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Experience more of everything. More service. More value. More solutions to your financial needs. That`s what we are here for. Actually, it`s the only reason we are here. We are interested in what`s going on with you above all else, and our employees are empowered to help you get where you are going, wherever that financial highway needs to take you. We want you to feel how much we truly care about you. At the end of every interaction we have with you, our goal is that little nod and smile that you can`t fight off when you experience something unexpected. That`s the CUTX way.
Foundation Source is the nation`s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our third decade, Foundation Source provides its services to more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Columbia Academy is a Columbia, MS-based company in the Financial Services sector.
DoubleRock Corp, formerly Reserve Management is a New York, NY-based company in the Financial Services sector.
Accounting and HR are more than just necessary back-office functions. With the right leadership and strategic focus, they can help get your company to the next level. Milestone is not your typical professional services firm. We believe in true business partnerships and approach every client interaction with this goal in mind: to make your life easier, provide you access to information to make smarter decisions, and help you build a more successful company. Our team is your team, and our model is simple: You get experienced C-Level leadership at a fraction of the cost of a full-time resource. We promise no long term contracts, no hassles, and the flexibility to scale up or down as your business needs change.