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Connolly Consulting was founded in 1979 in response to a need for corporations to identify, understand, and correct the exposures caused by errors in their payment process.
Tate & Kirlin Associates is a Philadelphia, PA-based company in the Financial Services sector.
Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
Clelland is a La Jolla, CA-based company in the Financial Services sector.
Shapiro is a Warren, NJ-based company in the Financial Services sector.