| Name | Title | Contact Details |
|---|---|---|
Doug Marshall |
EVP Chief Digital & Product Officer | Profile |
John Clymer |
Vice President, Strategic Support | Profile |
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Allen Avionics, Inc. is one of the leading providers in Financial Services. It is based in Metairie, LA. To find more information about Allen Avionics, Inc., please visit www.allenavionics.com
At Intermex, the customer is at the center of everything we do. We use a proprietary financial technology that enables consumers to send money from the United States to 17 countries in Latin America and the Caribbean, including Mexico and Guatemala and four countries in Africa. We offer wire transfer and other money processing services to our customers through our network of 100,000 sending and paying agents located in all 50 states, the District of Columbia and Puerto Rico, and throughout Latin America and Africa. Remittance services are also available digitally through intermexonline.com. We were founded in 1994 and are headquartered in Miami, Florida with offices in Puebla, Mexico, and Guatemala City, Guatemala.
Les Immeubles Green Hill Inc. is a Montrí©al, QC-based company in the Financial Services sector.
Goldstein & Dun Associates/A-1 Asset Management is a Monroe, CT-based company in the Financial Services sector.