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netreit is a Escondido, CA-based company in the Financial Services sector.
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Established in 1998, US Capital Global leverages the latest FinTech and RegTech innovation to provide sophisticated debt, equity, and investment products to lower middle market companies and investors. The US Capital Global group manages direct investment funds and provides wealth management and capital raise services through its affiliates, including US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and its FINRA-member broker-dealer, US Capital Global Securities LLC. The group collaborates closely with its peers in professional banking and investment advisory.
XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. The XAI leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. To provide investors with institutional-caliber investment expertise, XAI partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. Our proprietary Alternative Registered Trust (ART)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. XMS Capital Partners, established in 2006, is a global, independent financial services firm providing investment banking, asset management and merchant banking services to clients. It has offices in Chicago, Boston, London and Dublin.
Carosa, Stanton is a Mendon, NY-based company in the Financial Services sector.