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Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
La Jolla Pacific Bancorp is a La Jolla, CA-based company in the Financial Services sector.
Fvndit is a California- and Vietnam-based fintech company, focused on solving the working capital problem for SMEs using technology.
Here at World First we offer both private individuals and businesses great exchange rates and exceptional service when making international payments. The success and growth of our award-winning company is based on putting our clients first, and since Nick Robinson and Jonathan Quin founded World First in the UK in 2004, we have grown quickly to become a global company with offices in Australia, Singapore, Hong Kong and the USA – with plans for many more in the pipeline!
Mercury Financial® LLC (Mercury Financial) is expanding financial inclusion through technology. We deliver access to credit and a superior digital credit experience focused on the underserved near-prime customer. To date, Mercury Financial has helped empower more than 1 million deserving Americans with better credit through the use of its proprietary risk assessment and data analytics technologies. We strive to provide access to best-in-class credit lines to allow customers to maximize their purchasing power. We offer valuable cashback rewards and travel rewards through strategic partnerships like the Spirit Airlines Free Spirit® Program. Mercury Financial prioritizes providing the tools to promote positive financial behavior and upward mobility through a seamless digital experience. With offices in Austin, Texas, with offices in Wilmington, Delaware, Mercury Financial has more than 160 employees and is led by CEO and 15-year financial services veteran James Peterson and a management team with decades of combined industry experience. Backed by Värde Partners, a leading global alternative investment advisor, Mercury Financial has provided customers access to more than $3.5 billion in credit lines since its founding in 2013. Mercury Financial manages the Mercury Mastercard® and the Free Spirit® Points Mastercard®, which are issued by First Bank & Trust, Brookings, SD pursuant to a license by Mastercard® International.