| Name | Title | Contact Details |
|---|---|---|
Nicola Perry |
Regional Vice President of Sales | Profile |
Laura Holt |
Head of Enterprise Sales | Profile |
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
Sausalito-based Breakaway Funding (www.breakawayfunding.com) is a pioneer in the Community Capital Marketplace (CCM), uniting traditional financing with equity crowdfunding to propel innovation, job creation and new opportunities for investors. Employing securities-based crowdfunding platform, Breakaway allows local businesses access to capital and flexible financing to meet their on-going capital needs by helping them to reach potential investors, including community financial institutions.
For over 30 years, Connolly has been recognized as the recovery auditing experts, recovering the most money possible for their clients. Connolly now services over 120 active clients that include leaders in the retail, commercial, government, and healthcare industries. A full 98% of these clients have contracted Connolly repeatedly. These firms keep coming back to Connolly because the results consistently exceed expectations and the process is proven. Connolly approaches each audit uniquely. Every step is managed by professionals who have relevant business experience and is supported by powerful and flexible technologies. Recovery findings are followed by actionable recommendations to improve payment processes. And it’s all done with an acute awareness of the client’s day-to-day business operations and relationship with their partners. Because of Connolly’s long record of success, the largest and best run companies in the world rely on Connolly to perform their recovery audit, and recognize Connolly as the industry’s expert. Connolly is the world’s largest privately-held recovery audit firm. Founded in 1979, Connolly has grown to over 750 recovery auditors, data analysts, and support staff. This organic, double-digit growth is solely a result of excellent client service, not from mergers with or acquisitions of other firms.
Home Federal Bancorp (Home Federal Bancorp) is a holding company for Home Federal Bank (Home Federal or the Bank).
Eaton Financial Group is a New York, NY-based company in the Financial Services sector.