whitsett, NC 27377

Earn Good, Safe Returns on Your Money! Are you sick of worrying about the volatility of the stock market? Are you fed up with the low interest rates on your IRA, savings or CDs? Are you looking for a safe, secure investment where you are in control? If you answer Yes!, you're at the right place! Here you can say…

No Reviews Yet

Phone(336) 446-0111

Cash Homebuyers, LP
2189 Herron Rd
Whitsett, NC 27377

Earn Good, Safe Returns on Your Money! Are you sick of worrying about the volatility of the stock market? Are you fed up with the low interest rates on your IRA, savings or CDs? Are you looking for a safe, secure investment where you are in control? If you answer Yes!, you're at the right place! Here you can say…

Garden State Trust Company
1886 Hinds Road
Suite 2
Toms River, NJ 8753

Garden State Trust Company

No Reviews Yet

Phone(732) 255-5000

Garden State Trust Company
1886 Hinds Road
Suite 2
Toms River, NJ 8753

Garden State Trust Company

HORAN
207 Grandview Dr Suite 100
Fort Mitchell, KY 41017

HORAN helps clients develop plans to impact healthcare costs, protect wealth and insure lives. It's the foundation of what we do.

No Reviews Yet

Phone(859) 572-4500

HORAN
207 Grandview Dr Suite 100
Fort Mitchell, KY 41017

HORAN helps clients develop plans to impact healthcare costs, protect wealth and insure lives. It's the foundation of what we do.

Jerry King - Farmers Insurance Group
21320 Provincial Blvd.
Suite 200
Katy, TX 77450

Jerry King Farmers Home Insurance Agency is a trusted Katy home insurance agency that wants to help you find the right coverage for you. Whatever your insurance needs, we'll find a solution.

No Reviews Yet

Phone(281) 616-8746

Jerry King - Farmers Insurance Group
21320 Provincial Blvd.
Suite 200
Katy, TX 77450

Jerry King Farmers Home Insurance Agency is a trusted Katy home insurance agency that wants to help you find the right coverage for you. Whatever your insurance needs, we'll find a solution.

Summit Financial Group of Indiana
4050 Britt Farm Dr
Lafayette, IN 47905

Summit Financial Group of Indiana

No Reviews Yet

Phone(765) 447-1330

Summit Financial Group of Indiana
4050 Britt Farm Dr
Lafayette, IN 47905

Summit Financial Group of Indiana

Charlotte Hooten, Financial Services Professional with New York Life
2600 Network Blvd
Suite #130
Frisco, TX 75034

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am a licensed Agent of New York Life…

No Reviews Yet

Phone(972) 658-9847

Charlotte Hooten, Financial Services Professional with New York Life
2600 Network Blvd
Suite #130
Frisco, TX 75034

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am a licensed Agent of New York Life…

Durango Merchant Services, LLC
2855 Main Ave
B105
Durango, CO 81301

We are a world leading consultant group for low risk and high risk merchant accounts. We specialize in merchants looking for a service above the normal offerings from traditional merchant service providers. No matter your needs, Durango Merchant Services LLC can help you process payments for your business.

No Reviews Yet

Phone(866) 415-2636

Durango Merchant Services, LLC
2855 Main Ave
B105
Durango, CO 81301

We are a world leading consultant group for low risk and high risk merchant accounts. We specialize in merchants looking for a service above the normal offerings from traditional merchant service providers. No matter your needs, Durango Merchant Services LLC can help you process payments for your business.

Opportunity Bank of Montana Financial Services
123 South Main Street
Livingston, MT 59047

Opportunity Bank of Montana opened our doors in 1922 in Helena, MT as American Building and Loan. In 2014, the Bank applied to the state of Montana to change our charter from a federal savings and loan to a state chartered bank. Along with this change also came an exciting new name: Opportunity Bank of Montana. Today, our customers remain…

No Reviews Yet

Phone(406) 222-3456

Opportunity Bank of Montana Financial Services
123 South Main Street
Livingston, MT 59047

Opportunity Bank of Montana opened our doors in 1922 in Helena, MT as American Building and Loan. In 2014, the Bank applied to the state of Montana to change our charter from a federal savings and loan to a state chartered bank. Along with this change also came an exciting new name: Opportunity Bank of Montana. Today, our customers remain…

Paradigm Life
132 Pierpont Ave
Suite 250
Salt Lake City, UT 84101

At Paradigm Life we specialize in structuring policies that maximize the living benefits (Safety, Liquidity, Guaranteed Growth, and Tax Benefits) that can only be found within a Permanent Life Insurance Policy. Through Infinite Banking you can: manage debt, decrease interest payments to loans (credit cards, personal lines of credit, business loans, etc), create a personal banking and financing system, develop…

No Reviews Yet

Phone(801) 532-3660

Paradigm Life
132 Pierpont Ave
Suite 250
Salt Lake City, UT 84101

At Paradigm Life we specialize in structuring policies that maximize the living benefits (Safety, Liquidity, Guaranteed Growth, and Tax Benefits) that can only be found within a Permanent Life Insurance Policy. Through Infinite Banking you can: manage debt, decrease interest payments to loans (credit cards, personal lines of credit, business loans, etc), create a personal banking and financing system, develop…

Zions Bank 21st South
910 2100 S
Salt Lake City, UT 84119

The Zions Bank 21st South Financial Center can be found at 910 West 2100 South in Salt Lake City, Utah. Since 1873, Zions Bank has provided an array of banking and financial services. The 21st South Financial Center location includes the services of business and personal checking accounts, credit cards for personal and business use, home loans and more. Stop…

No Reviews Yet

Phone(801) 524-4961

Zions Bank 21st South
910 2100 S
Salt Lake City, UT 84119

The Zions Bank 21st South Financial Center can be found at 910 West 2100 South in Salt Lake City, Utah. Since 1873, Zions Bank has provided an array of banking and financial services. The 21st South Financial Center location includes the services of business and personal checking accounts, credit cards for personal and business use, home loans and more. Stop…

Capital City Wealth Management
600 S 2nd St
Suite #155
Bismarck, ND 58504

We work with clients very near retirement and council them on how to best make the transition. Many clients question if they have saved enough - WE ANSWER THAT QUESTION! - We will help you navigate the confusing decisions around social security claiming strategies as well as coordinating and facilitating retirement account draw-downs.

No Reviews Yet

Phone(701) 250-7220

Capital City Wealth Management
600 S 2nd St
Suite #155
Bismarck, ND 58504

We work with clients very near retirement and council them on how to best make the transition. Many clients question if they have saved enough - WE ANSWER THAT QUESTION! - We will help you navigate the confusing decisions around social security claiming strategies as well as coordinating and facilitating retirement account draw-downs.

Charles Schwab
2080 Mackenzie Way
Suite 100
Cranberry Township, PA 16066

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Brokerage Products:…

No Reviews Yet

Phone(724) 591-7800

Charles Schwab
2080 Mackenzie Way
Suite 100
Cranberry Township, PA 16066

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Brokerage Products:…

Charlotte Hooten, New York Life Insurance Company
2600 Network Blvd
Suite #130
Frisco, TX 75034

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am a licensed Agent of New York Life…

No Reviews Yet

Phone(972) 658-9847

Charlotte Hooten, New York Life Insurance Company
2600 Network Blvd
Suite #130
Frisco, TX 75034

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am a licensed Agent of New York Life…

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