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99 Companies with Results for Financial / Investment Services |
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Olcott Consulting Group ![]() 2010 Corporate Ridge #560 McLean, VA 22102 ...The Olcott Consulting Group (OCG) helps fiduciaries of non profit organizations manage reserve funds, endowment/foundation assets, and retirement plans. ... |
703-720-5980 703-720-5998 fax |
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Vigilant Financial Partners ![]() ...At Vigilant Financial, we pride ourselves on being truly independent retirement investment advisors for individuals and organizations. We work solely... |
202-223-8625 202-223-8629 fax |
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Graystone Consulting Baltimore - The J.K. Meek Group ![]() ...Michael Graham and Jim Meek's team provide a complete range of investment consulting strategies to clients that include foundations, endowments,... |
410-736-5429 410-736-5499 fax |
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Bank of America Merrill Lynch ![]() ...The combined offerings of Bank of America and Merrill Lynch provide an ideal partnership for your Association s financial needs.... |
415-955-3736 415-835-2698 fax |
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Capitol Securities Management ![]() 11950 Democracy Dr #350 Reston, VA 20190-6245 ...CS Wealth Management Group can help your organization find the right solutions.... |
703-821-2010 703-269-2465 fax |
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Lincoln Property Company Association & Corporate Services Group ...Lincoln Property Company Association & Corporate Services Group -- Mr. Connelly's responsibilities with Lincoln Property Company include: commercial leasing, tenant... |
202-491-5300 |
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Mutual of Omaha Insurance Company ...Interested in a valuable benefit for your members? We offer a variety of quality insurance products with enhanced benefits or reduced... |
402-351-6136 |
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Okabena Advisors ![]() ...Okabena Advisors, based in Minneapolis, focuses exclusively on investing for tax-exempt organizations including associations, foundations, and endowments. We offer a... |
612-217-6225 612-217-6246 fax |
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Raffa Wealth Management LLC ![]() ...Financial / Investment Services Raffa Wealth Management is a registered investment advisor offering a wide range of consulting and advisory services... |
202-955-6734 |
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Segall Bryant and Hamill Investment Counsel ![]() 10 South Wacker Dr #3500 Chicago, IL 60606 ...Whether you are an individual or institutional investor, you want investment management you can trust. At Segall Bryant & Hamill,... |
312-543-2078 |
















