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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
GWG Life helps individuals repurpose their life insurance assets for their highest and best use. A life insurance policy is a powerful wealth management tool that you cannot afford to lapse or surrender.
Muna Federal Credit Union is a Meridian, MS-based company in the Financial Services sector.
Accounting Global is a Atlanta, GA-based company in the Financial Services sector.
We are Alpha - a company where people and technology come together to deliver powerful FX risk management and payment solutions to some of the world`s most respected organisations. Since our inception in 2009, we`ve challenged the status quo disrupting a mature and highly competitive industry. Today we`re listed on the London Stock Exchange, backed by a number of globally respected institutions and responsible for transacting billions. Despite this, we still remain a small and dynamic team of just over 100 people. Throughout our journey, there`s one thing that has consistently set us apart – our people. We`re passionate about providing talented individuals with life-changing career opportunities and giving them the tools and support they need to fully take advantage of them. Circa 50% of our team are Partners and we are committed to making new shareholders each year. This continues to be possible because, despite being a mature, profitable and high growth business, we`ve never stopped acting like a start-up.