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Brett Vogel
-Financial Management, Reporting, Analysis, Planning, Budgeting, Accounting Operations, Project Management
Sarbanes Oxley, Internal Controls, Process Improvement
-Project Management, ERP system implementations
Scot Shier, CFP, CFEd
Certified Financial Planner
Modern Wealth Advisors
Our mission is to help our clients manage life’s milestones. No matter what stage you are in life, our goal is to help you accumulate wealth, protect wealth, and build a legacy so you and your family can pursue your dreams.
Money and Risk
MoneyandRisk.com gives the straight scoop about finance and money for business owners and executives.
We share the issues that others don’t talk about.
We bring you hands on experts who gives you the inside tips that you can use right away.
Privata Banca, LLC
We are “investor” scouts seeking real estate investments for our clientele. After three decades of experience, our investors have achieved double digit returns on their secured investments regardless of the uncertainties of recent times.
Cedra Capital Corporation
Cedra Capital Corporation is a nationwide equipment finance and leasing company. We provide a wide array of customized and cost-effective equipment financing and leasing solutions for small and medium-sized businesses with their capital equipment purchases.
Burns Investment Group of Stifel Nicolaus
Burns Investment Group of Stifel Nicolaus is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and to help you achieve your retirement goals.
January Financial
January Financial is committed to assisting our clients in successfully navigating these challenging financial times. We view wealth as going far beyond your balance sheet and representing abundance in all areas of your life.
The Hendler Financial Group
My expertise covers matters pertaining to financial and tax planning, asset protection, retirement and income planning as well as wealth preservation and estate planning. I conduct educational seminars and training workshops on these subjects.
South Orange County Properties
We sell businesses, buy businesses, handle commercial real estate needs, and your special situations.