Salomon & Ludwin
1401 Gaskins Rd
Located in Richmond, VA
Description: Financial planning, investment, and wealth management for high net worth individuals. Dalal Solomon, CEO, and founding partner.
Last Reported Active: Apr 27, 2022
G Wealth Strategies LLC
3010 N Military Trl Ste 318
Located in Boca Raton, FL
Description: Financial planning and wealth strategies. Formally Golish Financial Group. Glen Golish, President.
Last Reported Active: Apr 13, 2022
Sapphire Advisory Group - SAG
4510 16th Ave
Located in Brooklyn, NY
Description: Financial planners for alternative investing, retirement, and financial planning. Additional Phone (929) 547-8490.
Last Reported Active: Apr 7, 2022
Engel Financial Services
6 Melnick Dr Ste 110
Located in Monsey, NY
Description: Retirement planning, insurance (disability, life, and long-term care), and business planning.
Last Reported Active: Mar 15, 2022
Stonewater Financial
1800 Century Park E Ste 410
Located in Los Angeles, CA
Description: Wealth management firm in Beverly Hills. Steven Bernstein, President.
Last Reported Active: Nov 1, 2021
Evergreen Benefits Group
5681 N Lincolnwood Ave
Located in Chicago, IL
Description: Protection for now and later. Featuring employee benefits, retirement planning, health insurance, financial planning, life insurance, and Medicare, by Shabsai Shuchatowitz.
Last Reported Active: Oct 18, 2021
Advanced Financial Concepts
8404 Six Forks Rd Ste 204
Located in Raleigh, NC
Description: Customized Financial Planning by Brian Lon Biederman, CFP
Last Reported Active: Sep 9, 2021
Koze Investments, LLC
327 N Formosa Ave
Located in Los Angeles, CA
Description: Real estate investment and short and long-term care facility investment, by Elliot Zemel. See also: Himel Capital
Last Reported Active: Sep 1, 2021
Himel Capital
2411 W Temple St
Located in Los Angeles, CA
Description: Private equity firm focused on real estate income properties and short and long-term care facilities, by Elliot Zemel and Avery Hagar. See also: Koze Investments LLC.
Last Reported Active: Sep 1, 2021
Magma Capital Funds
233 S Wacker Dr Ste 4400
Located in Chicago, IL
Description: Offers self-managed funds for investors to invest in, by Gershie Vann. Contact via the website.
Last Reported Active: Sep 1, 2021
Lieblich Financial Services
565 Montgomery St
Located in Brooklyn, NY
Description: A financial planner in Crown Heights, Asher Lieblich is a CFP, CPA.
Last Reported Active: Aug 2, 2021
Equinum, LLC
3611 14th Ave Ste 221
Located in Brooklyn, NY
Description: Registered investment advisors. Located in Brooklyn Square. Specializing in high net worth clients.
Last Reported Active: Jul 29, 2021
Chaim Meir Weinreb, Able Wealth Mgmt
220 Faraday Ave Ste 202
Located in Jackson, NJ
Description: Investment advisor. The firm specializes in high-net-worth individuals on real estate and financing.
Last Reported Active: Jul 25, 2021
College Without Worries
8 Campus Dr Ste105
Located in Parsippany, NJ
Description: David Pfeffer financial planner for college funding and scholarships.
Last Reported Active: Jun 25, 2021
Brash Financial by Miles Rubinoff
1700 Langstaff Rd Ste 1001
Located in Concord, ON
Description: Financial Planner Miles Rubinoff. Additional Phone Cell (416) 454 5142
Last Reported Active: May 26, 2021
LTC Financial Partners
376 Central Ave
Located in Lawrence, NY
Description: Insurance and financial products
Last Reported Active: May 19, 2021
The Hirsch Group, Merrill
West 115 Century Rd Ste 200
Located in Paramus, NJ
Description: Daniel Hirsch, a financial consultant with Merrill Lynch Wealth Management, a Bank of America Company.
Last Reported Active: Apr 21, 2021
David Hammer, Tomorrow's Financial Svcs.
33 Ashland Ave
Located in West Orange, NJ
Description: Senior Wealth Management Advisor/Investment Advisory Representative at TFS.
Last Reported Active: Feb 12, 2021
