CARTIER FINANCIAL, LLC is an investment banking company based out of 510 W MONTROSE ST, Clermont, Florida, United States.

Managed 401(k) funds valued at over $10 million Analyzed financial situation for clients Utilized dynamic spreadsheets to manage and organize clientele and funds

LPL Investment Advisor Representative Registered Representative LPL Financial Branch Operations Manager

Anchor Certified Planners Grp is a financial services company based out of 101 Southhall Ln, Maitland, Florida, United States.

Delta Capital Group is an investment banking firm that specializes in working with companies between $1 million and $50 million sales. We are a full service firm and have helped small companies with their debt, equity, and operational needs for over 25 years. We can provide equity, debt and mortgage financing, mezzanine financing and bridge financing for companies in need of growth capital. Delta has a large network of buyers who are active in purchasing companies for all cash or cash and equity in the new entity. We often work with companies for years in order to properly grow and position them for ultimate sale. Delta also specializes in debt restructure for companies that are over leveraged. We have reduced the debt requirements for over 400 companies and recast the debt with a different mix of loans and equity utilizing our extensive network of note buyers, equity investors, first, second, and credit line lenders.

We are a property management and investment company aimed at serving the Stephenville, TX and surrounding areas.

Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment. The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.” Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors: Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor Cost/Fee Management – identifying reasonableness of plan fees Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan Participant Education & Advice – changing participant behavior Investment Expertise – access to institutional money management As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future. The focus of our investment philosophy and strategy is a disciplined approach to rules based investing. The LPL Financial Registered Representative associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, VA, DC, MD, NJ, IL, NY, CA, LA Securities and advisory services offered through LPL Financial, A Registered Investment Advisor - Member FINRA/SIPC

For over 15 years, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for life’s uncertainties and celebrate life’s joys. Together, wherever life takes you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. CrossleyShear Wealth Management is independent of Raymond James. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Responsible for the financial and strategic oversight of Cobalt’s portfolio companies as well as all the accounting, planning and analysis, reporting and tax planning for the seven companies that comprise the Cobalt Capital organization structure.

Southern States Realty Services is an experienced, full-service real estate and property management company. We connect tenants and investment property owners throughout the Daytona Beach, Port Orange, New Smyrna Beach, Ormond Beach and Palm Coast areas of East Central Florida. For rental property owners, we protect your property while providing efficient and effective property management services. Our application and background check process helps ensure tenant quality and resident retention. You decide the level of services you like.

Comprehensive Wealth Management, tax planning, and tax preparation.

Evolve Advisor Group is a fee-based financial planning practice whose professionals are committed to helping people control their financial future. We work closely with our clients (both corporations and individuals) to save, lessen overall risk, and build their assets. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Financial Partners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.