DMOZ - Business: Financial Services: Financial Consultants

A. A. Nazzaro Associates

Offers securities lending management and consulting services.

Advantage Consulting Group

International consulting firm that specializes in the credit card industry.

Ameriprise Financial

Financial advice for individuals, small businesses and corporations.

Andrew Kalotay Associates

Specialists in corporate and municipal debt management, bond valuation, and derivatives.

Applied Financial Diagnostics

Specializing in consulting, training and software solutions to corporates, government and financial institutions. Areas of expertise include foreign exchange, financial systems and financial engineering.

Arthur Consulting Group

Specializes in complex issues of economic and financial analysis and taxation.

Askew Kabala & Company, Inc.

Offers investment banking and financial consulting services.

Axelia Partners

Provides European companies with part-time financial management of subsidiaries in the United States.

B/D Solutions

Provides compliance management consulting and broker / dealer registration.

Barkley International Inc.

Provides capital market consulting, litigation support and technological solutions.

Bennington Partners LLC

Offers loan review, strategy formulation and regulatory compliance checking for lending institutions. Features principal profiles and contact details.

Berk Inc.

Offering strategic planning, financial and economic analysis. Features firm services and key projects, history and people.

Biz 911

Engaged primarily in the process of business dispute resolution and debt management.

Bok Consulting Pty Ltd

Information technology solutions in the banking and finance industries.

Boston Portfolio Advisors

Provides loan portfolio consulting services.

Boston Street Advisors, Inc.

Financial consultants specializing in private equity funding and business development.

Brand Finance

Conducts brand valuation and strategy assignments with blue-chip clients.

Bridgebay Financial

Investment consulting firm serving corporations and institutional clients.

BSpudly Enterprises

Provides financial consulting, bank instruction and expert testimony.

Campbell Williams, Inc.

Investment consulting firm assisting clients with investment portfolio management.

Canby Financial Advisors

Provides financial planning, consultation, and related financial services.

Capital Market Risk Advisors

Advisory firm specializes in risk management and capital markets strategy.

Capital Resource Management

A full-service financial firm advising individual and institutional investors. Listing of services provided, newsletters, financial links, contacts and a promotional video.

The CBM Group, Inc

A management consulting firm specialized in the financial services industry.

CFG Business Solutions

Succession planning, wealth transfer and executive compensation services for mid-size family controlled companies.

The CFO Connection

Part-time expertise in finance, strategic planning and negotiating.

CFO Consulting Group, Inc.

Specializes in financial, accounting, human resources and strategic advisory services.

CFO For Rent

Specializes in financial management consulting for entrepreneurs and businesses.

CFO Strategic Partners

Provides financial assessment and strategic planning services.

Concord Financial Advisors, LLC

Offering financial advisory and business consulting services.

Corfina AG

Offering financial and management consulting services, specializing in strategic alliances, joint ventures, mergers and acquisitions. Features publications and company news.

Creative Corporate Finance Solutions

Indonesian financial consulting firm advises investors and corporations.

Dannible, McKee and Associates

Provides valuation, ownership transition and financial consulting to design firms.

The David R. Bergmann Group

Offering tax, insurance, and financial services. Products and services descriptions, client center.

DeVisscher and Company LLC

An independent financial advisor for family-controlled companies.

Empowered Wealth

National consulting firm advises successful people on how to protect financial capital.

The Empyrean Group

Maximizes tax credits for research and experimental development.

Enterprise Services, Inc.

Provides expert knowledge relating to ESOPs throughout the United States.

Epic Partners

A merchant banking and advisory firm focused on the education and training sector. Features an overview of the education market and profiles of advisors.

Estate Street Partners, LLC

Tax strategists assist clients in making smart decisions about their finances.

Estradagy Business Advisors

A business advisory and financial services company providing management, financial and technical assistance.

Execucor Financial

Financial advisers and brokers to entrepreneurs, owners and managers of small to mid-sized companies.

Fagan & Associates

Irish financial consultancy primarily concerned with advice on taxation and investment.

Family Office Exchange

Advises both family members and the professionals responsible for managing their wealth.

Federal Financial Analytics

Provides information services and government consulting to the financial services industry.

Fiduciary Capital Management, Inc.

Provides institutional clients with stable value investment management services.

Financial Executives Consulting Group, LLC

Consults on financial issues that confront an organization.

Financial Focus Advisory Services, LLC

Offers financial advisory services, specializing in tax and investment consulting. Features newsletter, links and contact details.

Financial Technology Partners

Bank consulting firm specializing in payment systems and solutions.

FiNext

Financial consultants managing financial operations for middle sized and large organizations.

Firm Decisions

International consultancy providing specialist financial services to advertisers.

FMT Solutions

Provides training, consulting, and marketing services for financial corporations.

Fountain Agricounsel LLC

Management consulting company and a strategic advisor to investment banking companies doing financial transactions in agribusiness

Fraser Hone Consulting Inc.

Specializes in corporate planning, financial, risk management and administrative.

FTI Consulting

Firm with practices in financial restructuring and litigation support.

Gallo Consulting

Consulting and presentations on child and family financial issues. Los Angeles, California.

George Smith Partners

Provides real estate financing and consulting services nationwide.

Geyer Management Associates

Provider of management consulting, executive education, and research services.

Global Consultants

Specializing in financial, management consultancy and training. Also audit and translation services.

Globeadvisor.com

Web-based tool helps advisors manage clients, conduct research and track investment performance.

Goldberg Corporate Finance

Provides international corporate finance consulting. Specializes in mergers and acquisitions, business and market analysis, valuations.

Gordian Group, L.P.

Providing investment banking and financial advisory services in complex situations.

Greycourt & Co, Inc.

Investment consultants offers investment services.

The Griffith Group

Provides business research and analysis to businesses and financial institutions.

Health Business Partners

Financial advisors to the nutrition, natural products, and healthcare industries.

Hedge Trackers, LLC

Consulting firm offers corporate clients foreign exchange and interest rate risk management services.

Hynes, Himmelreich, Glennon & Company

Fee-only financial services firm, specializing in individual financial counsel and investment management, personal and corporate tax preparation, and family foundation management.

Independent Professional Services

Financial and administrative service for independent consultants.

International Securities Consultancy

Provides advice and technical assistance relating to capital markets.

ITG Inc.

Provides technologies that help institutional investors find liquidity and reduce transaction costs.

J. Peter Graeffe

Offers corporate financial consulting, focusing on planning, reorganization and acquisitions, investment analysis and project financing.

JDS Financial Solutions

Information on immediate annuity pay-outs, high interest rates, fixed deferred annuities, and the equity index.

JMT Consulting Group, Inc.

Technology and financial consulting for the non-profit sector.

JPB Enterprises, Inc

Provides private equity, venture capital and real estate investment services, and advisory. Features news headlines and contact details.

Kasina, LLC

Consultant for distribution issues in the asset management and insurance industries.

Kenneth J. Dalto & Associates

Specializing in access to capital investment, business development, crisis and restructuring consulting.

KGS Financial, Inc.

Provides operational, financial, risk management and derivatives consulting

KMG Independent Ltd

Financial advisers providing financial planning services to clients in the UK.

LD Bailey & Associates

Specializes in asset management, financial analysis, business strategy, and management technologies.

LDS Wealth Advisors, Ltd.

Specializing in insurance, employee benefits and investment packages. Features company's profile and news.

The Lotter Group

Provides affluence and business management services in the USA. Includes description of services and free newsletter.

Lyle B. Benson, Loan Consultant

Offers to obtain the best terms for a loan request for businesses.

Lynch Financial Advisors

Offers fee-only financial planning services. Specializes in asset allocation, insurance and employee benefits review, tax planning and preparation, and small business development.

Mark Monreal & Associates

Business and financial consultants.

Miller Group

Consulting firm focusing on corporate finance, venture capital, and business valuations.

MM Consult Ltd.

Provides management consulting and corporate finance. Includes a company profile, list of clients, and FAQ.

National Compliance Services

Offers registration and compliance products and services for investment advisers and broker dealers.

Nelson Business Financial Consultants

Specializes in business plans, mergers and acquisitions and valuations.

Next Step International

Provides project management and consulting services to banks.

Noa Lessing Fusco, LLC

Fee-only financial advisory services, including asset management, estate, retirement and tax planning.

Nubank.com

Consults organizations on the formation and launch of de novo banks.

Optima Financial Resources

Offers tax and financial planning services. Specializes in assisting equine, medical industries and related areas.

Parks Financial Consultancy

Firm provides fiscal advising.

PayStream Advisors

Electronic payments research and advisory services for corporate treasury.

Pearl Meyer

An executive compensation consulting firm.

The Pegaesus Group

A nationwide affiliation of legal, accounting and investment professionals.

Pembroke Consulting

Financial advisors, accountants and general insurance specialists. Based in Weybridge, Surrey, UK.

Philip Saunders Associates

Finance consulting in litigation, business disputes and corporate turnarounds.

Physicians Financial Advisors

Resource for employment contract review and financial planning.

PI ETA Consulting Company Pte Ltd

Offers financial risk management consulting services. Describes products and services, features articles, forum and contact details.

Polaris Business Group

Providing interim management for growing, entrepreneurial companies.

The Rainier Group

Works with business owners in business transition planning and related areas.

Replicon Oy

Offers corporate finance services for life-science sector, including biotechnology, pharmaceuticals, as well as IT-solutions. Helsinki, Finland.

RLR Management Consulting, Inc.

Consulting services in bank information systems, project management and operations.

Robb Evans & Associates

Fiduciaries, assest managers and financial consultants.

Rodgers Investment Consulting

Consulting investment services to non-profit organizations, individuals, and the firms serving them.

Royal Alliance

Provides investment product selection, support and technology to investment professionals.

Shoreline Financial Advisors, LLC

Fee-based financial and wealth management firm offering investment, retirement and insurance services.

Signer Management

Offers financial advisory and consulting, based in Zurich, Switzerland.

Springsted Incorporated

Consultants providing financial advisory services to public entities.

Steven F. Rueb

Professional investment advice for clients seeking to accumulate and preserve wealth.

Stout Risius Ross, Inc

Specializes in investment banking, restructuring, valuation and litigation advisory services. Staff profiles, news and contact details.

Strategic CFO, Inc.

Provides financial consulting, controller services and financial analysis. Features a summary of tools developed by the company.

Strategic Insight

Assists asset management, fund companies, and insurance companies with product development, marketing, distribution and stratgey.

Terry Wakefield

Offering strategic consulting services for financial companies. Provides an executive profile, references and affiliations.

Treasury Strategies, Inc.

An independent treasury management consulting firm.

Trish Dehn & Associates

Assists investment advisors in registering with state regulators or the SEC.

TrueNorth

Offers consulting and analysis for banking, telecom, energy, and health care industries.

Tunstall Consulting

Specializes in strategy development and capital formation for high growth companies.

US Advisory Services

Consulting firm servicing check cashers, payday lenders, and banks that serve such entities.

Vancouver Pacific Financial Group

Specializing in estate and retirement planning, and insurance strategies development.

Vertic SpA

Offering finance management consulting to small and medium enterprises.

Wealthco Financial Advisory Services Inc.

Provide investment and estate planning advory services. Features newsletter, financial links and tools.

Willow Creek Wealth Management

Provides personal and business financial advising on a fee-only basis.

Wilmington Trust

Provides financial advice, and trust and asset protection services.

WINX Capital House

Offering consultancy and process management in the field of mergers and acquisitions, management buy-out. Features company's profile, references and locations.

Wye River Capital, Inc.

Provides financial advisory and capital financing services to businesses, governments and non-profit organizations.

Zimmerman Financial LLC

Tax, accounting, and financial advice to individuals and businesses.

Subcategories 4

Related categories 3

Sites 128

Other languages 8