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Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Waterstone Mortgage Corporation has maintained a reputation for exceptional service and competitive mortgage financing since our inception in 2000. Since then we`ve grown to one of the largest mortgage lenders in the country with over 700 employees, branch locations in 23 states, and the ability to lend in 43 states. We are a wholly owned subsidiary of WaterStone Bank SSB (NASDAQ: WSBF) with assets of more than $1.8 billion. With this structure, we are able to offer our clients all of the benefits of an independent mortgage lender, as well as the portfolio products of a bank. Waterstone Mortgage Corporation is a premier residential mortgage lender helping families and individuals achieve their homeownership dreams. We distinguish ourselves from our competitors through honesty, integrity and the willingness to assure the complete satisfaction of every individual we serve.
Travel Guard is one of the leading providers in Financial Services. It is based in Englewood, NJ. To find more information about Travel Guard, please visit www.travelguard.com
Corporate America Credit Union is a Birmingham, AL-based company in the Financial Services sector.
Sakal Services is a Defiance, OH-based company in the Financial Services sector.