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International - Life Office Management Association (LOMA) (Popularity:  )
http://www.loma.org/
A life and health insurance industry organization that provides training and services to operations management in the insurance and financial services industry. Includes a vendor directory.
Category:
Business - Financial Services - Insurance - Life and Health
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The Kane Group (Popularity: )
http://www.thekanegroup.com/
An independent fee-only investment advisory firm providing financial planning and asset management services.
Category:
Business - Investing - Money Managers - Registered Investment Advisors
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Eldorado Financial (Popularity: )
http://www.prestigeadvisors.com
Financial planning and investment advisor. Includes service descriptions, industry definitions, and investment style.
Category:
Business - Investing - Retirement Planning
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Conway, MacKenzie & Dunleavy (Popularity: )
http://www.c-m-d.com/
Financial and management consulting firm, specializing in turnaround and crisis management, forensic accounting, business valuations and litigation support services. Located in Michigan.
Category:
Society - Law - Services - Expert Witnesses
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AAFM American Academy of Financial Management (Popularity: )
http://www.financialcertified.com
Provides portfolio reviews and pre-qualifications for certifications.
Category:
Reference - Education - Products and Services - Test Preparation
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Related:
Best Financial Advisor
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Certified Financial Advisor (Popularity: )
http://www.canadafinancial.ca/
Canada Financial Group (CF) is certified financial planner and is licensed to distribute insurance and investment products and market financial services products throughout in Canada.
Category:
Business - Business Services
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Pica Publishing (Popularity: )
http://www.picapublishing.com
Software for breeding, racing, and management.
Category:
Shopping - Sports - Software - Equestrian
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The Oklahoma Society of CPAs Internet Resource (Popularity: )
http://www.oscpa.com
Includes online CPE course search, online enrollment, membership information, consumer information, financial advice, CPA referral service, and student information.
Category:
Business - Accounting - Associations
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Intacct (Popularity: )
http://www.intacct.com
Intacct is a market and technology leader in on-demand financial management and accounting software applications. Thousands of businesses, from startups to public companies, use Intacct’s award-winning business accounting solutions to manage and share ...
Category:
Business - Accounting - Business-to-Business
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CFP Board of Standards (Popularity: )
http://www.cfp-board.org/
Offers the latest information on financial planning both to the public and pratitioners.
Category:
Business - Financial Services - Financial Planning - Certified Financial Planners
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Galecki Financial Management, Inc. (Popularity: )
http://www.galecki.com/
Fee only investment advisor firm providing asset management services to high net worth clientele.
Category:
Business - Financial Services - Financial Planning - Certified Financial Planners
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Harbor Capital Advisors, Inc. (Popularity: )
http://www.harborcapitaladvisors.com/
A US financial and management consulting firm offering services to the insurance industry, including agency appraisals, merger and acquisition representation, strategic and management consulting, and litigation support.
Category:
Business - Financial Services - Insurance - Consulting
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TIB Financial Corporation (Popularity: )
http://www.tibbank.com/
Bank company which performs commercial banking operations, investment banking, mortgage banking and other related financial activities. Based in Florida. (Nasdaq: TIBB).
Category:
Business - Financial Services - Holding Companies
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ELITE Information Group Inc. (Popularity: )
http://www.eliteis.com/
Provides broad range of information technology solutions, including systems integration and software development services, project management, software products and service bureau and facilities management services, to the financial services industryNasdaq ...
Category:
Business - Information Technology - Consulting - E
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Parsons Capital Management (Popularity: )
http://www.parsonscapital.com/
Provides investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.
Category:
Business - Investing - Money Managers
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Alpha Capital Management (Popularity: )
http://alphacapm.com/
Managing assets of individuals, institutions, trusts, estates, endowment funds and retirement plans.
Category:
Business - Investing - Money Managers
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Hamilton Advisors (Popularity: )
http://www.hamiltonadvisors.com/
Independent investment advisor located in Greenwich, Connecticut. Clients include individuals, IRAs, pension plans, profit sharing plans, trusts and estates.
Category:
Business - Investing - Money Managers - Registered Investment Advisors
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Portfolio Director Software (Popularity: )
http://www.portfoliodirector.com/
Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
Category:
Business - Investing - Money Managers - Software
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Financial Information Network (Popularity: )
http://www.fingps.com/
Real-time portfolio management and accounting solutions for large-to-medium investment firms. Systems include SMA sponsor-capable integrated MDA, order management, block trading, manage-by-model, performance, fee billing, electronic trading, and automated ...
Category:
Business - Investing - Software - Back Office
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Rocky Mountain Humane Investing (Popularity: )
http://www.greeninvestment.com
Investment management firm utilizing humane and environmental guidelines. United States.
Category:
Business - Investing - Socially Responsible - Advisers, Fee Only
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