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Capability

investment planning

Suppliers
6
States & provinces
5
Countries
2

6 investment planning suppliers across 5 states and provinces in 2 countries. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

Adams Wealth Management Group is a financial planning firm based in Centerville, Ohio, with additional offices in Dayton, Portsmouth, and Cincinnati. The firm provides financial planning, estate planning, retirement planning, investment planning, asset management, and corporate retirement services. It describes itself as a Veteran Owned Small Business and offers securities and advisory services through LPL Financial.

asset managementCorporate retirement plan servicesERISA 3(21) co-fiduciary and ERISA 3(38) fiduciary servicesestate planningfinancial planningretirement planning

ALLIANCEBERNSTEIN L.P

NASHVILLE, TN

AllianceBernstein (AB) is a global investment and research firm serving clients ranging from individual investors to the world's largest institutions. It offers asset management and private wealth management, seeking alpha across asset classes and providing investment strategies, investment planning and risk-management services. The firm emphasizes responsibility, diverse perspectives and innovation.

asset managementinvestment researchprivate wealth managementrisk management

B-LOWE REALTY

DOUGLASVILLE, GA

B-Lowe Realty is a real estate advisory firm providing consulting services to real estate investors, developers, landowners with land leases, sellers, and buyers. With more than 30 years of legal, business and real estate experience, they guide clients through selecting opportunities, assessing risks, and implementing change through development. They also act on behalf of owners to oversee development projects and liaise with construction teams, and assist tenants in leasing commercial real estate.

buyer representationcommercial leasing assistanceowner representationproject oversightreal estate consulting

De-Centralized Financial Group provides financial solutions including debt consolidation loans, business funding for small businesses and startups, retirement planning, credit repair and consulting, life and health insurance, tax preparation and planning, and decentralized finance tools powered by blockchain technology. The company also offers bundled essential services such as mobile plans, energy, internet, TV, identity theft protection, home security, and travel deals.

audit supportblockchain-based DeFi platformBusiness consultingbusiness fundingcredit repairHR consultinginsurance consultingretirement planningTax planningTax preparation

Economic Consulting Associates (ECA) provides independent economic and regulatory advice to industry and government. ECA was formed in 1997 to provide economic and regulatory consulting services. Its specialist consultants advise on economics, policy and regulatory issues in the electricity, gas and water sectors, combining economic principles and industry knowledge with best international practice.

climate strategyeconomic regulationmarkets and commercial advisorypolicy and regulatory consulting

Energy Markets Group (EMG) is an international consulting firm founded in 2003 that provides technical and commercial advisory in the power, gas, and climate sectors worldwide, with a focus on Latin America, Asia, the Middle East, and Africa. EMG works with US government entities, utilities, project developers, financiers, regulators, and development financing institutions. In 2022 it became a majority woman-owned and operated company.

capacity buildingcompetitive bid advisorydue diligenceenergy market designfinancial modellingpolicy and regulatory reformproject structuringtransaction advisory

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