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Serve Virtual Enterprises is a Saint Petersburg, FL-based company in the Financial Services sector.
Citadel Federal Credit Union is a Exton, PA-based company in the Financial Services sector.
T.E. Freuler Agency is a Somerset, NJ-based company in the Financial Services sector.
At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you. The close relationships we enjoy with our clients are built on our commitment to fostering trust and facilitating clear communication. Formed in 1992, The Corundum Group is a Registered Investment Advisor that oversees approximately $800 million in assets. Organized as a family office, our clients enjoy the access and service of a boutique firm that leverages top-tier products and advice. The Corundum Group augments its investment advisory platform with estate planning support and a full range of concierge services.
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (`Okabena`) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation`s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.