Financial Consultants Financial Services

Firms and individuals PRIMARILY offering financial advisory services to businesses and/or consumers.

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• RLR Management Consulting, Inc. - Consulting services in bank information systems, project management and operations.
  
• Asset Advisors LLC - Formulated investment techniques that combine proper asset selection, rebalancing and advice.
  
• Quintessence Group, Ltd. - Consults on investment management, estate planning and personal goals.
  
• Newmarket Partners, LLC - Provider of integrated consulting, financial advisory and interim management services.
  
• Investment Advice Line - Speak to a CFA and receive investment advice over the phone.
  
• Lynch Financial Advisors - Offers fee-only financial planning services. Specializes in asset allocation, insurance and employee benefits review, tax planning and preparation, and small business development.
  
• Aurora Financial Group Limited - Offers a full range of financial and investment services to corporate clients and individual investors.
  
• PayStream Advisors - Electronic payments research and advisory services for corporate treasury.
  
• Madison Consulting Group - Provides technical advice to financial institutions, including banks, brokerages, investment management firms, and insurance.
  
• Wealthco Financial Advisory Services Inc. - Provide investment and estate planning advory services. Features newsletter, financial links and tools.
  
• Capital Market Risk Advisors - Advisory firm specializes in risk management and capital markets strategy.
  
• Sutherland Consulting - IT consultancy focusing on the financial business sector, based in the City of London.
  
• B/D Solutions - Provides compliance management consulting and broker / dealer registration.
  
• Kellogg Associates - Specializes in working with banks and businesses to solve difficult financing situations.
  
• Miller Group - Consulting firm focusing on corporate finance, venture capital, and business valuations.
  
• CFG Business Solutions - Succession planning, wealth transfer and executive compensation services for mid-size family controlled companies.
  
• Kane Bank Services - Offers consulting service, focusing on customer relationship and employee performance strategies.
  
• The Griffith Group - Provides business research and analysis to businesses and financial institutions.
  
• The CBM Group, Inc - A management consulting firm specialized in the financial services industry.
  
• Boston Street Advisors, Inc. - Financial consultants specializing in private equity funding and business development.
  
• MM Consult Ltd. - Provides management consulting and corporate finance. Includes a company profile, list of clients, and FAQ.
  
• Canby Financial Advisors - Provides financial planning, consultation, and related financial services.
  
• Next Step International - Provides project management and consulting services to banks.
  
• CFO Consulting Group, Inc. - Specializes in financial, accounting, human resources and strategic advisory services.
  
• Financial Executives Consulting Group, LLC - Consults on financial issues that confront an organization.
  
• Senior Management Group - Provides legal, tax, sports management and investment advisory services.
  
• Stout Risius Ross, Inc - Specializes in investment banking, restructuring, valuation and litigation advisory services. Staff profiles, news and contact details.
  
• Ahuja - International financial consultants providing customized financial and management solutions.
  
• Hanover Consulting Ltd - Offering advice on pensions, savings, investments, mortgages, life assurance and tax planning.
  
• KMG Consultants Ltd - Financial advisers providing financial planning services to clients in the UK.
  
• Trish Dehn & Associates - Assists investment advisors in registering with state regulators or the SEC.
  
• Levy & Associates - Offers financial management and consulting services. Specializes in mergers and acquisitions, business start-ups.
  
• WINX Capital House - Offering consultancy and process management in the field of mergers and acquisitions, management buy-out. Features company's profile, references and locations.
  
• Tunstall Consulting - Specializes in strategy development and capital formation for high growth companies.
  
• Bridgeway Consulting - An international management and technology consulting firm.
  
• Polaris Business Group - Providing interim management for growing, entrepreneurial companies.
  
• The Pegaesus Group - A nationwide affiliation of legal, accounting and investment professionals.
  
• PI ETA Consulting Company Pte Ltd - Offers financial risk management consulting services. Describes products and services, features articles, forum and contact details.
  
• Creative Corporate Finance Solutions - Indonesian financial consulting firm advises investors and corporations.
  
• F H Manning Financial Services Ltd - Specializes in investments, estate and tax planning as well as pension planning and life assurance. Includes a brief glossary and contact details.
  
• Capital Trust Company of Delaware - Provides financial advice, and trust and asset protection services.
  
• Treasury Strategies, Inc. - An independent treasury management consulting firm.
  
• Estradagy Business Advisors - A business advisory and financial services company providing management, financial and technical assistance.
  
• Preston Consulting Group Pty - Offers banking and lending advisory and assistance. Description of services and contact details.
  
• Physicians Financial Advisors - Resource for employment contract review and financial planning.
  
• The Rainier Group - Works with business owners in business transition planning and related areas.
  
• Feldman Financial Advisors, Inc. - Provides consulting services to financial institutions requiring financial analysis.
  
• Braxxon Technology Ltd. - UK management and systems consultancy specialising in the financial markets.
  
• Vitex, Inc. - A national bank management consulting firm.
  
• Warwick Investments & Pensions Services - Offer financial consulting services on a fee or commission basis.
  
• Strategic Insight - Assists asset management, fund companies, and insurance companies with product development, marketing, distribution and stratgey.
  
• ETS Financial Services - Provides consulting services and training for investors and money managers.
  
• Global Consultants - Specializing in financial, management consultancy and training. Also audit and translation services.
  
• Hill Street Capital, LLC - Provides corporate advisory, retructuring, mergers and acquisitions services. Contact details.
  
• US Advisory Services - Consulting firm servicing check cashers, payday lenders, and banks that serve such entities.
  
• Advantage Consulting Group - International consulting firm that specializes in the credit card industry.
  
• The Lotter Group - Provides affluence and business management services in the USA. Includes description of services and free newsletter.
  
• JH Lillian & Co. - Provides corporate finance advisory services to business owners, acquirers and managers.
  
• Neal Davies Capital Consulting, LLC - Offering financial consulting services to small businesses and banks.
  
• Steven F. Rueb - Professional investment advice for clients seeking to accumulate and preserve wealth.
  
• Joel M. Dziedzic - Investment Center, Inc. - Basic description of retirement investment options, along with consumer information and investment resources.
  
• Epic Partners - A merchant banking and advisory firm focused on the education and training sector. Features an overview of the education market and profiles of advisors.
  
• CFO Strategic Partners - Provides financial assessment and strategic planning services.
  
• KPMG Structured Finance Group - Providers of financial, accounting and tax services to the securitization industry.
  
• Dannible, McKee and Associates - Provides valuation, ownership transition and financial consulting to design firms.
  
• Optima Financial Resources - Offers tax and financial planning services. Specializes in assisting equine, medical industries and related areas.
  
• Rodgers Investment Consulting - Consulting investment services to non-profit organizations, individuals, and the firms serving them.
  
• FTI Consulting - Firm with practices in financial restructuring and litigation support.
  
• Firm Decisions - International consultancy providing specialist financial services to advertisers.
  
• Strategic CFO, Inc. - Provides financial consulting, controller services and financial analysis. Features a summary of tools developed by the company.
  
• Corporate Continuity Group, Ltd. - Provides business succession, mergers and acquisitions, business valuations, litigation and related estate, income tax and financial planning.
  
• Fagan & Associates - Irish financial consultancy primarily concerned with advice on taxation and investment.
  
• Capto Financial Consulting - Specializing in financial management consulting. Offices in Sweden and Norway.
  
• Signer Management - Offers financial advisory and consulting, based in St.Gallen, Switzerland.
  
• National Compliance Services - Offers registration and compliance products and services for investment advisers and broker dealers.
  
• Bennington Partners LLC - Offers loan review, strategy formulation and regulatory compliance checking for lending institutions. Features principal profiles and contact details.
  
• Royal Alliance - Provides investment product selection, support and technology to investment professionals.
  
• Speer & Associates, Inc. - Provides strategic planning, risk mitigation, and advisory services to banks.
  
• Republic Advisors - Offers financial and business consulting services. Specializes in capital structure, debt/equity, investment and strategic relationships issues. Features principal's profiles, news and related links.
  
• Corporate Analytics, Inc - Providing financial and strategic consulting services. Specializes in acquisitions, divestitures, capital project analysis, and capital raising.
  
• Hedge Trackers, LLC - Consulting firm offers corporate clients foreign exchange and interest rate risk management services.
  
• Ernharth Group - Consultants on investing, personal and corporate retirement plans, insurance and tax strategies.
  
• Petkoff Associates - Specializing in global business and financial consultancy services. Areas of expertise, contacts.
  
• New Boathouse Capital Limited - Offers corporate finance consulting services with a focus on private companies. Features team profiles, transactions and a list of clients.
  
• TranDigital.com - A payment and transaction processing consulting company.
  
• The Center for Due Diligence - Independent consulting firm specializing in 401k plan competitive analysis.
  
• Philip Saunders Associates - Finance consulting in litigation, business disputes and corporate turnarounds.
  
• International Securities Consultancy - Provides advice and technical assistance relating to capital markets.
  
• Financial Focus Advisory Services, LLC - Offers financial advisory services, specializing in tax and investment consulting. Features newsletter, links and contact details.
  
• Willow Creek Financial Services - Provides personal and business financial advising on a fee-only basis.
  
• Execucor Financial - Financial advisers and brokers to entrepreneurs, owners and managers of small to mid-sized companies.
  
• Pearl Meyer and Partners - An executive compensation consulting firm.
  
• Askew Kabala & Company, Inc. - Offers investment banking and financial consulting services.
  
• RWC Consulting - Nationwide management consulting firm serving the financial services industry.
  
• Health Business Partners - Financial advisors to the nutrition, natural products, and healthcare industries.
  
• Pembroke Consulting - Financial advisors, accountants and general insurance specialists. Based in Weybridge, Surrey, UK.
  
• The Nauset Group, Inc. - Offers assistance in all facets of management and financial consulting.
  
• Arthur Consulting Group - Specializes in complex issues of economic and financial analysis and taxation.
  
• Boston Portfolio Advisors - Provides loan portfolio consulting services.
  
• Bibi Consulting, Inc. - Offers financial, internal audit, business and taxation consulting services. Features publications and related links.
  
• Finance Victims Ltd - Aims to assist UK residents with financial pitfalls.
  
• FMT Solutions - Provides training, consulting, and marketing services for financial corporations.
  
• Vancouver Pacific Financial Group - Specializing in estate and retirement planning, and insurance strategies development.
  
• CFO Strategies, Inc. - Provider of SEC reporting and Sarbanes-Oxley compliance solutions. Del Mar, California.
  
• Dan Clark Associates - Specializes in strategic consulting and planning for credit unions.
  
• NLRussell Associates - Provides cash and treasury management consulting for businesses in the United States and Latin America.
  
• Nubank.com - Consults organizations on the formation and launch of de novo banks.
  
• Ameriprise Financial - Financial advice for individuals, small businesses and corporations.
  
• Geyer Management Associates - Provider of management consulting, executive education, and research services.
  
• Bok Consulting Pty Ltd - Information technology solutions in the banking and finance industries.
  
• JAE Consulting - Chartered financial consultant provides private investment counseling services.
  
• JPB Enterprises, Inc - Provides private equity, venture capital and real estate investment services, and advisory. Features news headlines and contact details.
  
• Shoreline Financial Advisors, LLC - Fee-based financial and wealth management firm offering investment, retirement and insurance services.
  
• Globeadvisor.com - Web-based tool helps advisors manage clients, conduct research and track investment performance.
  
• ITG Inc. - Provides technologies that help institutional investors find liquidity and reduce transaction costs.
  
• JMT Consulting Group, Inc. - Technology and financial consulting for the non-profit sector.
  
• Barkley International Inc. - Provides capital market consulting, litigation support and technological solutions.
  
• Berk & Associates - Offering strategic planning, financial and economic analysis. Features firm services and key projects, history and people.
  
• Concord Financial Advisors, LLC - Offering financial advisory and business consulting services.
  
• FamilyOfficeNetwork - Web-based wealth management system that helps advisors better serve their clients.
  
• KP Tech Corporate Finance - Specializes in mergers and acquisitions and private equity. Focuses on technology sectors.
  
• Kasina, LLC - Consultant for distribution issues in the asset management and insurance industries.
  
• Corfina AG - Offering financial and management consulting services, specializing in strategic alliances, joint ventures, mergers and acquisitions. Features publications and company news.
  
• CFO For Rent - Specializes in financial management consulting for entrepreneurs and businesses.
  
• Acumen Group - Offers business planning and executive coaching.
  
• Viscardi AG - Offers corporate finance advisory and merchant banking services to high-tech companies in the information technology and health care sectors.
  
• Robb Evans & Associates - Fiduciaries, assest managers and financial consultants.
  
• Federal Financial Analytics - Provides information services and government consulting to the financial services industry.
  
• Empowered Wealth - National consulting firm advises successful people on how to protect financial capital.
  
• Greycourt & Co, Inc. - Investment consultants offers investment services.
  
• Wye River Capital, Inc. - Provides financial advisory and capital financing services to businesses, governments and non-profit organizations.
  
• Weston Capital Management Inc. - Fee-based advisor, specializing in investment banking, finance, and portfolio management.
  
• Ben S. Cole Financial, Inc. - Provides consulting to the financial services industry worldwide.
  
• Capital Resource Management - A full-service financial firm advising individual and institutional investors. Listing of services provided, newsletters, financial links, contacts and a promotional video.
  
• Synectics Group, Inc. - Specializes in trade promotion management.
  
• Enterprise Services, Inc. - Provides expert knowledge relating to ESOPs throughout the United States.
  
• Walton Management Services - Consulting firm introduces tax incentive programs to corporations nationwide.
  
• Petrov and Petrov Consult Ltd. - Offers business and investment consulting, financial and accounting services. Bulgaria.
  
• Brand Finance - Conducts brand valuation and strategy assignments with blue-chip clients.
  
• LD Bailey & Associates - Specializes in asset management, financial analysis, business strategy, and management technologies.
  
• Estate Street Partners, LLC - Tax strategists assist clients in making smart decisions about their finances.
  
• Zimmerman Financial LLC - Tax, accounting, and financial advice to individuals and businesses.
  
• BSpudly Enterprises - Provides financial consulting, bank instruction and expert testimony.
  
• Shepherd Partners, Inc. - Turnaround and refinance consultants for middle-market and family owned businesses.
  
• Smith Barney Financial Consultant Locator - Search for a financial consultant by location, keywords, or investment needs.
  
• Independent Professional Services - Financial and administrative service for independent consultants.
  
• Fountain Agricounsel LLC - Management consulting company and a strategic advisor to investment banking companies doing financial transactions in agribusiness
  
• Horizon Advisors, LLC - Assists companies and their stockholders with operational and financial problems.
  
• Coggans Wood - Independent financial advisors and insurance brokers. Also offers mortgage research and advisory services.
  
• Springsted Incorporated - Consultants providing financial advisory services to public entities.
  
• Bridgebay Financial - Investment consulting firm serving corporations and institutional clients.
  
• J. Peter Graeffe - Offers corporate financial consulting, focusing on planning, reorganization and acquisitions, investment analysis and project financing.
  
• Parks Financial Consultancy - Firm provides fiscal advising.
  
• Global Capital Group - Focusing on real estate and banking sectors in UK and Europe. Corporate details, services description and contacts.
  
• TrueNorth - Offers consulting and analysis for banking, telecom, energy, and health care industries.
  
• The David R. Bergmann Group - Offering tax, insurance, and financial services. Products and services descriptions, client center.
  
• FiNext - Financial consultants managing financial operations for middle sized and large organizations.
  
• Risk Limited Corporation - Provides a range of financial strategic management advisory services, risk management, and educational programs.
  
• WebFinance Consulting - Offers consulting for an online financial services sector. Features areas of expertise and contact details.
  
• Technology Capital Partners - India-based firm provides funding and advisory services to the technology sector.
  
• Gordian Group, L.P. - Providing investment banking and financial advisory services in complex situations.
  
• KGS Financial, Inc. - Provides operational, financial, risk management and derivatives consulting
  
• Fiduciary Capital Management, Inc. - Provides institutional clients with stable value investment management services.
  
• UMB Consulting Services - Compliance consulting services offered by UMB Bank.
  
• Advies Associates - Offering offshore financial consulting services.
  
• Noa Lessing Fusco, LLC - Fee-only financial advisory services, including asset management, estate, retirement and tax planning.
  
• Caleb Consulting Group, Inc. - A financial consulting firm based in Bellevue, WA, USA. Specializing in pension and trust services.
  
• Trust Resource Company - Conducts trust and asset management feasibility studies and implementation programs.
  
• Nelson Business Financial Consultants - Specializes in business plans, mergers and acquisitions and valuations.
  
• Advisory Services, Inc. - Provides consulting to banks and financial institutions worldwide.
  
• Vertic SpA - Offering finance management consulting to small and medium enterprises.
  
• Gary Johnson and Associates, Inc. - Financial planning and employee benefits consultants. Includes retirement and investment planning, and online portfolio.
  
• JDS Financial Solutions - Information on immediate annuity pay-outs, high interest rates, fixed deferred annuities, and the equity index.
  
• Global Financial, Inc. - A place for business to find financing solutions to any financial need.
  
• The Muller Group - Consulting firm specializes in Gainsharing Systems.
  
• Terry Wakefield - Offering strategic consulting services for financial companies. Provides an executive profile, references and affiliations.
  
• Farley & Bride Ltd. - Corporate finance, debt recovery, under performing assets, transaction support and unstructured investigations.
  
• Applied Financial Diagnostics - Specializing in consulting, training and software solutions to corporates, government and financial institutions. Areas of expertise include foreign exchange, financial systems and financial engineering.
  
• George Smith Partners - Provides real estate financing and consulting services nationwide.
  
• Link Diversified Services,Inc. - Specializing in insurance, employee benefits and investment packages. Features company's profile and news.
  
• Jennings and Associates - Consultants in the area of corporate finance.
  
• Virtual Capital Group - Assists start-up and established enterprises with business and financial advice.
  
• Three Capital Management - Registered investment advisory firm providing a financial planning and investment management solutions to assist clients during changing life-phases. Boise, Idaho, USA.
  
• Financial Technology Partners - Bank consulting firm specializing in payment systems and solutions.
  
• Babylon Business Finance - Provides asset, property development, and trade finance, business leasing, factoring and invoice finance solutions in the United Kingdom.
  
• MicroCom Technologies - Provides consulting services to firms utilizing portfolio management and trading systems.
  
• The CFO Connection - Part-time expertise in finance, strategic planning and negotiating.
  
• Fraser Hone Consulting Inc. - Specializes in corporate planning, financial, risk management and administrative.
  
• Goldberg Corporate Finance - Provides international corporate finance consulting. Specializes in mergers and acquisitions, business and market analysis, valuations.
  
• The Empyrean Group - Maximizes tax credits for research and experimental development.
  
• Lyle B. Benson, Loan Consultant - Offers to obtain the best terms for a loan request for businesses.
  
• Replicon Oy - Offers corporate finance services for life-science sector, including biotechnology, pharmaceuticals, as well as IT-solutions. Helsinki, Finland.
  
• Mark Monreal & Associates - Business and financial consultants.
  
• Marie Landel & Associates - Provides European companies with part-time financial management of subsidiaries in the United States.
  
• Joplin Advisors, Inc. - Specializes in turnaround management, interim CFO services and acquisition integration.
  
• Kenneth J. Dalto & Associates - Specializing in access to capital investment, business development, crisis and restructuring consulting.
  
• Andrew Kalotay Associates - Specialists in corporate and municipal debt management, bond valuation, and derivatives.
  
• Campbell Williams, Inc. - Investment consulting firm assisting clients with investment portfolio management.
  
• Quadrant Group - Offers international risk management consultancy services. Featured links. Contact details. Plymouth, UK.
  
• Family Office Exchange - Advises both family members and the professionals responsible for managing their wealth.
  
• Hynes, Himmelreich, Glennon & Company - Fee-only financial services firm, specializing in individual financial counsel and investment management, personal and corporate tax preparation, and family foundation management.
  
• DeVisscher, Olson and Allen LLC - An independent financial advisor for family-controlled companies.
  
• A. A. Nazzaro Associates - Offers securities lending management and consulting services.
  
• Meridien Research - Provides advisory services on the technologies that will have the greatest impact on the financial services industry.
  
• Biz 911 - Engaged primarily in the process of business dispute resolution and debt management.
  
  

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