| Name | Title | Contact Details |
|---|
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
The Burgiss Group is one of the leading providers in Financial Services. It is based in Gilbert, AZ.
CommonBond provides better student loans to students and recent graduates. As a founding team, we have over 70 years of experience in consumer finance and capital markets. We’re combining our corporate experience with our entrepreneurial passion to improve your finances. Core to our mission is our social promise: For every degree fully funded through the company`s platform, the company will fund the education of a student in need abroad for a full year. CommonBond has partnered with Pencils of Promise to make this a reality. The team was inspired by companies like TOMS Shoes and Warby Parker to act as, what the team calls, an "enlightened company." The team believes strongly that business can be and should be a source for positive change.
ASPService is a New York, NY-based company in the Financial Services sector.
Generational Equity and its professionals work with middle-market business owners who are contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers, or divestitures. Our highly experienced Merger and Acquisition specialists provide insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for sale, or should the focus be on building value for a future sale? We regularly conduct informational one-day conferences that provide business owners with an overview of the process necessary to successfully sell a private middle market business for maximum value. The information presented in the conference is a vital part of a strategy to ultimately sell your business for the highest possible price. Our seasoned M&A professionals can help the business owner anticipate challenges and understand what needs to be done at every juncture of a transaction. For every client that goes to market, we prepare a customized marketing strategy that presents the business to the most appropriate potential buyers while maintaining strict Client confidentiality.