Valley Financial Group is a full service financial consultancy firm which is licensed to operate in all 50 states as well as internationally. Services include portfolio management, investment planning, financial analysis for divorce, funeral trust, 401(k) and SEP plans. Additionally, there is a Veterans Benefits division which provides information to veterans regarding the "aid and attendance" veterans affairs benefit. Insurance services include Medicare Advantage and Advantage Plus Indemnity Insurance. The firm has more than 180 years of combined experience in financial consultancy.
Entrepreneurs Source provides staffing solutions and services for clients throughout the United States. The company has more than 25 years of experience. It specializes in business ownership coaching, career transition guidance, personal goal evaluations and more.
Capstone Mortgage Company was established in 1993 and provides its clients excellent and knowledgeable services in purchasing or refinancing homes. The company specializes in residential mortgages, offers online loan forms and personally oversees the loan application process.
Royal Alliance offers personal and business financial services such as benefits, succession planning and compliance, mutual funds and financial advice.
Judith Marcus is a business and management consulting service located in Greenwich. For more information about available services, contact the office directly.
BlumShapiro is a tax, accounting, and business consulting firm. It offers services for employee benefits and services, planning, auditing, staffing services, and more. It has worked with not-for-profits, privately-held businesses, government entities, and educational institutions.