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Community Plus Federal Credit Union is a Rochester Hills, MI-based company in the Financial Services sector.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
PKF Texas is a premier middle-market CPA firm in Houston, with a 37-year history focused on assisting entrepreneurial-minded businesses. We provide services in audit, accounting, domestic and international tax, entrepreneurial advisory, outsource and co-source accountancy, profit enhancement, employee benefit plan audits, fraud and forensics, internal audit and internal controls, state and local tax, incentives and credits to emerging and middle market companies across many industries. Through PKF International and the Leading Edge Alliance, we have access to worldwide resources.
Minneapolis Portfolio Management Group is a Minneapolis, MN-based company in the Financial Services sector.
MicroVest is an asset management firm dedicated to applying a commercial framework to investing in unbanked and under-served markets. We focus on a sustainable investment process that provides private capital to low-income financial institutions. These institutions then extend productive loans to micro, small and medium businesses. We believe a commercial approach offers the most effective, scalable and sustainable solution for generating meaningful financial and social returns to our investors.