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USA Investment CompaniesWe are a directory of US based firms, advisors and managers offering personal and business investment services. Here you can find unbiased customer reviews and recommendations of local companies. |
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Browse by State | Businesses Servicing Nationwide |
| Austin TX | Detroit MI | Milwaukee WI | San Diego CA |
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| Advisers Investment Managagement, Inc. | ![]() | (866) 785-0180 |
Fee-only CFP Advisor that offers comprehensive financial planning and wealth management solutions. Whether its college planning, retirement planning, investment management, or a Roth conversion, we can give you unbiased and objective advice. Come experience the fiduciary advantage. www.thecompletesolution.com 1007 S. 3rd. St, 81401 | ![]() |
| Rice Financial Products | ![]() | (212) 908-9200 |
Rice Financial Products Company is a complete service municipal investment banking firm. We specialize in the development and implementation of traditional bond and derivative-based transactions to understand the increasingly complex financial requirements of state and local government issuers. Our customers include many of the biggest municipal issuers in the nation. ricefinancialproducts.com 17 State Str # 40, 10004 | ![]() |
| Whitetail Financial | ![]() | (661) 547-5975 |
Whitetail Financial is a growing Real Estate Advisory and Mortgage Company. We pride ourselves in treating each and every customer as our only customer, delivering each personal with the utmost superior service, along with honest, beneficial advicewe're on your side! Whitetail Financial. strives to educate our customers with up-to-date market changes, empowering them with the knowledge needed to make smart investments. www.whitetailfinancial.com 849 South Broadway Apt 602, 90014 | ![]() |
| Cabrera Capital Markets | ![]() | (312) 236-8888 |
The Cabrera Commitment is to establish and maintain lasting relationships with our customers contributing to their financial security and results. Our investment specialists will assist you to reach your aims by delivering professional and personalized services within the ever changing global market place. cabreracapital.com 10 South La Salle Strt # 1050, 60603 | ![]() |
| Capstone Asset Management | ![]() | (713) 260-9000 |
Capstone Asset Management Company, set up in 1981, is a privately owned investment adviser headquartered in Houston, Texas. At Capstone, our mission is to supply quality investment management solutions to a huge spectrum of customers, both institutional and personal. capstonefinancial.com 5847 San Felipe Strt # 4100, 77057 | ![]() |
| Challenger Real Estate Investment Services | ![]() | (215) 242-8300 |
Challenger's mission is to evolve and protect customer wealth through exceptional real estate investment sales, advisory, research and property management services. Challenger is a brokerage company specializing in real estate investment and property management in Philadelphia and surrounding communities. www.challengerreis.com 7151 Germantown Avenue, 19119 | ![]() |
| Nations Investment | ![]() | (602) 861-9260 |
We believe it's important to listen carefully to every customers' requirements and wants, then meet every expectation they have with integrity and honesty. We're a complete-service real estate brokerage firm with seven years of knowledge in the Arizona real estate market. Our associates specialize in all kinds of property, from single family homes, to land, to income-producing and commercial buildings. nationsinvestments.com 2432 West Peoria Avn # 1029, 85029 | ![]() |
| Kercheville | ![]() | (210) 694-5000 |
Our strength lies in our knowledge and capability to find exceptional investment ideas, research them thoroughly and stand by our convictions. We aim to achieve superior returns for our customers by early recognition of changes in the marketplace and have found that the greatest money making ideas come from independent research and judgment. Kercheville & Company is a member of FINRA and SIPC. kercheville.com 15750 West Ih 10, 78249 | ![]() |
| CIS Investments | ![]() | (619) 574-4644 |
We've been successfully assisting customers in the purchase, selling, and management of income property within the county of San Diego for over thirty-years. Our success is established on the firm's original principals to treat each Client as if you were the only Client. www.cis-investments.com 7850 Mssn Ctr Crt, 92108 | ![]() |
| Milkie Ferguson Investments | ![]() | (214) 987-3900 |
Here at Milkie/Ferguson, the customer comes 1st. Our customers are the kind of people who demand personal attention when making decisions about their security and their families. Our customers are the kind of people that make investments based on their unique requirements as opposed to buying products that supply the most benefit to the investment company. milkieferguson.com 8750 North Central Expw # 1700, 75231 | ![]() |
| Alpha Capital Management | ![]() | (313) 874-5079 |
Welcome to Alpha Capital Management, Incorporated One of Michigan's biggest and fastest growing African American owned investment advisory companies. Alpha was established in March 1991, and registered with the Securities and Exchange Commission in June 1991. Alpha's main business is the management of institutional accounts for U.S. customers. Alpha has celebrated several important milestones. alphacapinc.com 3011 West Grand Blvd # 1516, 48202 | ![]() |
| Stock & Option Solutions | ![]() | (408) 979-8700 |
July third: SOS announces TEAM - Total Equity Administration & Management - a new scalable and flexible way to fill any and all gaps in your stock plan management. June 21st: SOS announces the SOS Library - a selection of whitepapers and articles on timely industry topics. June sixteenth: SOS announces enhancements to tender offer website. SOS brings you a new corporate brochure. sos-team.com 6399 San Ignacio Av # 100, 95119 | ![]() |
| Lasalle St Securities | ![]() | (317) 842-7600 |
LaSalle St. is a privately owned broker/dealer serving the requirements of independent registered representatives, financial institutions and investment advisors for over thirty five years. Registered in all 50 states and the District of Columbia, our staff of seasoned specialists is committed to your long-term success and eager to suit your requirements. lasallest.com 8275 Allison Pointe Trls # 380, 46250 | ![]() |
| Central Ohio Financial | ![]() | (614) 485-1188 |
Central Ohio Financial Consultants is a complete-service financial solutions company that has the flexibility to provide unique solutions to your planning and investment requirements. We use the depth of our experience to develop a customized foundation on which to build and maintain your wealth. cofcllc.com 1650 Lk Shoar Drv, 43204 | ![]() |
| Rochdale Investment Management | ![]() | (415) 477-2544 |
Rochdale Investment Management welcomes you to our Web site. As it is our mission to supply you with comprehensive service regarding your investment requirements, this Web site enhances our communication with you and provides you the most current information on your portfolio. rochdale.com 120 Montgomery Str # 2150, 94104 | ![]() |
| Choice Investments Inc Advisory | ![]() | (512) 302-6098 |
CHOICE Investments. was established in Austin, Texas in 1984 with the vision to be the local Investment Advisor Firm of choice for those seeking independent investment and retirement planning services. Our competitive edge is a rare blend of technology and corporate independence which enables our advisors the possibility to provide a huge array of investments and products that meet the requirements of their customers. www.choiceinv.com 3721 Executive Ctr Drv, 78731 | ![]() |
| Crisler Tipton Wunderlich | ![]() | (901) 761-1330 |
These valuations reflect securities or assets held at First Clearing, which carries your account and acts as your custodian for funds and securities deposited with them through Wunderlich Securities, your introducing company, or as a result of transactions processed for your account by First Clearing. wunderlichsecurities.com 5100 Poplar Ave # 150, 38137 | ![]() |
| Alex Brown Realty | ![]() | (410) 727-2346 |
Alex. Brown Realty. is a privately-owned real estate investment director organized in 1972 and headquartered in Baltimore, Maryland. ABR co-invests with customers and joint venture partners in properties situated throughout the US. For more than 30 years, in virtually all kinds of real estate and under widely varying economic conditions, ABR has represented the interests of its customers, maximizing the value of their real estate investments. abrealty.com 300 East Lombard Strt # 1200, 21202 | ![]() |
| Legacy Capital Partners | ![]() | (414) 271-1664 |
Legacy Capital Partners is a U.S. Securities and Exchange Commission Registered Investment Advisory company and maintains a notice filing in the state of Wisconsin. The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory or securities business in any states beyond the states in which Legacy Capital Partners. maintains registration or is exempted or excluded from registration based on each state's applicable di minimis rules. www.legacycapitalpartners.net 1200 North Mayfair Rd # 360, 53226 | ![]() |
| GUNN Allen Financial | ![]() | (303) 572-0073 |
GunnAllen Financial is a complete service brokerage and investment banking company with a nationwide presence. For more than two decades, GunnAllen Financial has been delivering customers with a huge array of investment products and services to assist them prepare for their financial future. Today, GunnAllen Financial continues to supply customers with solutions for all of their financial requirements. gunnallen.com 2171 South Trenton Wy # 220, 80231 | ![]() |
| Banc Oklahoma Investment Center | ![]() | (405) 936-3749 |
Bank of Oklahoma - Tulsa Metro and Oklahoma City financial institution - secure online banking, loans, mortgages, cd's, retirement investments and more! Plus, we'll match a portion along the way. Personal Banking With everything from Free Checking and Free Unlimited Online BillPay to No Closing Cost Home Equity Loans, we design products and services with you in mind. www.bok.com 201 Robert South Kerr Avnue, 73102 | ![]() |
| Financial Design Consulting | ![]() | (520) 751-3777 |
There is an abundance of resources for you to explore here. You can research mutual funds or use one of our many financial plannng calculators. You can see how the Dow and NASDAQ preformed today and create and track your own investment portfolio. You can even request a quote on various insurance products. Please feel free to e-mail a question or comment to our office. www.financialdesignconsulting.com 1161 North El Dorado Pl, 85715 | ![]() |
| Reaves | ![]() | (201) 332-4596 |
Founder, William H. Reaves built on his knowledge and experience of the utilities industry to create the framework for our research-driven investment philosophy that serves as the Firm's foundation. In 1978, Reaves started managing its 1st institutional account focused exclusively on the Utility and Energy Infrastructure sectors. whreaves.com 10 Exchange Pl # 18, 07302 | ![]() |
| Ladd Capital Management | ![]() | (203) 562-6624 |
Ladd Capital Management, LCM was established in 1975 to manage the investment portfolios of corporate, endowment, and personal customers. Our goal is to assist our customers attain their financial objectives through conservative, lower risk investment management. www.laddcap.com 110 Whitney Aven, 06510 | ![]() |
| Tim Koenning Investments | ![]() | (404) 467-4453 |
You have worked hard for what you have and we like to assist you keep it! Protecting and growing your wealth, creating guaranteed income and establishing your legacy.these are a few of the things we do for you here at Magnolia Financial Advisors. As a diversified and fully independent investment and retirement planning advisory company, Magnolia Financial Advisors' Managing Partners have more than 70 years of combined knowledge in the financial services industry. www.timkoenning.com 3495 Piedmont Rd NE, 30305 | ![]() |
| Focus Asset Management | ![]() | (757) 499-5000 |
Gain valuable insight & learn how to further your investment strategy for 2005 and beyond. Contact Focus Asset Management today to consider how we can assist you! Focus Asset Management Company Our goal is to supply you with a positive long-term investment experience, and an advisor relationship built on individual trust and firm huge Integrity. www.focusasset.com 5101 Cleveland St # 104, 23462 | ![]() |
| Webb Financial Grou | ![]() | (952) 837-3200 |
Our philosophy starts with the importance of building a solid, long-term relationship with our customers. We recognize your need for value in an Investment Advisory Service and understand that investing is not just about portfolios, but about our customers, their requirements, concerns, and desires. www.webbfinancial.com 7900 Xerxes Aven South # 1920, 55431 | ![]() |
| Nicholson Capital Management | ![]() | (816) 931-5757 |
The company was set up in 1988 to supply investment management and financial consulting solutions to a huge array of customers now in 18 states. The company manages balanced accounts for individuals, employee benefit plans, corporations, governmental entities, charitable organizations, and tribal entities. nicholsoncap.com 1656 Washington Strt # 100, 64108 | ![]() |
| Andrew Garrett | ![]() | (803) 252-7980 |
For honest and valuable advice, people turn to Andrew Garrett. We're dedicated to exceeding every one of our customer's expectations. Intelligent and personalized service; we are known for it. www.andrewgarrett.com 1219 Assembly Str # 102, 29201 | ![]() |
| First Bank & Trust Investments | ![]() | (504) 584-5966 |
For more than 17 years First Bank and Trust has been servicing the requirements of businesses and individuals in our local community. FBT Investments. was created to enhance our services by providing investments, insurance, venture capital, business advice and film production support. fbtinvestments.com 909 Poydras Str, 70112 | ![]() |
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