GRANITE FINANCIAL MANAGEMENT LIMITED is a financial services company based out of 122 FEERING HILL FEERING, COLCHESTER, ESSEX, United Kingdom.

KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. We don’t set minimums. And we don’t set maximums. The sky is our limit. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com.

We are a boutique broker-dealer that services independent registered representatives and registered investment advisors with branch locations throughout the country. Client assets are held through Pershing LLC as custodian, a leader in the global financial industry, based in Jersey City, New Jersey. Member FINRA/SIPC

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.

Express Capital is a direct lender and specializes in working capital and equipment loans to contractors and small business throughout the United States. Our experienced and highly-trained team can service all of your financial needs without the hassle. Being a privately owned company, we are big enough to provide various capital funding options and small enough to care for each individual business situation to help achieve your desired growth.

The Club at Morningside is a company based out of 39033 Morningside Dr, Rancho Mirage, CA, United States.

Here at Home Funding Corp. we offer stability, the product selection of a large corporation, and the service of an independent business. We take a lot of pride in sharing that, in our 30 years of business, we've never had a layoff. Our turn around time for FHA loans is typically 16 business days, our conventional financing averaging 8-10 business days, and underwriting and docs around 24-48 hours. We utilize cutting edge technology and offer CRM software to our originators. Our originators have landing pages with 1003 online application ability and can offer lead capturing technology to their Realtor Partners. Our CRM program comes with 84 million B2B contacts, marketing materials and drip email campaigns. Our LOS is Point Central and Cloud Based to better serve our team. And we're fully automated (Paperless). Loan Originators can run their businesses out of their homes or wherever they'd like! We also have private offices available for top producers and their team members at our corporate office, with a full in-house staff located in Rancho Cucamonga, CA. Our payment structure is the most aggressive in the industry and we close loans faster than anyone else! Learn more today, call 1-800-308-4999 today or visit www.hf-corp.com! NMLS #91487

• Analyzed financial information to forecast business, industry, and economic conditions, for use in making investment decisions. • Gathered and analyzed company and individual financial statements. • Interpreted and summarized data describing current and long-term trends in investment risks and economic influences pertinent to investments. • Prepared and Presented Quarterly Performance Reports for clients and analyzed current holdings in annuities and other various accounts. • Prepared Portfolio Analysis and recommendations for current and potential clients. • Managed client requests for investment accounts; IRA, IND, 401k, PSP, DBP, and Trusts. Practice served clients and individuals with assets totaling more than $50 million. • Played integral role in hiring, training, supervising, and managing two assistants.

iBDC Business Solutions, Inc. is a Veteran and Minority Owned (SBA) California based business with clients from the United States and Asia-Pacific. The company is a consultant based team with diverse skills and over 60 years of combined experience. iBDC Business Solutions, Inc. follows four main principles, which are the foundation and keys to our success: Independence Objectivity Competence Confidentiality Our Philosophy We value integrity, respect to all, customer dedication, and social responsibility.

Compass Rose Financial Planning & Investment Management is the only Fee-Only Financial Planning Practice in the Palm Springs / Coachella Valley region. We specialize in helping you "Chart Your Future"​ financial success. Simply by contacting us, (760) 322-5200, we can schedule with you a free consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. You don't need to be a millionaire to benefit from financial planning. We help good people, just like you, to maximize the assets you have. Minimum Asset Requirement: $250,000 Contact us to start planning your journey today!

Stage1 Financial is proud to announce it is now part of the Atlantix Partners family of brands. Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business. Young, fast growing companies face many challenges, one being how to manage the financial and strategic needs for a CFO and accounting department. Stage 1 Financial meets this challenge by delivering a fully outsourced finance and accounting solution which aligns with our clients organizational and strategic priorities.

We are an independent investment advisory firm in Indian Wells, CA, offering a personalized and comprehensive approach to helping clients sustain and increase wealth. At MacLean Capital Advisors, we're proud to provide a combination of expertise, integrity and client care that we believe cannot be matched. As an independent Registered Advisor firm, we answer to our clients, rather than a parent company with its own agenda. As a fiduciary, we are legally bound to put clients'​ interests first in any decision we make or recommendation we provide. We pride ourselves on always doing the right thing for those we serve.