Name | Title | Contact Details |
---|
Benefit Professionals Inc is a Albertville, AL-based company in the Financial Services sector.
Fox & Fin Financial Group is a Scottsdale, AZ-based company in the Financial Services sector.
The Focus Federal Credit Union is a Oklahoma City, OK-based company in the Financial Services sector.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
TA Group Holdings is a private equity firm with investments focused primarily in technology, consulting, staffing, and consumer goods. TAG targets lower-middle market investments using operating cash flows from current holding companies to fuel organic growth. TAG invests in people first; consistently creating opportunities that enable emerging business leaders to accelerate their companies to the next level via mentorship, strategic planning, and consolidated services. TAG is committed to constant, dynamic growth and advancing individual careers, while placing a high value on quality of life and contribution to the community at large. Investments include Direct Technology, Launch Consulting, eCATS911.com, Energy Solutions Group, NuWest Group Holdings LLC, J Bookwalter Winery, Ratio Cypress LLC, CSG Services Corp (Microsoft Gold Partner), LearnBIG Holdings, LLC, 110 Consulting, Combat Flip Flops LLC, 98point6, MediaAMP, and Evrnu.