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Capability

wealth advisory

Suppliers
2
States & provinces
1
Countries
1

2 wealth advisory suppliers across 1 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

CHAMPION BROKERAGE GROUP LLC

NEW HOPE, MN

Champion Brokerage Group is a boutique wealth advisory and financial planning firm founded by Vara Kai Potter-Leftwich. It provides coordinated wealth advisory and financial planning for individuals, families, and business owners, bringing investments, retirement income, protection, and legacy priorities into one strategy. The firm also offers financial education, language access services, and employer/organizational support, and is certified as a Women's Business Enterprise and Minority Business Enterprise.

employee engagement supportfinancial educationfinancial planninginterpretation and translationlegacy planningprotection planningretirement income planning

Compiled from public sources

CLIFTONLARSONALLEN LLP

MINNEAPOLIS, MN

CLA (CliftonLarsonAllen LLP) is a professional services firm and Minnesota LLP with more than 120 locations across the United States. It delivers integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services, and is a network member of CLA Global, an international organization of independent accounting and advisory firms.

auditautomation and integrationconsultingCybersecurityDigital ServicesForensic Accountinginvestment banking and M&Aoutsourcingtaxvaluation

Compiled from public sources

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