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River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. Experienced wealth advisors Robert E. Caplan, MBA, CFA, and Edward B. O`Gorman, MBA, CFA, lead the River Wealth Advisors team.
PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, fund/advisor launch and operations support services to private funds, mutual funds, exempt and registered investment advisers. Our founders have managed the critical non-investment functions in the alternative and registered fund space. PINE`s founders have served as Chief Financial Officers, Chief Compliance Officers and Chief Operating Officers for both large and boutique investment firms. Services Offered: *CFO Services *Compliance Support *Advisor/Fund Launch Services *Operations Support
Computershare is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing and other financial services.
Each year the US and Canadian governments provide billions in R&D Tax Credits to fund businesses, but the application process is cumbersome, prone to expensive audits, and receiving the money can take as long as 16 months. Boast.AI has helped 1,000s of companies automate the R&D tax credit application process, so they can get more money faster for less time and risk. Our offices are in San Francisco, Toronto, Vancouver, and Calgary.
Lightspeed is a premier provider of equities, options, and futures trading. We serve the needs of active and professional traders, with a steadfast commitment to providing superior value for money. Our robust software is highly customizable, providing stock and options traders with reliable trading solutions and trader resources help ensure they stay on the top of their game. Equities, equities options, and commodity futures products and services are offered by Lightspeed Financial Services Group LLC (Member FINRA, NFA and SIPC). Lightspeed Financial Services Group LLC`s SIPC coverage is available only for securities, and for cash held in connection with the purchase or sale of securities, in equities and equities options accounts.