This category features information, resources and listings for consultants and consulting companies who specialize in working with businesses to understand and better utilize financial options and services that are available to them. Specialties include investments, health care policy planning, client management, and general financial business strategies.
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Asset Management Resources, LLC.
An independent, boutique style, registered investment advisory firm.
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Bennington Partners
Helping management of financial institutions reduce risk and improve profitability by providing expertise in all facets of lending, strategy formulation, and regulatory compliance.
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Brand Finance
Performs valuations for financial reporting, tax planning, M&A activities, joint ventures, IPO’s and other transactions.
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The Brattle Group
Provides consulting and expert testimony in economics, finance, and regulation to corporations, law firms, and governments.
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Carlo Scevola & Partners
Provides offshore company formation, international tax planning, asset protection, and wealth management services from fiduciary company in Geneva, Switzerland.
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Century Securities
Provides the investment products financial advisers need to help their clients pursue their unique financial goals.
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Charles River Associates
Consulting firm offers economic, financial, and business management expertise to major law firms, industries, accounting firms, and governments.
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CMX Group
Developing and analyzing it and financial metrics and the related disciplines of IT financial management, IT capacity management, ITIL process assessment, design, and implementation, IT strategy management and reporting.
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Crowe Horwath LLP
Assists public and private company clients through audit, tax, risk, and consulting services.
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First Advisory Group
Independent financial service provider with offices in Geneva, Hong Kong, Singapore, Vaduz and Zurich.
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GetLEI™
Register, renew and transfer LEI code with this partner program and LEI Lookup services.
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Globe Advisor
Resources for financial advisors and planners to stay on top of financial news, manage clients, create financial plans, and sales presentations, and conduct research across a broad range of databases.
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hGroup LLC
Professional services firm providing forensic accounting, fractional/interim CFO services and business consulting.
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Patpatia & Associates, Inc.
Promoting growth and capitalizing on market opportunities in the financial services industries through the launch of new ventures or the repositioning of existing businesses.
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Policom Corporation
An independent economic research firm which specializes in analyzing local and state economies.
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The Roberts Group
Providing global market data expertise to the financial services industry, providing managers and users complete transparency of all market data expenses.
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Smart Business Advisory And Consulting, LLC
Offering business advisory, consulting, accounting, compensation and benefits, tax, and transaction advisory services.
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SMR Research Corporation
Provides lenders and other companies with industry and market research on consumer lines of business.
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Strategic Financial Group, Inc.
Specializes in providing customized financial services to families, entrepreneurs, executives, and working professionals.
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Strategic Insight
Focusing on strategy, marketing, distribution, fees and pricing, planning, and product development processes.
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Strickler & Prieto, LLP
Accounting and consulting firm in the El Paso, Texas/Juarez, Mexico region. Provides assurance, tax and consulting services to a wide range of clients including developing and established middle market clients, governmental and not-for-profit organizations, as well as multinational corporations.
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Tax Credit Advisors LLC
Specializes in tax credits for research and development.
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Weiss Ratings
Providing financial safety ratings on insurance companies, HMOs, banks, and mutual funds.