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The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
Paragon Capital Management is a Denver, CO-based company in the Financial Services sector.
Secure Investors Group, Inc. is a dynamic, holistic financial planning firm offering investments, financial planning, insurance, mortgages, and tax planning through our member organizations. Our expertise is in helping clients anticipate, evaluate and successfully resolve financial and legacy planning challenges in an increasingly complex legal, regulatory and economic landscape. We offer you a wide range of both legacy building and risk-management strategies and provide a diverse offering of insurance products, including property and casualty insurance, health insurance, long-term care insurance, life insurance, and fixed annuities. As a financial services leader with a presence in the northern United States, we continue to expand our business and network of financial professionals. We are continuously looking for dedicated, talented people who are highly motivated and seeking personal and professional satisfaction with an industry leader. We make a difference by serving our clients with small teams motivated by aligned incentives and a heritage of getting results. Our model delivers responsive service and insights with a high degree of confidence.
Were an essential lending partner for brokers, attorneys and accountants, in addition to real estate investors. To date, we’ve funded over $100 million in small balance commercial real estate loans.
Schwab SoundView Capital Markets is a Old Greenwich, CT-based company in the Financial Services sector.