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Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals and their clients. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. For nearly 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.
t O’Connor Davies, LLP we believe that listening plus expertise equals understanding. This approach is evident in the diversity and depth of services offered to our clients, and in our commitment to meeting their unique challenges and goals. As a Certified Public Accounting firm, we provide accounting, auditing, tax and management advisory services to domestic and international clients. With roots reaching back to 1891, the Firm has grown significantly from its early beginnings. Accounting Today recently listed O’Connor Davies as a “Pacesetter in Growth” and “Leader in Audit and Accounting.” Our team includes more than 500 professionals led by 84 partners, all of whom remain actively involved through a distinctively hands-on approach to leading and managing clients. We have a strong regional presence, with seven offices located conveniently throughout New York, New Jersey and Connecticut, and are also capable of servicing clients on a national and international scale. The end result is a proven record of achievement in providing high quality service and building lasting client relationships. We have recently expanded our global reach, thanks to a membership in the PKF International network. This membership offers our professionals an increasingly global perspective and allows our clients access to a network of firms providing accounting and business advisory services in 440 locations throughout 125 countries.
Baxter Strategies is a Woodbury, NY-based company in the Financial Services sector.
Virtual One Credit Union Limited is a Etobicoke, ON-based company in the Financial Services sector.
Marqeta has re-engineered how payment cards, virtual cards and mobile authorization products should be developed and deployed. The Marqeta Platform, built from the ground up with no legacy infrastructure, provides the world`s first fully documented, open API issuer processor platform. Companies can build, issue and deploy innovative payment, finance and commerce solutions with enormous control over what, where, and how purchases are authorized. Adopters of The Marqeta Platform include leading financial services, e-commerce, retail, and social media brands. Engineered in California, The Marqeta Platform integrates with Visa, MasterCard and Discover and makes it easier than ever to make payments, receive payments, reward customers and create more efficient business processes.