| Name | Title | Contact Details |
|---|---|---|
Mike Rizzo |
Vice President Of Customer Support | Profile |
Steve Gradman |
Chief Marketing Officer | Profile |
Achieve Financial Credit Union is a Berlin, CT-based company in the Financial Services sector.
Oak Ridge Investments is a Chicago, IL-based company in the Financial Services sector.
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. Experienced wealth advisors Robert E. Caplan, MBA, CFA, and Edward B. O`Gorman, MBA, CFA, lead the River Wealth Advisors team.
Supernova Lending, LLC is a financial technology company that provides a comprehensive platform focused on managing both sides of an individuals balance sheet. Supernovas primary solution is the first-of-its-kind, fully customizable and automated securities-based lending platform built to end the complex, paper-driven borrowing process. The cloud-based origination and servicing technology enables individuals to pledge their taxable investment portfolio(s) as collateral, providing increased flexibility in financing the things they need in life. Guided by the foremost experts in the Value of Debt, the company empowers financial advisors through tools that help them serve as personal CFOs for their clients.