| Name | Title | Contact Details |
|---|---|---|
Rosalind Johnson |
AVP CUSTOMER SERVICE | Profile |
Jamie Allen |
Asst. Vice President Branch Support | Profile |
MDT Advisors is a Boston, MA-based company in the Financial Services sector.
rcp financial services is a Ithaca, NY-based company in the Financial Services sector.
Azimut, active since 1989, is an international wealth & asset manager headquartered in Milan, Italy. The Group operates on the ground in over 17 countries across Europe, Asia-Pacific, the Middle East and the Americas, and at the end of July has more than € 50 billion of total Assets. The parent company, Azimut Holding S.p.A., is listed on the Milan stock exchange since 2004 and, among others, is a member of the large-cap Italian index FTSE MIB and of the Eurostoxx 600. Azimut Group is defined by its independence; we are the largest independent Asset Manager in Italy and one of the largest in Europe, and our business model is based on the vertical integration between Asset Management and Distribution. We have Portfolio Managers & Analysts based in our major hubs around the world and at the same time a network of over 2,000 client-facing financial advisors thriving to provide the best quality advice to our clients. At the heart of our Group is our shareholders pact: over 15% of the Company is owned by Management, Financial Advisors, PMs and employees, with the rest being free float, making Azimut one of the very few true public companies in Italy. The strong shareholders pact provides full alignment of interest among all stakeholders, and makes Azimut a one-of-a-kind success story.
Discover how much your options are worth and what to do with them.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.