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Society For Lifetime Planning is a Troy, MI-based company in the Financial Services sector.
Energy Federal Credit Union is a Rockville, MD-based company in the Financial Services sector.
Continental American Insurance Company is one of the leading providers in Financial Services. It is based in Woodland Hills, CA. To find more information about Continental American Insurance Company, please visit www.caicworksite.com
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.
QuickFee helps professionals manage receivables and get paid for their work faster. With one convenient platform, professional service firms can accept online payments, offer financing, set recurring payment schedules, and manage client invoices. Clients can pay how and when they want – while the pros get paid upfront every time.