SlateStone Wealth is a boutique Registered Investment Advisory Firm headquartered in Jupiter Florida and founded in 2017. We specialize in Custom Wealth Management using proprietary, internal asset management strategies in concert with a clients overall Financial plan and Estate parameters. ...
With an acute, personal understanding of the medical and business markets, Kyle and his team help provide clients with financial clarity and peace of mind. Through the use of comprehensive planning and tax efficient strategies, he allows his busy professionals to focus their time on what matters...
Since 1972, our family firm has worked with Retired Millionaires to Help Preserve their Wealth, Reduce Taxes and Leave a Legacy to their family after they're gone. Our retired clients want retirement strategies that allow them to feel in control of their money & financial future in...
Agile Consulting Group is a sales and use tax consulting firm that assists clients by aligning their tax and accounting systems with current tax laws to ensure compliance while also maximizing the benefit of the exemptions for which they qualify. Since our founding in 2005, we have helped...
At Plan to Prosper Wealth Management, we recognize that every financial journey is personal and our fiduciary responsibility is paramount! Based in Ormond Beach, we are committed to providing tailored wealth management solutions that align strictly with our clients’ unique aspirations and core...
On December 14, 1954 the Credit Union was established to serve as its Field of Membership (FOM), the Pine Castle Air Force Base. In 1958 the credit union was renamed McCoy Federal Credit Union in Honor of Michael N.W. McCoy, commanding officer of the Air Force Base. In 1981 McCoy Federal was re...
Cogent Bank (Cogent) is a state-chartered bank that has operated as a full-service commercial and retail bank since its inception as Pinnacle Bank in 1999. In 2018, Chirag Bhavsar, a University of Florida alumnus and finance veteran with more than 30 years of professional experience, and a group...
Commercial Finance Partners provides funding solutions for small to middle market companies seeking non-traditional sources of capital and working capital. Through direct lending and partner programs, Commercial Finance Partners is the one-stop shop for any non-bank financing need. Our product...
ClearGage is revolutionizing the way healthcare providers do business. They recognize the need for modern payment options and deliver innovative patient payment technology that significantly reduces accounts receivable, elevates patient satisfaction and increases total patient payments. www...
Absolute Numbers is an accounting management firm serving as dedicated staff accountants and financial advisors for small business owners. Together they develop the financial infrastructure, support, planning, and management that guides their clients’ businesses to success. They work with a...