BJ CAAS Advisors is a boutique consultancy firm focused on bringing operational excellence to our clients and partners. With a foundation based on Six sigma principles , our roots are deep in quality manufacturing and supply chain. Our clients find value in our ability to both identify and understand their core challenges. They love our ability to clearly communicate what needs to happen to solve them. When you're ready to analyze, audit and/or improve the quality in your organization, you're ready for BJ CAAS Advisors. Connect with our principals or visit our website.

Managed product development for PC applications in banking.

CPA and PFS

Front Office Management for a financial planning firm with 3 Certified Financial Planners and 3 additional support staff empoyees.

Newtech Dealer Services is one of the industry’s leading innovators in technology, consulting, financial services, and vehicle management. Since 1998, our proven systems and methods have helped dealers throughout the country add more volume and gross.

Khirfan Financial was founded by Abdalhakim (Abed) Khirfan, Financial Advisor, in 1988. Established on the principles of hard work, trust, and integrity we strive to offer a comprehensive approach to serve our clients needs. Over the years, we have expanded the practice to include financial services, wealth management, employee benefits, accounting/bookkeeping, and tax planning & returns. Our primary objective is to serve the needs of the medical profession and wealth management clients. Our team includes trained professionals with years of experience to meet your needs. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings. We develop customized plans that are action based and will help you achieve your long term goals. We keep you informed about your plan, suggest new ideas, and promote options that suit your needs. Simply put, we strive to be your trusted advisor. Our mission is to provide the best possible benefits for you and your family. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and develop custom plans from a large variety of providers and offer background support to implement, maintain, analyze, and strategize for the future. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Khirfan Financial and Securities America are separate entities. For disclosures please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

FINANCIAL INDEPENDENTS INC. is a financial services company based out of 15851 SOUTH US 27, LANSING, Michigan, United States.

Boutique Family Office servicing and high net worth consulting firm with a specialty in family relationships and investment advisory functions.In addition to ongoing investment management we offer due diligence and background checks of asset managers, hedge funds and other investment related persons and entities.We also provide both investment advisor and asset manager searches and assist in locating the "right" advisor for independent investors.Need an objective "audit" of your existing advisor or managers? We do that too.

In my role as Director of Sales and Marketing, I drive the strategic vision for client engagement, brand growth, and business development. I lead with a collaborative and empowering approach, ensuring my team has the tools and support they need to excel. Through servant leadership, I cultivate a positive culture that encourages creativity, open communication, and innovation.I develop and execute comprehensive marketing strategies that align with our firm’s mission of guiding retirees on their wealth journey. Key initiatives I’ve implemented include:The LifePlan Roadmap – A client-focused tool that simplifies financial planning using navigation-inspired terms, helping clients visualize their path to retirement.First Fridays – Monthly client review days to strengthen relationships through regular, structured check-ins.Referral Program & Google Review Campaigns – Strategies to drive organic growth by fostering deeper client relationships and enhancing our visibility.My focus is on staying ahead of industry trends, designing campaigns that resonate with our clients, and building trust through consistent communication. Whether it’s through events, newsletters, or social media, I ensure every interaction reflects our firm’s core values.Ultimately, my goal is to empower both clients and our team by creating meaningful experiences and strategies that help retirees achieve their financial aspirations with confidence.