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We are committed to the same unchanging standard of one-on-one service we have delivered since our founding. We can help you live retirement on your terms.
Equidata is one of the leading providers in Financial Services. It is based in Brookfield, WI. To find more information about Equidata, please visit www.equidata.net
Eagle Global Advisors, LLC serves as an investment advisor to a wide spectrum of both individual and institutional investors. Eagle works with clients in one of two ways: via traditional relationships with clients who work with us directly, or via indirect relationships where an intermediary (financial consultant or advisor) knows and works with the client. While Eagle has many direct clients – a significant number of whom have been with the firm since day one – We have deliberately grown our business by seeking strategic partnerships with financial intermediaries. Doing so allows Eagle to gain operational leverage that allows the firm to focus its resources, both financial and human, on Eagle`s core competency – managing money.
Charlotte, N.C.-based Grandbridge, one of the largest full-service commercial and multifamily mortgage banking companies in the nation, arranges permanent commercial and multifamily real estate loans, services loan portfolios, and provides asset and portfolio management as well as real estate brokerage services on a national basis. The company has a broad capital provider base that includes insurance companies, pension fund advisors, and commercial banks as well as a proprietary lending platform.
We deliver value that goes beyond the preparation of financial statements and issuing management letter recommendations. The AMD Audit and Advisory Services Group places emphasis on understanding your business and its operations in order to assist you in