Cetera Advisor
Cetera Advisors LLC is an independent broker-dealer and registered investment adviser that serves financial professionals. The firm operates a network of independent retail broker-dealers, offering a range of financial advisory services and products. Cetera Advisors provides various tools and resources to enhance the client experience, including the Connect2Clients marketing portal for personalized communications, and the AdviceWorks platform for insights on client management. Additionally, it offers solutions like SetIncome, which helps retirees generate reliable income, and iAnalyze, a management analytics tool that consolidates client data for financial advisors. The firm also emphasizes wealth management education through multi-day classes and workshops. By combining the benefits of a boutique firm with the resources of a larger organization, Cetera Advisors enables financial professionals to tailor their services to meet clients' unique financial needs and objectives.
Concourse Financial Group, established in 1985 and headquartered in Birmingham, Alabama, operates as an independent registered investment advisor and broker/dealer. As a wholly-owned subsidiary of Protective Life Corporation, it provides a comprehensive and innovative approach to insurance and financial planning support. The firm focuses on delivering tailored financial solutions to meet the diverse needs of its clients, emphasizing a holistic strategy that integrates various aspects of financial management.
Private Equity Round in 2024
Wilde Wealth Management Group is an independent financial advisory firm dedicated to helping clients establish a solid financial foundation for their lives. The firm offers a wide range of services, including investment management, retirement planning, tax and accounting services, estate planning, risk management, and insurance. Additionally, Wilde Wealth Management provides real estate services and other professional offerings, all aimed at simplifying complex financial processes and alleviating the stress associated with managing personal finances.
Powell Financial Partners is an independent wealth management organization that offers objective financial advice as well as practical financial planning and asset management solutions.
The Retirement Planning Group specializes in retirement planning and consulting services for high-net-worth individuals, families, and retirees. The firm is dedicated to assisting clients in achieving a secure and enjoyable retirement. Its range of services includes plan design and approval, preparation of government forms and reports, record keeping, regulatory compliance, as well as payroll and bookkeeping services. By offering comprehensive support, The Retirement Planning Group helps clients navigate their financial journeys both to and throughout retirement.
NetVEST Financial is a financial service company. It is an independent wealth and estate management firm. They have been working with individuals, families, and businesses to create and manage portfolios designed to optimize the probability of success. It offers services like wealth management, estate management, investment management, retirement planning, estate planning, and more.
Prosperity Advisors is an investment management company. They are analysts, administrators, and advisers that deliver on core values. They provide solutions and support for clients. They offer relevant tax planning solutions and accurate tax preparation services.
CCR Wealth Management specializes in providing tailored financial planning and portfolio management services to individuals, corporations, and institutions. The firm offers a range of services that include comprehensive financial planning, investment management, corporate retirement plans, and group health and life insurance. Additionally, it focuses on both business and personal financial coordination, aiming to help clients achieve long-term financial stability and strength. Through its strategic and methodical approach, CCR Wealth Management addresses the unique financial needs of its diverse clientele.
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