Contact Name
Elaine Johnson
Business Genre
Short Business Description
Accounting/Management Consulting
Long Business Description

Established in 1990, AMS is a service organization providing reliable information to facilitate wise decision making and to establish business management objectives. Our clients are primarily nonprofit organizations and small business. Specializing in the design & the application of accounting & management systems as well as maintenance of accounting information.

Business Website Address
Business Phone Number
708-703-7367
Business Address
924 West 75th St - Suite 120/238
Naperville, IL
60565-6193
$18 Million NMTC Performing Arts Center at Cathedral High School, LA California 2019 Opening
Contact Name
Bridget Chisholm
Business Genre
Short Business Description
Boutique economic development financial advisers and business strategy consulting firm.
Long Business Description

As a socially conscious, boutique economic development financing and consulting firm, BWC takes a holistic, objective and entrepreneurial approach to advising units of local government, operating companies and higher education clients on how to:
● Position themselves for growth and sustainability ‐ Thriving Brands
● Drive economic impact and development via creative financing strategies and structures and/or
● Obtain the financing needed for growth or restructure for viability vs. project financing

WHAT MAKES US DIFFERENT?
We believe the success of organizations and businesses is inextricably tied to the success of the community and the individuals that live and work there.
Our Innovative Financing Yields Results
In order to meet the needs of each unique client, BWC takes an innovative approach known as Structured Multi‐Layered Financing, which:
● Leverages the power of public‐private partnerships using financial products and incentives, tax credits and programs available from local, state and/or federal government to cover project gaps.
● Incorporates traditional financial institutions willing to work in the community development space to deliver attractive financing options with creative capital sources to meet these needs.
● Accesses the constantly changing landscape of financial tools available for community development to leverage every dollar for which they qualify for a full array of investment options.
● Brings the resources and partners of the investment community and government together to layer and structure the appropriate financing vehicles and package them to fully meet the needs of sustainable communities

Business Website Address
Business Phone Number
336.691.5786
Business Address
P.O. Box 5183 Greensboro, NC
27435
Cartesian FinOp Partners
Contact Name
Info Cartesian
Business Genre
Short Business Description
Cartesian FinOp Partners is an accounting and finance firm specializing in supporting investment managers and SMEs, particularly in alternative investment funds and investment operations
Long Business Description

Cartesian FinOp Partners was “Built for Users, By Users”. We sit at the intersection of Finance/Accounting and Investment Operations, serving Family Offices, Private Investment Funds, and Small & Medium Enterprises (SMEs). Emanating from the middle and back office of a London-based single-family office with operations in four countries, we service over 60 entities, including an investment vehicle holding over 40 different investments, such as private funds and portfolio companies.

Business Website Address
Business Phone Number
+1 203 442 4315
Business Address
750 Washington Boulevard, 10th Floor Stamford, CT 06901
06901
Edward Jones Investments
Contact Name
Michele Pearson
Business Genre
Short Business Description
Even if retirement is still far off at this point in your life, you can take steps today to work toward financial independence so you have the freedom to make retirement your own.

Start today by contacting Michele Pearson. Together, you can develop a solid retirement savings strategy to help you live comfortably after you stop working.
Long Business Description

As a business owner, you know the importance of developing a strategy and seeing it through. We understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process we take seriously. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.

Business Phone Number
7065437952
Business Fax
8888390486
Business Address
690 Highway 29 N, Suite 100
30606
Pat J Lewis, Financial Advisor
Contact Name
Pat J Lewis
Business Name
Business Genre
Short Business Description
Financial Services. I help people make smart choices with their money - retirement, investing, insurance, budgeting, and saving. I create a personalized written plan based on your wants, needs, goals, and desires.
Long Business Description

I work with families, individuals, and small businesses to help them pursue their financial goals and understand the many aspects of their financial lives by providing them with accurate information and the right products to meet their needs. I strive to help clients focus on financial security and becoming financially independent. I build strong, long-lasting relationships by having a hands-on approach to financial guidance. I let my clients know and help them feel that I truly care about their hopes and dreams.

Business Phone Number
(719) 599-8861 x 202
Business Fax
(719) 599-3340
Business Address
1277 Kelly Johnson Blvd, #260
80920
Fran Hollaway CPA/EA
Contact Name
Francina Hollaway
Business Genre
Short Business Description
Tax and Accounting Firm
Long Business Description

Full service tax and accounting firm. Providing tax and financial planning and helping you to achieve financial security.

Business Website Address
Business Phone Number
941-925-1040
Business Fax
941-360-1045
Business Address
2937 Bee Ridge Road Suite 5
Sarasota, FL
34239
Best Investment Fund Setup Experts
Contact Name
Best Investment Fund Setup Experts
Business Name
Business Genre
Short Business Description
FundSetup is a global provider that helps asset managers, family offices, and institutions launch and run regulated investment funds in top jurisdictions like Luxembourg, ADGM, DIFC, and Cyprus. Their services cover the full lifecycle from strategic planning and legal structuring to NAV reporting, compliance, and audit coordination
Long Business Description

Our team at FundSetup includes the best investment fund setup experts globally, delivering unmatched support for launching regulated funds. We specialize in fund registration, structuring, compliance, and administration across major financial centers. With deep industry knowledge and a client-focused approach, we help you navigate complex regulatory landscapes and bring your fund vision to life with confidence and efficiency.

Business Website Address
Business Phone Number
+971 23 567 9000
Business Address
DIFC, Dubai, United Arab Emirates
25314
Guard Your Claim
Contact Name
Guard Claim
Business Name
Business Genre
Short Business Description
Guard Your Claim is a team of expert claims adjusters in Coral Gables, Florida.
Long Business Description

Guard Your Claim is a team of expert claims adjusters in Coral Gables, Florida. We cover multiple types of damage in claims including residential and commercial property insurance claims to maximize claims while minimizing stress.

Business Website Address
Business Phone Number
305-946-9155
Business Address
814 Ponce de Leon Blvd, Suite 407, Coral Gables, FL

33134
Health Coverage Solutions
Contact Name
Health Coverage Solutions
Business Genre
Short Business Description
At Health Coverage Solutions, we take pride in empowering consumers to make knowledgeable, well-informed decisions about their healthcare coverage.
Long Business Description

At Health Coverage Solutions, we take pride in empowering consumers to make knowledgeable, well-informed decisions about their healthcare coverage. As one of the nation's leading providers of Medigap (Medicare Supplement) insurance plans, we specialize in helping individuals enhance their existing Medicare Part A and Part B benefits. Our mission is to simplify the process, offer personalized guidance, and ensure you receive the supplemental coverage that best fits your needs and budget.

Business Website Address
Business Phone Number
877-752-1350
Business Tags
Business Address
6810 N State Rd 7, Coconut Creek, FL
33073
Jones and Tuggle PLLC
Contact Name
Sherila Jones-Tuggle
Business Name
Business Genre
Short Business Description
Jones and Tuggle PLLC is a family-owned, certified public accounting firm with a long history in Memphis, TN. Our services include general accounting, audit, tax, and management consulting.
Long Business Description

Our Services include:
GENERAL ACCOUNTING
We understand that financial decisions carry great responsibility, and know the efforts that go into maintaining and ensuring the accuracy and integrity of financial records. At Jones and Tuggle, your future success is our greatest priority and our solutions aim to provide you two priceless gifts - peace of mind and more time to spend on what matters most.
AUDIT
A clear financial picture supports sound decision-making, particularly during economic downturns and tight credit markets. Ledgers and internal reporting that accurately reflect your financial information help managers act decisively. Financial statements audited by respected accounting and financial management professionals give lenders and investors the confidence they need to support you.
TAX
Whether you have a single, specific need or require comprehensive service, we offer the knowledge, experience, and resources to help you meet your goals. You can depend on our multidisciplinary team to guide you through the complicated tax environment. Our team of experts deliver certainty by closely examining your distinct situation to provide an accurate representation of potential tax savings and uncover opportunities to lower your tax liability.
MANAGEMENT CONSULTING
Expansion, technological advancements, and business disrupters can challenge even the most profitable organizations. We’re committed to helping organizations solve the most critical and complex business issues. Using in-depth market and data-driven insights, we offer a full spectrum of integrated services that allows business executives to make informed, confident decisions resulting in accelerated growth and sustained competitive advantage.

Business Website Address
Business Phone Number
9013320111
Business Fax
9013320504
Business Tags
Business Address
4466 Elvis Presley Blvd.
Suite 249
Memphis, TN
38116