Plan for the future and make smarter life decisions with the help of these legal, financial, real estate, and related professional services. Browse through businesses listed below and discover alumni discounts near you. New listings are added every day to this showcase of the worldwide ’Cane economic footprint.
Independent Insurance Broker with Three offices in North Scottsdale. Consultants on Fixed Annuities, Variable Annuities, Long Term Care, Life insurance Group and Individual Health Insurance Medicare Supplements and Estate. Former Head of United Healthcare Of Arizona and Lincoln Financial Group Arizona and New Mexico.
My coaching programs help clients to solve common problems associated with money choices, patterns, and the day-to-day management of money issues. People often have unconscious patterns, beliefs and behaviors around money that prevent them from fully experiencing their true potential.
The Greenwich Economic Forum is a a fast growing finance and economics community with the goal of becoming the ""Davos"" of the United States. The GEF annual conference brings together the world's most influential leaders in global finance, including CEOs of the world's largest hedge funds, private equity and VC firms.
1650 Wealth Management is named in recognition of the year 1650, when Dutch colonists began constructing a 12 foot protective wall -the New Amsterdam palisade- to protect their colony. The street running alongside this protective wall, was Dutch named “de Waal Straat”, which we know today as Wall Street, home of the world’s largest stock exchange.
Our outsourced CFO services are specifically designed to suit the exact needs of growing businesses. With a focus on businesses with a minimum of $1 million in annual revenue (and scaling to much higher), our controllers are responsible for overseeing all client accounts, providing timely insights and financial advice.
Biscayne Risk Group provides insurance brokerage and risk management services to small and middle market businesses. Coverages include Workers Compensation, General Liabilty, Property, Commercial Auto, Professional Liability, Cyber, among other Property and Casualty lines.
Alumni Discount:Complementary consultation and coverage analysis (Honor System).
We Legally and Ethically Raise Credit Scores. Your Credit score decides what you will pay for mortgages, auto loans, credit cards and insurance. We specialize in repairing credit reports. We improve your credit by removing negative items you identify as inaccurate, misleading or unverifiable.
Welcome to the Elder Law Department Medicaid and Veterans Benefits Law Firm in Coral Springs, FL We help elderly individuals and war time veterans, and their surviving spouses retain or qualify for public benefits, Medicaid benefits and veterans benefits to help pay for the extraordinary cost of long term care.
FDR Financial Group, Inc. is a team of highly skilled financial professionals who apply their diverse expertise to assist individuals, families, and businesses in formulating and implementing strategies for wealth accumulation, preservation and distribution.
FinTech Consulting specializing in Property Plant and Equipment Lease Accounting IFRS, GASB, FASB (ASC 840 to ASC 842 transition). Solutions Consulting for Integrated Workplace Management Systems (IWMS) implementations in corporate office and healthcare facilities.
Gross Mortgage Finance, Inc. is committed to bringing to our customers the most aggressive and competitive financing terms available from our vast selection of lending sources. We offer our numerous years of experience and expertise to get you from the loan application stage all the way through closing.
Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent. We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt.
We represent investors in securities and investment fraud cases. Our attorneys routinely represent investors in FINRA and Securities Arbitration claims as well as state or Federal Court.
CPA boutique firm specializing in high net worth clients, estate planning, closely held businesses, business valuations, estate and trust taxation. Our Firm has existed for over 50 years.
As a Business Consultant, I, along with my team, provide guidance in areas of Business tax structuring & Retirement concepts utilizing insurance for the business minded and family legacy.
Eagle Harbor is a boutique investment firm comprised of elite investment professionals and specialists representing clients ranging from individuals and their families to small practices and international corporations.
Accountant Here at A.W.E. Solutions, Inc., we are dedicated to you and all your different accounting needs. We will ensure that your company's needs are met with the highest quality, meaning accurate, up-to-date information. If you have manual books, let us help you get better control of your money.
Heller Private Wealth is an independent, registered investment advisory firm located in Fort Lauderdale, Florida. Our goal is to combine institutional quality investments, with white glove service, in order to create the ultimate boutique experience
Founded in 1976, Interamerican Bank is S. FL’s trusted community bank providing a variety of banking services to individual & corporate customers. The bank currently operates five branches.
Since 1992, AccompTax, Inc. has been the corporate entity for the tax and accounting practice of Joseph Compel Jr., EA. With forty-one years of experience in accounting and taxation following college graduation, I can assist you with the personal care only a sole practitioner can provide.
Alumni Discount:20% off professional services (Honor System)
Accounting and Tax Services of South Florida, Corp. is a family owned accounting corporation. We tailor all of our services from small to larger corporations. We offer a full range of accounting, tax and business consulting services at affordable fees. We're flexible, friendly and most of all, we listen.
ACSIA Partners, LLC is a retirement planning organization with a specialty in Long-Term Care Insurance--in all its forms. We custom-design affordable plans from a large portfolio of leading carriers.
American Bancshares Mortgage, Miami Lakes, founded in 1995, the company is a residential mortgage banker assisting homebuyers with the purchase of residential real estate throughout the eastern United States. The company offers many loan programs such as, conventional loans, government insured loans, reverse mortgages, and jumbo loans.
With more than 29 years of financial experience we provide long term investment services to assist in current and retirement financial plans in all equities, bonds and other vehicles for affluent clients in the U.S. and other nations. Please visit our website for other locations.
Aquadratic LLP is an independent public accounting and advisory services firm in the South Florida Region. Headquartered in Miami, Aquadratic provides a full spectrum of income tax for an individual, corporate and business, accounting, advisory, valuation, and litigation support.
Berkowitz Pollack Brant is one of the largest public accounting firms in South Florida. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors and BayBridge Real Estate Group to bring clients a comprehensive approach to income, estate, financial and business planning.
Compass Wealth Management, headquartered in South Florida, is a leading wealth management and multi-family office firm, providing comprehensive financial planning, sophisticated tax expertise, and investment management services.
Eagle Harbor is a boutique investment firm comprised of elite investment professionals and specialists representing clients ranging from individuals and their families to small practices and international corporations.
Full Compliance, LLC is a full service IRS Representation, Tax Preparation and Accounting firm built for the constantly changing needs of our clients. We leverage technology to its fullest extent and provide our clients with unparalleled access to accounting reports and insight into their business and personal finances.
We offer lending services for purchases and refinances. First-time homebuyers have access to unique loan programs that offer closing cost credits. Thorough communication is provided through closing.
Alumni Discount:Appraisal and Credit Report fee waived at closing.
The Law Offices of Carlos O. Fernandez, P.A. represents individuals in insurance first party claims and insurance coverage issues, and personal injury cases including wrongful death and catastrophic injuries.
Logos Financial Solutions offers a wide range financial solutions to business owners and professionals. We are dedicated to multiplying financial options for retirement, income protection, business continuation and savings.
McCombie Group is a collection of influential families actively seeking to invest long-term capital into established family-owned businesses, where we have experience and can add value. We leverage our collective knowledge and influence- the same proven capabilities that contributed to the enduring success of our own family enterprises.
MBAF is ranked nationally as a Top 40 accounting and advisory firm and was named one of the 2015 Best of the Best firms in the country by INSIDE Public Accounting. More than 450 highly qualified principals and employees serve domestic and international clients across a broad range of industries and practices from our offices across the country.
As a Financial Advisor with Prudential, I can provide assistance on a range of financial issues - from evaluating insurance needs to helping clients grow their assets.
Sulzberger Capital Advisors works with individual U.S. and international clients and their unique investment needs. Personalized service is a hallmark of Sulzberger Capital's approach. Our mission is to create customized investment solutions to help our clients meet their long term financial and retirement goals.
The Lubitz Financial Group delivers personalized integrated Wealth Management Services. Our clients are individuals, small businesses, and trustees with Investment Portfolio responsibilities. Our clients typically seek Investment Advisory, Comprehensive Financial Planning or financial advice during a time of transition.
Alumni Discount:$350 on initial planning fee for Alumni, $500 for UM Faculty and Staff (Honor System)
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
At U.S. Wealth of California, and U.S. Wealth Coral Gables, affiliates of U.S. Wealth Management, we are proud to surround ourselves with professionals who hold themselves to a higher standard.
20 Years Experience - Corporate & Personal Full service accounting firm, providing IRS audit representation, financial statement preparation, Bookkeeping, Tax preparation and many other business related services.
We are a Mortgage Broker servicing all of Florida with 15 years experience. We offer all of the traditional programs including FHA, VA, USDA, Conventional and Reverse Mortgages for Seniors. In addition we offer all of the non-traditional programs including Foreign Nationals, Commercial, bank statement, investor, stated income, hard money, etc.
Alumni Discount:Appraisal paid for at closing. Value up to $600
Compass Wealth Management, headquartered in South Florida, is a leading wealth management and multi-family office firm, providing comprehensive financial planning, sophisticated tax expertise, and investment management services.
Jennifer R. Smith, P.A. is a boutique CPA firm established in 1999 by Jennifer Smith. The firm specializes in income tax preparation and planning services for corporations, partnerships, LLCs and individuals.
For over three generations, Kaplan, Krauss & Levine, LLC has specialized in advising wealthy families and successful businesses to preserve, leverage and transfer their assets. We are nationally recognized as specialists in our industry preserving over a billion dollars for our clients.
Pursuit Wealth Management is a financial services firm that specializes in working with owners of small to medium size businesses that are looking to grow the value of their business prior to going to market. We tailor our comprehensive advisory services to meet the broad needs of each client based on their long term goals and objectives.
The Kamula Law Group (6742 Forest Hills Boulevard, Suite 108, West Palm Beach, Florida 33413) is a boutique law firm serving clients in California and Florida. With more than 22 years of experience, our attorneys are dedicated to providing clients with a wide range of customized and distinctive solutions.
URS Advisory is an independent wealth management firm that specializes in comprehensive retirement planning for individuals, families and local businesses.
Alumni Discount:We will offer a no obligation free financial checkup during our initial consultation.
Fred Nanus, CPA has been operational since June, 1972 which is 43 1/2 years. The firm prepares all forms of income tax returns and performs consulting, business advisory and outside controllership services. The firm has also previously prepared compiled financial statements, and is capable of doing so if there is a client demand for such services.
Seigel Advisory Services is a boutique healthcare investment bank that assists physicians and healthcare business owners throughout the United States in the sale of their medical businesses and medical real estate.
Full service agency: Home, Auto, Rec. Veh., Motorcycle, Trailer, Camper, RV, Sleds, ATV, Business, Work Comp., Life, Disability, Major Med., Med Supp., Hospital Income, LTC, Bank Loans, Auto Loans and Financial Services!!!
Community Bank of Oak Park River Forest opened as a locally owned bank focused on creating financial solutions for individuals, professionals, owners of closely-held businesses and nonprofit organizations.
Serving Chicago and surrounding suburbs, Our Experience & Commitment to Service assures your closing will be on-time, with no surprises: residential & commercial mortgages, purchases/Re-financing & new construction, free consultation, fast pre-approval, all closing costs guaranteed.
Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. Our reputation for integrity and service - coupled with our track record of success - has allowed us to serve an expanding number of clients from coast to coast.
We are a locally owned independent financial services company providing comprehensive financial education, advice and solutions to those serious about their family's or business's financial well-being.
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
The Reiser Wealth Management Group at J.P. Morgan Wealth Management
Benjamin Reiser, M.B.A. ’22
"Benjamin’s team provides tailored wealth management plans and trusted guidance so you can focus on your career and family. As a CERTIFIED FINANCIAL PLANNER™ professional, Benjamin delivers innovative financial strategies grounded in transparency and discipline so that clients may grow, plan and preserve their wealth. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks."
Locally owned and operated company, the owner is a graduate of the University of Miami. Our staff specializes in the following areas: Personal Insurance including Auto, Home, Umbrella, Boat, Life. Business Insurance including General Liability, Property, Auto, Workers Compensation, Bonds.
We are a full service professional insurance agency, providing coverage for businesses and individuals across the country. Our areas of expertise include insuring synagogues and temples, condominium associations and complex real estate accounts. In addition, we focus on high net worth individuals, including professional athletes.
Northeast Private Client Group is a boutique financial advisory firm. We are key business strategists and critical thinkers. We help entrepreneurs and professionals create multigenerational wealth.
Our firm specializes in helping individuals develop sound wealth management and retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Max Myers, B.B.A. '11
Max's team prides itself in its disciplined approach to wealth management. As a CERTFIED FINANCIAL PLANNER™ professional, clients can rely on his goals-based wealth management approach to guide them through turbulent market environments. Max is available 24/7 for his clients and upholds a level of service that is unmatched in the financial services industry.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our mission is to help working class families achieve financial protection from adverse circumstances. We help families preserve their dreams - their home, an education for their children, a financial legacy.
We provide international investors with access to US-based real estate investments. We are world-class in investment management, asset management, and property management.
Founded in 1996, H.L. Lichstrahl & Company, LLC is a privately owned Registered Investment Advisor. We follow a disciplined, rigorous, and research-driven approach to create and manage personalized investment portfolios for a select clientele.
Hasenoehrl Capital Advisors LLC is a family office managing a research focused value oriented investment fund. Our strategy applies behavioral finance to value investing and event driven arbitrage.
