| Name | Title | Contact Details |
|---|---|---|
Stephen Yarad |
Chief Financial Officer | Profile |
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.
Stowe Capital is a Auburndale, MA-based company in the Financial Services sector.
Carver Edison is a New York City-based financial technology company committed to revolutionizing Employee Stock Purchase Plans (ESPPs). Carver Edison works with public companies to increase stock plan participation rates through its Cashless Participation™ technology and education platform, Carbon™. The company is backed by leading Fintech entrepreneurs and executives including Eli Broverman, co-founder of Betterment, Jeff Cruttenden, co-founder of Acorns, as well as leading industry executives.
UFCU is a not-for-profit credit union. To put it simply, we`re a financial institution owned by, dedicated to, and always working for our Members. Consistently rated the best in our communities, we deliver fair and honest products and outstanding service. That`s why we`re Austin`s largest locally-owned financial institution. Our mission is simple: to help change our communities for the better. We imagine a community where everyone has the opportunity to earn a degree, advance their career, or afford a home of their own; where we`re all better off because financial health is within reach. We partner with organizations that focus on education, employment, and housing to help Members achieve their financial goals. Together we`ve created a credit union we can all be proud of. We`re always looking for great talent.
Stifel Nicolaus is a Nashville, TN-based company in the Financial Services sector.