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Summit Funding Group is a Cincinnati, OH-based company in the Financial Services sector.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
ASPService is a New York, NY-based company in the Financial Services sector.
ALLIANCE LEASING is a Syracuse, NY-based company in the Financial Services sector.
Johnson Financial Group (JFG) is a Denver-based boutique family office and wealth management firm that started as a private investment company for its founding family. JFG is unique because its clients are able to invest alongside its founding family, and the firm offers private investment opportunities to its clients that they otherwise might not be able to access.