USA Directory > Business > Business Finance > Financial Consultants

  • CapitalPad
    CapitalPad is an investing marketplace connecting independent sponsors and self-funded search funds with accredited investors, funds, and family offices to provide equity capital for lower middle-market acquisitions of historically profitable SMBs.
    US capitalpad.com
  • Ampersand, Inc.
    At Ampersand, Inc., we bring security and peace of mind to large depositors in the US by providing unparalleled bank deposit protection. Our state-of-the-art solutions ensure that your funds remain protected, giving you confidence and stability. With expertise in deposit aggregation for companies and public entities, we have built a reputation as a trusted financial consultant. With over 20 years of experience, Ampersand, Inc. is committed to excellence and innovation in the financial industry.
    US trustampersand.com/
  • Balanced Capital
    Fiduciary financial planning in the Wasatch Back.
    US balanced-capital.com/
  • Wise Money Tools: Wealth Management
    Wise Money Tools: Wealth Management is a financial strategies firm based in Eagle, Idaho, helping high-income individuals and families protect, grow, and optimize their wealth. We specialize in advanced strategies like the Infinite Banking Concept, leveraged life insurance, and tax-efficient investing. Our mission is to educate and empower clients to take control of their financial future with tools that prioritize liquidity, safety, and long-term growth.
    US wisemoneytools.com
  • Hoffman Financial Group
    Hoffman Financial Group is a trusted independent financial planning firm specializing in retirement, tax, and estate planning. We offer a personalized, hands-on approach to wealth management, providing customized strategies for principal protection, income planning, and legacy creation. With our expert guidance, we empower clients to confidently navigate their financial future with security and peace of mind. We are located: 10000 Avalon Boulevard, Suite 760, Alpharetta, GA 30009. Call us: (770) 709-5959
    US hoffmancorporation.com/
  • ISO 9001 Certification
    Prime Consultants is a leading consulting firm specializing in ISO 9001 certification services. With a team of experienced professionals, Prime Consultants helps businesses navigate the process of achieving ISO 9001 certification to improve quality management systems. Their expertise in ISO standards and commitment to providing exceptional service sets them apart in the industry. Prime Consultants works closely with clients to identify their specific needs and develop customized solutions to meet their goals. Through their comprehensive approach and dedication to client satisfaction, Prime Consultants has established a reputation for excellence in the field of ISO certification consulting.
    US prime-consultants.org/iso-9001/
  • Veritastaxcredits
    Veritas Tax Credits is a leading tax credit monetization company dedicated to helping high-income individuals and businesses optimize their tax strategies. By leveraging state and federal tax credits, Veritas enables clients to legally reduce their tax liabilities while preserving more capital for business growth, investment, and wealth accumulation. With deep expertise in tax incentives and strategic partnerships with CPAs, financial advisors, and wealth managers, Veritas Tax Credits simplifies the often-complex process of tax credit utilization. Our goal is to ensure our clients take full advantage of every available tax-saving opportunity without the hassle of navigating tax laws on their own.
    US www.veritastaxcredits.com
  • NW Reentry
    NW Reentry is a distinguished Consultant in Puyallup, specializing in essential reentry services for individuals mandated by court orders. Our programs include Domestic Violence - Moral Reconation Therapy (DV-MRT), Anger Management, Parenting Courses, and more. These are delivered online with live facilitation, ensuring accessibility and convenience for all participants. Our Reentry Services in Puyallup focus on offering structured and supportive educational courses designed to meet court requirements. Our goal is to aid individuals in successfully reintegrating into the community through comprehensive programs that address various aspects of personal development and social responsibility. Contact us today to enroll in our programs.
    US www.nwreentry.com
  • Clear Data solutions
    At Clear Data Solutions, we believe that the power of accurate data can transform a business. Located in the heart of Reading, PA, our dedicated team provides top-tier data furnishing services that help businesses just like yours improve customer credit profiles and make more informed decisions. Whether you're a startup or an established enterprise, we’re here to ensure your data tells the right story—clearly, accurately, and compliantly. Our mission is simple: deliver accurate data reporting solutions that help you grow while maintaining full compliance with industry regulations. In today’s fast-paced business world, staying compliant while managing vast amounts of data can be overwhelming. That’s where we come in. We help take that weight off your shoulders by providing streamlined and secure data furnishing processes designed to enhance your efficiency and reduce errors. So, what makes us different? First and foremost, our approach is hands-on and client-focused.
    US www.cleardatasolution.com
  • Liquida Capital
    We are a funding company, that has helped +500 business owners, investors, entrepreneurs get access to 0% interest business funding. Liquida Capital is a premier provider of tailored funding solutions for business owners. We focus on delivering efficient and effective financial support, helping businesses grow and thrive with flexible and innovative options. Mission Statement Our mission is to empower businesses by providing essential funding for growth and success, delivering exceptional service through expertise, innovation, and dedication to our clients. Core Values Integrity: We maintain transparency and honesty in all our dealings. Efficiency: We offer quick and seamless access to capital. Innovation: We implement advanced financial solutions for evolving needs. Client-Centric: We focus on understanding and meeting our clients' unique goals. Excellence: We aim to exceed expectations with superior service. Our workplace culture is dynamic and energetic, fostering collaboration and
    US www.liquidacapital.com/
  • General Mortgage Capital Corporation (GMCC) San Gabriel
    Faster, More Affordable Mortgages For You Our San Gabriel branch specializes in assisting a diverse, multicultural clientele by providing efficient service and competitive Non-QM loan programs. We offer a variety of excellent products, including: No Income, No Employment, Foreign National, Debt-Service-Coverage-Ratio (DSCR), Bank Statement, Written Verification of Employment (WVOE), Verbal Verification of Employment (VOE), and Borrower-Prepared Profit and Loss (P&L) loans. GMCC is available in 49 states to help you anywhere. Our team of MLOs are bilingual, with fluency in English, Mandarin, Cantonese, Taiwanese, Vietnamese, and more ensuring clear communication and personalized support for clients from various backgrounds. Contact Information 130 S. Mission Dr, Suite 106, San Gabriel, CA 91778 (650) 340-7800 https://marketing.gmccloan.com/mortgage-broker-san-gabriel-gmcc/ info@gmccloan.com Financial and Business Service Mon-Fri 9AM-5PM Keywords/Tags: mortgage broker San Gabriel, mort
    US marketing.gmccloan.com/mortgage-broker-san-gabriel-gmcc/
  • General Mortgage Capital Corporation (GMCC) San Jose
    Faster, More Affordable Mortgages For You Looking for a mortgage that meets your needs in San Jose, CA? General Mortgage Capital Corporation’s San Jose Branch has loan products tailored to you.
    US marketing.gmccloan.com/mortgage-broker-san-jose-gmcc/
  • General Mortgage Capital Corporation (GMCC) Cupertino
    Faster, More Affordable Mortgages For You Are you looking for a mortgage that meets your needs in Cupertino, CA? General Mortgage Capital Corporation’s Cupertino Branch has loan products tailored to you.
    US marketing.gmccloan.com/mortgage-broker-cupertino-gmcc/
  • General Mortgage Capital Corporation (GMCC) Duluth
    Faster, More Affordable Mortgages For You In 2023, seasoned real estate finance expert Cheryl Yang brought her 20+ years of industry mastery to Duluth, GA, stepping into her role as Georgia Branch Manager for GMCC. A visionary leader, Cheryl swiftly curated a high-performing, multicultural team of mortgage specialists, combining deep local market knowledge with nationwide reach. Under her guidance, the branch has become synonymous with innovation and excellence, driving exponential growth through tailored financing solutions for homeowners and investors alike. Licensed across multiple states, GMCC Duluth stays ahead of evolving regulations and market trends, leveraging cutting-edge tools to secure competitive rates and streamline the lending process. Clients benefit from a seamless, client-first experience—whether purchasing a first home, refinancing, or exploring investment opportunities.
    US marketing.gmccloan.com/mortgage-broker-duluth-gmcc/
  • Bulldog Financial Planning
    Bulldog Financial Planning is a dedicated financial advisory firm offering tailored wealth management services to individuals, families, and businesses. Their team of experienced professionals works closely with clients to develop personalized strategies that align with their unique financial goals, whether it's planning for retirement, managing investments, or saving for significant life events. With a commitment to transparent communication and ongoing support, they ensure clients are equipped to navigate the complexities of their financial journey. Reach out today https://www.bulldogfinancialplanning.com or call us on (401) 227-3957.
    US www.bulldogfinancialplanning.com/
  • The Tranel Financial Group
    At The Tranel Financial Group, our planning process starts with you—understanding your unique goals, dreams, hopes and fears. This includes thoughtful discussions, personal advice, and a thorough review of how and why various investments work. We don’t recommend anything until we’ve reached agreement and understanding.Your personal advisor proactively checks in with you to review and rebalance, helping guide you down the right path at every life stage based on your needs.
    US thetranelfinancialgroup.com/
  • Kelmac I Group® Inc.
    Kelmac Group is a leading provider of quality and compliance training services, offering a wide range of courses to help organizations achieve and maintain regulatory compliance and industry best practices. With over 30 years of experience, Kelmac Group has built a reputation for delivering high-quality training solutions that are practical, engaging, and tailored to meet the specific needs of each client. Their team of expert trainers are highly knowledgeable in various quality and compliance standards, such as ISO, FDA, and AS9100, and are dedicated to helping organizations enhance their performance, reduce risk, and achieve operational excellence.
    US www.kelmacgroup.com/
  • Viturtal Consulting
    Viturtal Consulting, led by Dr. Hendrik Lai, is a leading provider of reliable dental consulting services. As a trusted dental consultant, we specialize in helping dental practices grow and thrive. Our services include strategic guidance in dental office management, financial planning, marketing, and practice transitions. We understand the unique challenges faced by dental professionals, which is why Viturtal Consulting offers comprehensive dental consulting services that cover everything from practice management to marketing strategies. Whether you're a new startup or an established practice, our dental practice transition consultants provide the expertise you need to navigate key changes smoothly.
    US www.viturtal.com/
  • Churchill Management Group - Scottsdale
    Churchill Management Group in Scottsdale, AZ offers expert Wealth Management and Financial Advisory services. Specializing in Retirement Planning, 401(k) Planning, and Social Security Planning, we provide tailored strategies to help you secure your financial future. Our experienced advisors work closely with you to create a plan that aligns with your goals, ensuring you have the tools and guidance needed for long-term financial success. Trust Churchill Management Group for personalized, professional wealth management.
    US www.churchillmanagement.com/financial-advisors-wealth-management-in-scottsdale/
  • Trezor Suite App - Your Ultimate Crypto Management Tool
    Trezor Suite App is a revolutionary cryptocurrency management application that aims to simplify and streamline the process of managing your digital assets. With a user-friendly interface and advanced security features, Trezor Suite App offers a comprehensive solution for crypto enthusiasts and investors. From tracking your portfolio to securely storing your private keys, Trezor Suite App provides all the tools you need to manage your cryptocurrency portfolio with ease. Whether you are a beginner or an experienced trader, Trezor Suite App is the ultimate tool for staying organized and secure in the world of digital currencies.
    US sites.google.com/trejorstart.com/trezorsuite-app/home