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  • www.brueggelaw.com
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Our mission is to serve families and closely held businesses. We've had that privilege for more than 30 years... We have been providing legal services to closely held businesses, farms and families for more than 30 years. We have helped our clients..
Relevance: 40.01652
  • maestrofs.com
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Maestro was designed to serve high net worth individuals and their families, new entrepreneurs, and owners of complex, closely-held businesses by providing expert, highly specialized, bespoke financial and personalized wealth administration..
Relevance: 33.930885
  • kaufin.com
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Working with high net worth individuals and closely held businesses Kaufman Financial designs and implements wealth transfer plans for our clients. We do no fee business but are compensated through commissions generated through the sale of insurance..
Relevance: 27.771994
  • tfopartners.com
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TFO Partners is a family of wealth management, family office, and trust services firms committed to doing more for individuals, families, and closely-held businesses...
Relevance: 26.904161
  • www.jeffreyguzmancpa.com
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Over 30 years experience working with a variety of clients, including affluent individuals and families, executives and owners of closely-held businesses... Individual Family Tax Planning Corporate Accounting and Taxation Financial Planning Expert..
Relevance: 26.731318
  • www.gsgadvisors.com
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GSG Advisors is an independent, fee-based, comprehensive wealth management firm serving the needs of affluent individuals, families, and closely-held businesses. We provide our clients with unbiased and integrated financial, investment, tax, estate,..
Relevance: 26.653559
  • www.pollockandcriswell.com
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We have had the honor and the privilege to have worked with more than 200 of the very best privately held businesses and most successful families in Northeast Ohio. For over 60 years, these businessowners and wealthy families have trusted our firm to..
Relevance: 26.075483
  • eaglecfoadvisors.com
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Providing CFO consulting services to businesses on an outsource basis. Serving the owners of privately held companies since 1992... Tom caters to a wide range of industries, including technology, medical device, instrumentation, manufacturing,..
Relevance: 25.963882
  • southernstatesinsurance.com
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When you work with SSI, you're part of something bigger and more important than just insurance. You're part of our family. And as a member of our family, we're here to help you protect your future and your dreams with insurance backed by a lifelong..
Relevance: 25.729368
  • www.woodallcpa.com
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For over 30 years, the professionals at Woodall & Associates, P.A. have been providing quality personalized financial guidance to individuals and closely-held businesses. We understand taking care of your business means taking care of the owners,..
Relevance: 25.705471
  • www.mhgraphics.net
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At MHGraphics we're a friendly, professional bunch with more than 30 years' experience in creative design. From large multi-national corporates to small, local businesses we work closely with all our clients to ensure our creative work meets their..
Relevance: 25.509235
  • www.bcgadvisor.com
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BCG Financial Services is a full-service financial planning and advisory solution for our clients. As a financial services firm located in Columbus, OH, our reputation thrives on our high-level of client satisfaction in Central Ohio and surrounding..
Relevance: 25.382246
  • www.greentreeaccounting.com
I am an independent CPA providing high quality personalized accounting services for both individual and business clients. Prior to starting my own practice I performed a full spectrum of tax and accounting functions for more than 13 years at a highly..
Relevance: 25.12888
  • laulegalservices.com
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With more than 25 years of experience, Lau & Associates is a general practice law firm serving individuals, families, and small- and medium-sized businesses in the Central and Southeastern regions of Pennsylvania. Our firm's expertise includes all..
Relevance: 25.078209
  • www.detterbeck.com
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DJM specializes in serving the accounting and tax needs of closely-held businesses. We provide hands-on assistance to business owners - helping them to increase productivity, improve operations, and plan for the future. For over 40 years, Detterbeck..
Relevance: 25.00324
  • beneshconsultinggroup.com
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Over the last 40 years, Bruce Benesh and his team have provided compensation consulting services to more than 500 clients. The significant majority of these clients have been within the family-owned sector. Based on our knowledge, we have worked with..
Relevance: 24.973097
  • www.triplejremodeling.com
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Triple J Remodeling is a Christian faith-based company, that will execute your project with integrity. We have been serving families and businesses in Northeast Ohio for more than 30 years. Our goal is to create a space that is safe and enjoyable for..
Relevance: 24.861925
  • www.ohdlegal.com
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Oaks, Hartline & Daly, LLP focuses on representing individuals, families and closely-held business owners in the areas of estate and gift planning; probate and estate administration; trust administration; and creating business structures in light of..
Relevance: 24.85635
  • www.beckandbecklawoffice.com
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If you are another professional who has worked with the Beck and Beck Law Office and you have questions... We are an estate and business-planning firm with over 30 consecutive years of experience in planning for Kansas families. We have seen plans..
Relevance: 24.747498
  • jrwaters.com
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At John R. Waters & Company, we believe that personal attention, trust, respect and quality service are essential for helping families and privately held businesses succeed. For more than 45 years, we've provided personalized accounting, and related..
Relevance: 24.726252
  • www.buchanans.co.uk
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For over 30 years we have been supporting small businesses, families and individuals with IT, technology and more... Supporting small businesses, families and individuals with IT, technology and more. Mac, PC, iOS, Android...
Relevance: 24.697723
  • www.cartermorse.com
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Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. We have earned a reputation over more than..
Relevance: 24.677128
  • cohencpastrategies.com
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Cohen CPA Strategies LLC is a Rockville, Maryland-based tax CPA firm specializing in providing individual taxes, business taxes, financial statement preparation, and trust & estate taxes for closely-held private businesses and their principals.....
Relevance: 24.62689
  • sequentasset.com
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Sequent was formed in 2008 as a multi-family office and professional investment management firm by Tim Hartzell and David Doll. As partners, we decided early on that what we were seeking to create was a boutique firm, a firm focused on serving highly..
Relevance: 24.547104
  • pozzuolo.com
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Pozzuolo Rodden Pozzuolo, P.C. is a boutique Philadelphia law firm providing knowledgeable business law and estate planning guidance to individuals and closely held regional companies and their owners... Pozzuolo Rodden Pozzuolo, P.C. Philadelphia..
Relevance: 24.488966
  • www.carn-assocpa.com
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We are a Tax Specialty practice located in Pittsburgh, PA. With more than 21 years experience providing tax preparation, planning and consulting services as well as accounting and business advisory services to a wide range of clients, we are equipped..
Relevance: 24.21382
  • www.thefourest.com
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Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system... One of the things that make financial advisors at FOUREST more effective is our independence... An independent financial planning..
Relevance: 24.108316
  • crutchfieldandgraves.com
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For more than 20 years, Crutchfield & Graves Insurance Agency has provided insurance strategies, plans and policies to hundreds of businesses, companies and organizations. Our clients range from small, closely held family businesses to large..
Relevance: 24.100004
  • www.tsswealthmanagement.com
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Trusted advisors since 1986, Tyler, Simms and St. Sauveur, CPA's, PC has built a staff of professionals with a reputation for quality and a commitment to excellence... In response to client demand, we have established TSS Wealth Management, LCC. We..
Relevance: 24.083408
  • gollehergroup.com
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The Golleher Group is an independent firm offering unbiased insurance innovation and solutions. With three decades of industry experience we have developed processes that provide pathways to protect income and family lifestyle during the working..
Relevance: 24.068737