- Akshay Javeri Financial/Investment Advisor [IA][Direct] -
For stocks, bonds, mutual funds, cd's, retairement plans, college funds and other financial/investment needs.
- Alliance Pension Consultants, Inc. [IA][Direct]
- Alpha Services Limited [IA][Direct] -
Provides offshore company formation as well as trusts, offshore trusts, and ship registration.
- Alternative Investments Corporation [IA][Direct] -
A financial engineering firm specializing in convertible securities which includes convertible arbitrage.
- American Data Services, Inc [IA][Direct] -
The source for all of your mutual fund servicing needs.
- American Express Financial Advisors [IA][Direct] -
Helps identify and achieve your financial goals - small business, retirement, tax planning, and education.
- American & International Corporate Services Ltd. (AICS) [IA][Direct] -
Specializes in offshore business services, domestic and foreign incorporation, asset protection planning, foreign trusts and foreign bank account introductions.
- American Partnership Exchange [IA][Direct] -
Service that helps find the highest bid for your limited partnership units.
- American Qualified Plans, Inc [IA][Direct] -
Providing information and services about ESOPs, appraisal, administration, financing techniques, and 401(k).
- Anacapa Pacìfica S.A. [IA][Direct] -
Provides investment consulting for foreign investors in Costa Rica
- Asset Strategy Consulting [IA][Direct] -
An institutional investment consulting firm for pension funds, insurance companies, foundations and endowments.
- Batterymarch Financial Management, Inc. [IA][Direct]
- Benefit Consulting Group, Inc. [IA][Direct]
- BFI Consulting AG [IA][Direct] -
Swiss financial service company offering low-risk, conservative investment products; Swiss annuities, gold investment, international banking.
- Blue Chip Information Corporation [IA][Direct] -
Real-time investment advice, personal consultation, options, stocks, bonds, futures, currencies.
- Broadbase Financial Consulting [IA][Direct]
- Brookwood Investment Advisors [IA][Direct]
- Caldwell Advisory [IA][Direct] -
Fee-only investment advisory firm; utilizes the savings of no-load mutual funds and the services of a leading discount broker.
- Callan Associates Inc [IA][Direct] -
Investment consultant for foundations, pension funds and investment managers.
- Cambridge Advisors [IA][Direct] -
Alliance of fee-only personal financial advisors throughout the U.S. serving Middle America. We accept no commissions and sell no products.
- Canadian Financial Advisory Service [IA][Direct] -
Up-to-date mortgage rates. Retirement planning tips. Tax savings strategies. Investment comparison calculators
- Carramar Limited [IA][Direct] -
Serving clients needing to rationalise assets or invest in buildings, facilities, equipment or infrastructure.
- Castle Financial, Retirement & Estate Planners, Inc [IA][Direct] -
New Jersey based firm offering objective financial, retirement, estate planning and money management services by experienced professionals.
- Century Securities Associates [IA][Direct] -
Servicing investment professionals aspiring to become independent brokers. We will provide assistance with real-time quotes, research, marketing, and all associated broker services.
- China Update [IA][Direct] -
Provides firms throughout Canada and the US with business information and consultation on commerical and investment opportunities with China.
- CI Consultancy [IA][Direct] -
Provides consultancy, products and software services to the financial services industry.
- Citywatch Ltd [IA][Direct] -
UK provider of shareholder information and analysis.
- C. Jones & Company [IA][Direct] -
Investor relations: All aspects of investor communications are supported. Financial consultants: beginning as early as product inception.
- CMS Financial Services [IA][Direct] -
Third-party investment consultant offering asset allocation, manager/fund selection, portfolio accounting, and performance measurement services.
- Coast Northwest, Inc. [IA][Direct] -
Provides financial resources and consulting for emerging and growing companies
- Cochrane, George [IA][Direct] -
Consulting in Australian gold investing.
- Colorado Financial Consulting Services [IA][Direct] -
CFCS offers stocks, bonds, mutual funds tax programs, mortgages, retirement and more.
- Community Financial Planning Services, lnc [IA][Direct] -
Offers free and fee services to help individuals maximize 401(k) and 403(b) plans,mutual funds,retirement planning,pension distributions and IRA rollovers.
- Companion Capital Management, Inc [IA][Direct] -
Registered investment advisor specializing in the conservative management of balanced (stocks/bonds) portfolios.
- COMSTAT Capital Sciences Inc [IA][Direct] -
Capital asset consulting group in Western Canada.
- Covenant Group, Inc [IA][Direct] -
In no-load index-style investment management, asset protection, estate and business planning, charitable giving and trusts.
- D&G Sciences [IA][Direct] -
Offers independent estimates of cost-to-complete, and time-to-finish research and development projects.
- Ebrington Group [IA][Direct]
- Economic Strategies, Inc. [IA][Direct] -
Provides a focused advisory service to international financial institutions.
- Ethical Financial Ltd [IA][Direct] -
Independent ethical specialist.
- Euro Currency Research, Ltd. [IA][Direct] -
ECR advises, by fax or telephone on currencies, interest rates and stock market indices in the 10 major economies in the world.
- Ezra Zask Associates [IA][Direct] -
Investment management and advisory firm with expertise in capital and risk management. provides fund management, consulting and training programs for global financial markets.
- FCA Corp. [IA][Direct] -
Financial planning and investment advisory services on a fee only basis.
- Fielder Financial Management, Ltd. [IA][Direct] -
Specialize in providing legal investment strategies and techniques to reduce current and future taxation, increase annual income, and preserve family fortunes
- Financial Advisory Service [IA][Direct] -
Provides financial advice for investors at a moderate price. Asset allocation, mutual fund selections, undervalued stock selection tailored to your needs.
- Financial Concept Group [IA][Direct] -
Information on a wide range of financial products to help create a financial plan.
- Financial Freedom [IA][Direct] -
A fee only financial planning, asset allocation & investment management company. Also providing retirement & estate planning, income tax planning, insurance analysis & college education planning.
- Financial Planning Online [IA][Direct] -
Interactive information resource for professional financial planners and investment advisors.
- First Financial Planners [IA][Direct]
- Fourseasons Energy Source [IA][Direct] -
Erves investors seeking diversified energy investments.
- Frank Russell Company [IA][Direct] -
Asset management consultants, advising pension fund sponsors and other institutional investors
- Frank Russell Company@ (1999)
- Gamla Stan Group [IA][Direct] -
Founded in May, 1996, as an IPO marketing & strategy consulting firm. Distributor of "EASDAQ: An Entrepreneur's Guide to Going Public."
- Georgeson & Company, Inc. [IA][Direct] -
Proxy solicitation, investor relations and stockwatch services to over 750 companies worldwide.
- Gerhard Raible Financial Services [IA][Direct] -
Investmentsfonds, Insurances, Economic Assistance
- Globalcontact Ltd [IA][Direct]
- Green Mountain Asset Management Corp [IA][Direct] -
Investment research based in part upon Warren Buffett's principles. Written commentary, usually downloadable spreadsheet, and financial tables. Performance of prior recommendations provided in detail.
- Griffin Capital Management [IA][Direct] -
Offers financial research and other services.
- Hennessee Hedge Fund Advisory Group [IA][Direct] -
Provides investment advisory services in the hedge fund industry.
- Hopgood Group, The [IA][Direct] -
Consulting exclusively for hotel investments.
- Ibbotson Associates [IA][Direct]
- Interface Management Limited [IA][Direct] -
International business management, finance and tax consultants located in the Island of Jersey, Channel Islands.
- International Development & Finance [IA][Direct] -
Assists companies in the identification, development, financing and implementation of international project and trading opportunities.
- International Institute of Trading Mastery, Inc. (IITM) [IA][Direct] -
Helps investors and traders improve performance and maximize returns thru self-improvement.
- Investment Advisory Service [IA][Direct] -
Provides sound objective advice to help investors achieve their goals. Services include: investment planning, the implementation of an investment strategy, and performance measurement.
- Investment Forum Ltd [IA][Direct]
- Investor Relations Web [IA][Direct] -
Guide to investor relations on the Internet.
- ITG, Inc.@ (1996)
- Karagosian Financial Services [IA][Direct] -
Provide financial consulting and money management services to individuals and institutional investors.
- Katonah Research [IA][Direct] -
Global stock, bond, currency, and mutual fund research as well as interactive investment surveys.
- Lamaute Capital, Inc. [IA][Direct] -
Specializes in retirement plans with tips for employees who are changing, leaving, or losing a job.
- Laughlin Forum [IA][Direct] -
Investment services consulting.
- Liberty Financial Companies [IA][Direct] -
Provides asset management, investments, annuities, mutual funds, retirement plans and a young investor program.
- Lincoln Financial Services [IA][Direct] -
Asset management, pension, trustee and fiduciary services, investments, estate and retirement planning, life and health insurance and annuities.
- MEI Real Estate Services [IA][Direct] -
Management, consulting and investment services to private investors, pension funds, corporate REO depts., bands, govt. agencies, REIT's and private trusts.
- Menke & Associates, Inc. [IA][Direct] -
Qualified tax-exempt Employee Stock Ownership Plan (ESOP) firm, offering financial/legal consultation, plan administration, business appraisals, investment banking services.
- Miller Advisors, Inc. [IA][Direct] -
Kathleen Miller, CFP, MBA is an author and financial planner who specializes in divorce consultation.
- Moreno's Investments [IA][Direct] -
Specializes in client-focused portfolios blending blue chip, high tech and financial securities for growth or income.
- National Regulatory Services, Inc. [IA][Direct] -
NRS and NRS Systems provide consulting services and software to the investment adviser and broker dealer compliance industry.
- National Residential Appraisers Institute [IA][Direct]
- New England Pension Consultants [IA][Direct] -
Independent, full service consulting firm that provides institutional clients with comprehensive investment counseling and performance measurement.
- New Mexico Financial Investment Services [IA][Direct] -
Independent certified financial planner, stock broker and registered investment advisor for mutual funds, stocks, investments, securities.
- Okno Group [IA][Direct] -
Policy consulting for clients interested in trade and investment in E Europe and the former Soviet Union; Arranges trade deals in the region.
- Option Vest [IA][Direct] -
Index Option financial advisor sharing investment tips on index option trading.
- Pacific Investment Advisors [IA][Direct] -
PIA offers investment and management services for foriegn and domestic companies.
- Patton Consulting [IA][Direct] -
Registered investment advisory serving investors in U.S. equities.
- Perritt Capital Management [IA][Direct] -
Portfolio management, investment advice for individuals, corporations and trusts; manage and sell shares in the Perritt Capital Growth Fund.
- Phoenix-Hecht [IA][Direct]
- Pizzano & Company, Inc [IA][Direct] -
Management and economic consulting firm, specializing in sales and market forecasting, marketing analysis and demand planning.
- Premier Solutions, Ltd. [IA][Direct]
- Ron Kelemen, CFP [IA][Direct] -
Financial planning with particular expertise in retirement planning, estate planning, and investment strategies.
- S.C. Marketing, Inc [IA][Direct] -
Provides investment services including stockholder relations, corporate relations, and related consulting services.
- Scudder Funds of Canada [IA][Direct]
- Securities Consultants Inc. [IA][Direct] -
Provides consulting and service bureau services to broker/dealers, including SEC/NASD reporting requirements, registrations, and books and records services.
- S&FA Capital Services, Inc. [IA][Direct] -
Provides consultation to clients in the financial services industry to meet regulatory, marketing, and strategic challenges.
- Shanghai International Partners [IA][Direct] -
For those who want to invest in mainland China; on the Chinese stockmarkets, directly into Chinese companies or to establish a joint venture.
- STANFORD&GOLDSTEIN Vermögensverwaltung AG [IA][Direct] -
Individuelle Vermögensverwaltung und Beratung. Devisen-, Futures-, Wachstum-Fonds.
- Steere Investment Counsel [IA][Direct] -
Offers straight forward tools to help you determine when to acquire stocks, what stocks to acquire, and when to divest them.
- Studio Parlati Associated Consultants [IA][Direct] -
Mergers & acquisitions, crisis management, business development in Italian and Eastern European markets, financial support and consultancy cybermarketing strategist
- Trend Analysis, Ltd. [IA][Direct] -
Independent analysts and researchers who provide daily technical commentaries on the world's major foreign exchange, bond and commodity markets and provide a consultancy service.
- Trendvest Ratings & Custom Analysis System [IA][Direct] -
For projecting the future price performance of 5,500 common stocks, 1,400 stock mutual funds, and investment markets. Text and database.
- Trepp Group [IA][Direct] -
Software and consulting firm servicing the structured finance community. Specialists in CMO, CMBS, ABS and whole loan securities.
- +Value [IA][Direct] -
Offers financial teaching and learning resources.
- Vissers Finance Groep [IA][Direct] -
Personal planning, hypoteek, pensioen and verzekering. (in Dutch)
- WebTrust.com [IA][Direct] -
Living trusts and legal documents for estate and tax planning available via online application. Legally reduce taxes and increase privacy by using a multiple trust estate structure.
- William R. Storie & Co. [IA][Direct] -
Independent financial consulting and management company based in Hamilton, Bermuda.
- Williams Lavitt & Associates [IA][Direct] -
Consultants in real estate specializing in macro and micro economic analyses of markets.
- Zielsdorf Financial Group [IA][Direct] -
A wealth management firm catering to the needs of higher net worth individuals and small to mid-size corporations.
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