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Community Schools Credit Union is a Muskegon, MI-based company in the Financial Services sector.
Phoenix Capital Income Trust is a Toronto, ON-based company in the Financial Services sector.
H&A Financing and Services is a Santa Rosa, CA-based company in the Financial Services sector.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Treadstone Private Equity is a sector leading Accounting, M&A, Taxation, Analytical, and International business laws... Comprising professionals who can assist you and your company in all areas of today`s ever changing business world Treadstone Private Equity is an independent corporate Finance advisory boutique within the International global business network, providing specialist corporate finance advice to listed and privately owned companies, both American and foreign areas. We offer professional services based on our specialist knowledge within our core areas of expertise. We offer long term, sustainable financial solutions with a view to developing trusted and on going relationships with our clients and with a focus on service expertise, technical excellence and integrity. Our team consists of highly qualified and experienced professionals with corporate finance and investment banking experience and is recognized for our exceptional service delivered to clients.