Directory of Financial Consultants Resources

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Firms and individuals PRIMARILY offering financial advisory services to businesses and/or consumers.

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Resources in This Category

• A. A. Nazzaro Associates

  http://www.aanazzaro.com/
  Offers securities lending management and consulting services.

• Advantage Consulting Group

  http://www.advantage-consulting.com/
  International consulting firm that specializes in the credit card industry.

• Ameriprise Financial

  http://www.ameriprise.com/
  Financial advice for individuals, small businesses and corporations.

• Andrew Kalotay Associates

  http://www.kalotay.com/
  Specialists in corporate and municipal debt management, bond valuation, and derivatives.

• Applied Financial Diagnostics

  http://www.findiag.com.au/
  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

  http://www.arthurconsulting.com/
  Specializes in complex issues of economic and financial analysis and taxation.

• Askew Kabala & Company, Inc.

  http://www.askewkabala.com/
  Offers investment banking and financial consulting services.

• Axelia Partners

  http://www.axeliapartners.com/
  Provides European companies with part-time financial management of subsidiaries in the United States.

• B/D Solutions

  http://www.bdsolutions.com/
  Provides compliance management consulting and broker / dealer registration.

• Barkley International Inc.

  http://www.oasismanagement.com/
  Provides capital market consulting, litigation support and technological solutions.

• Bennington Partners LLC

  http://www.benningtonpartners.com/
  Offers loan review, strategy formulation and regulatory compliance checking for lending institutions. Features principal profiles and contact details.

• Berk Inc.

  http://berkconsulting.com/
  Offering strategic planning, financial and economic analysis. Features firm services and key projects, history and people.

• Biz 911

  http://www.biz911.com/
  Engaged primarily in the process of business dispute resolution and debt management.

• Bok Consulting Pty Ltd

  http://www.bokconsulting.com.au/
  Information technology solutions in the banking and finance industries.

• Boston Portfolio Advisors

  http://www.bostonportfolio.com/
  Provides loan portfolio consulting services.

• Boston Street Advisors, Inc.

  http://www.bostonstreetadvisors.com/
  Financial consultants specializing in private equity funding and business development.

• Brand Finance

  http://www.brandfinance.com/
  Conducts brand valuation and strategy assignments with blue-chip clients.

• Bridgebay Financial

  http://www.bridgebay.com/
  Investment consulting firm serving corporations and institutional clients.

• BSpudly Enterprises

  http://www.bspudly.com/
  Provides financial consulting, bank instruction and expert testimony.

• Campbell Williams, Inc.

  http://campbellwilliams.com/
  Investment consulting firm assisting clients with investment portfolio management.

• Canby Financial Advisors

  http://www.canbyfinancial.com/
  Provides financial planning, consultation, and related financial services.

• Capital Market Risk Advisors

  http://www.cmra.com/
  Advisory firm specializes in risk management and capital markets strategy.

• Capital Resource Management

  http://www.crmfinancial.com/
  A full-service financial firm advising individual and institutional investors. Listing of services provided, newsletters, financial links, contacts and a promotional video.

• CFG Business Solutions

  http://www.cfgllc.com/
  Succession planning, wealth transfer and executive compensation services for mid-size family controlled companies.

• CFO Consulting Group, Inc.

  http://www.cfohr.com/
  Specializes in financial, accounting, human resources and strategic advisory services.

• CFO For Rent

  http://www.cfoforrent.com/
  Specializes in financial management consulting for entrepreneurs and businesses.

• CFO Strategic Partners

  http://www.cfosp.com/
  Provides financial assessment and strategic planning services.

• Concord Financial Advisors, LLC

  http://www.concordfinancialadvisors.com/
  Offering financial advisory and business consulting services.

• Corfina AG

  http://www.corfina.de/
  Offering financial and management consulting services, specializing in strategic alliances, joint ventures, mergers and acquisitions. Features publications and company news.

• Creative Corporate Finance Solutions

  http://www.corfina.com/
  Indonesian financial consulting firm advises investors and corporations.

• Dannible, McKee and Associates

  http://www.dmconsulting.com/
  Provides valuation, ownership transition and financial consulting to design firms.

• DeVisscher and Company LLC

  http://www.devisscher.com/
  An independent financial advisor for family-controlled companies.

• Empowered Wealth

  http://www.empoweredwealth.com/
  National consulting firm advises successful people on how to protect financial capital.

• Enterprise Services, Inc.

  http://www.esi-enterprise.com/
  Provides expert knowledge relating to ESOPs throughout the United States.

• Epic Partners

  http://www.epicpartnersllc.com/
  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

  http://www.taxdeferrals.com/
  Tax strategists assist clients in making smart decisions about their finances.

• Estradagy Business Advisors

  http://www.estradagy.com/
  A business advisory and financial services company providing management, financial and technical assistance.

• Execucor Financial

  http://www.execucor.com/
  Financial advisers and brokers to entrepreneurs, owners and managers of small to mid-sized companies.

• Fagan & Associates

  http://www.f-p.ie/
  Irish financial consultancy primarily concerned with advice on taxation and investment.

• Family Office Exchange

  http://www.familyoffice.com/
  Advises both family members and the professionals responsible for managing their wealth.

• Federal Financial Analytics

  http://www.fedfin.com/
  Provides information services and government consulting to the financial services industry.

• Fiduciary Capital Management, Inc.

  http://www.fcmstablevalue.com/
  Provides institutional clients with stable value investment management services.

• Financial Executives Consulting Group, LLC

  http://www.thefecg.com/
  Consults on financial issues that confront an organization.

• Financial Focus Advisory Services, LLC

  http://stocksandtaxes.com/
  Offers financial advisory services, specializing in tax and investment consulting. Features newsletter, links and contact details.

• Financial Technology Partners

  http://www.financialtech.net/
  Bank consulting firm specializing in payment systems and solutions.

• FiNext

  http://www.finext.nl/
  Financial consultants managing financial operations for middle sized and large organizations.

• Firm Decisions

  http://www.firmdecisions.com/
  International consultancy providing specialist financial services to advertisers.

• FMT Solutions

  http://www.fmtsolutions.com/
  Provides training, consulting, and marketing services for financial corporations.

• Fountain Agricounsel LLC

  http://www.fountainagricounsel.com/
  Management consulting company and a strategic advisor to investment banking companies doing financial transactions in agribusiness

• Fraser Hone Consulting Inc.

  http://fraserhone.tripod.com/
  Specializes in corporate planning, financial, risk management and administrative.

• FTI Consulting

  http://www.fticonsulting.com/
  Firm with practices in financial restructuring and litigation support.

• Gallo Consulting

  http://www.galloconsulting.com/
  Consulting and presentations on child and family financial issues. Los Angeles, California.

• George Smith Partners

  http://www.gspartners.com/
  Provides real estate financing and consulting services nationwide.

• Geyer Management Associates

  http://www.geyermanagement.com/
  Provider of management consulting, executive education, and research services.

• Global Consultants

  http://www.gckw.com/
  Specializing in financial, management consultancy and training. Also audit and translation services.

• Globeadvisor.com

  http://www.globeadvisor.com/
  Web-based tool helps advisors manage clients, conduct research and track investment performance.

• Goldberg Corporate Finance

  http://www.goldbergcf.com/
  Provides international corporate finance consulting. Specializes in mergers and acquisitions, business and market analysis, valuations.

• Gordian Group, L.P.

  http://www.gordiangroup.com/
  Providing investment banking and financial advisory services in complex situations.

• Greycourt & Co, Inc.

  http://www.greycourt.com/
  Investment consultants offers investment services.

• Health Business Partners

  http://www.healthbusiness.com/
  Financial advisors to the nutrition, natural products, and healthcare industries.

• Hedge Trackers, LLC

  http://www.hedgetrackers.com/
  Consulting firm offers corporate clients foreign exchange and interest rate risk management services.

• Hynes, Himmelreich, Glennon & Company

  http://www.hhg.net/
  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

  http://www.iprofessional.com/
  Financial and administrative service for independent consultants.

• International Securities Consultancy

  http://www.isc-global.com/
  Provides advice and technical assistance relating to capital markets.

• ITG Inc.

  http://www.itginc.com/
  Provides technologies that help institutional investors find liquidity and reduce transaction costs.

• J. Peter Graeffe

  http://www.graeffe.com/
  Offers corporate financial consulting, focusing on planning, reorganization and acquisitions, investment analysis and project financing.

• JDS Financial Solutions

  http://www.jdsannuities.com/
  Information on immediate annuity pay-outs, high interest rates, fixed deferred annuities, and the equity index.

• JMT Consulting Group, Inc.

  http://www.jmtconsulting.com/
  Technology and financial consulting for the non-profit sector.

• JPB Enterprises, Inc

  http://www.jpbe.com/
  Provides private equity, venture capital and real estate investment services, and advisory. Features news headlines and contact details.

• Kasina, LLC

  http://www.kasina.com/
  Consultant for distribution issues in the asset management and insurance industries.

• Kenneth J. Dalto & Associates

  http://www.kendalto.com/
  Specializing in access to capital investment, business development, crisis and restructuring consulting.

• KGS Financial, Inc.

  http://www.kgsfinancial.com/
  Provides operational, financial, risk management and derivatives consulting

• KMG Independent Ltd

  http://www.kmg.co.uk/
  Financial advisers providing financial planning services to clients in the UK.

• LD Bailey & Associates

  http://www.ldbailey.com/
  Specializes in asset management, financial analysis, business strategy, and management technologies.

• LDS Wealth Advisors, Ltd.

  http://www.ldswealthadvisors.com/
  Specializing in insurance, employee benefits and investment packages. Features company's profile and news.

• Lyle B. Benson, Loan Consultant

  http://www.bizloanapps.com/
  Offers to obtain the best terms for a loan request for businesses.

• Lynch Financial Advisors

  http://www.lynchfinancialadvisors.com/
  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

  http://www.mmafinancial.com/
  Business and financial consultants.

• Miller Group

  http://www.themillergroup.net/
  Consulting firm focusing on corporate finance, venture capital, and business valuations.

• MM Consult Ltd.

  http://www.mmconsult.biz/
  Provides management consulting and corporate finance. Includes a company profile, list of clients, and FAQ.

• National Compliance Services

  http://www.ncsonline.com/
  Offers registration and compliance products and services for investment advisers and broker dealers.

• Nelson Business Financial Consultants

  http://www.nelsonbusiness.com/
  Specializes in business plans, mergers and acquisitions and valuations.

• Next Step International

  http://www.nextstepinc.com/
  Provides project management and consulting services to banks.

• Noa Lessing Fusco, LLC

  http://noalessingfusco.com/
  Fee-only financial advisory services, including asset management, estate, retirement and tax planning.

• Nubank.com

  http://www.nubank.com/
  Consults organizations on the formation and launch of de novo banks.

• Optima Financial Resources

  http://www.optimafr.com/
  Offers tax and financial planning services. Specializes in assisting equine, medical industries and related areas.

• Parks Financial Consultancy

  http://financial.parksglobalgroup.net/
  Firm provides fiscal advising.

• PayStream Advisors

  http://www.paystreamadvisors.com/
  Electronic payments research and advisory services for corporate treasury.

• Pearl Meyer

  https://www.pearlmeyer.com/
  An executive compensation consulting firm.

• Pembroke Consulting

  http://pembroke.uk.net/
  Financial advisors, accountants and general insurance specialists. Based in Weybridge, Surrey, UK.

• Philip Saunders Associates

  http://www.philipsaunders.com/
  Finance consulting in litigation, business disputes and corporate turnarounds.

• Physicians Financial Advisors

  http://www.physiciansfinancialadvisors.com/
  Resource for employment contract review and financial planning.

• PI ETA Consulting Company Pte Ltd

  http://www.pi-eta.com/
  Offers financial risk management consulting services. Describes products and services, features articles, forum and contact details.

• Polaris Business Group

  http://www.polarisbusinessgroup.com/
  Providing interim management for growing, entrepreneurial companies.

• Replicon Oy

  http://www.replicon.fi/
  Offers corporate finance services for life-science sector, including biotechnology, pharmaceuticals, as well as IT-solutions. Helsinki, Finland.

• RLR Management Consulting, Inc.

  http://www.rlrmgmt.com/
  Consulting services in bank information systems, project management and operations.

• Robb Evans & Associates

  http://www.robbevans.com/
  Fiduciaries, assest managers and financial consultants.

• Rodgers Investment Consulting

  http://riconsulting.ca/
  Consulting investment services to non-profit organizations, individuals, and the firms serving them.

• Royal Alliance

  http://www.royalalliance.com/
  Provides investment product selection, support and technology to investment professionals.

• Shoreline Financial Advisors, LLC

  http://www.sfadvisors.com/
  Fee-based financial and wealth management firm offering investment, retirement and insurance services.

• Signer Management

  http://www.signer.swiss/
  Offers financial advisory and consulting, based in Zurich, Switzerland.

• Springsted Incorporated

  http://www.springsted.com/
  Consultants providing financial advisory services to public entities.

• Steven F. Rueb

  http://www.myinvestmentcounselor.com/
  Professional investment advice for clients seeking to accumulate and preserve wealth.

• Stout Risius Ross, Inc

  http://www.srr.com/
  Specializes in investment banking, restructuring, valuation and litigation advisory services. Staff profiles, news and contact details.

• Strategic CFO, Inc.

  http://www.strategiccfo.com/
  Provides financial consulting, controller services and financial analysis. Features a summary of tools developed by the company.

• Strategic Insight

  http://www.sionline.com/
  Assists asset management, fund companies, and insurance companies with product development, marketing, distribution and stratgey.

• Terry Wakefield

  http://www.terrywakefield.com/
  Offering strategic consulting services for financial companies. Provides an executive profile, references and affiliations.

• The CBM Group, Inc

  http://www.thecbmgroup.com/
  A management consulting firm specialized in the financial services industry.

• The CFO Connection

  http://www.thecfoconnection.com/
  Part-time expertise in finance, strategic planning and negotiating.

• The David R. Bergmann Group

  http://www.wealthadvisorygroup.com/
  Offering tax, insurance, and financial services. Products and services descriptions, client center.

• The Empyrean Group

  http://www.tegi.com/
  Maximizes tax credits for research and experimental development.

• The Griffith Group

  http://www.mimigriffith.com/
  Provides business research and analysis to businesses and financial institutions.

• The Lotter Group

  http://www.ralotter.com/
  Provides affluence and business management services in the USA. Includes description of services and free newsletter.

• The Pegaesus Group

  http://pegaesusgroup.net/
  A nationwide affiliation of legal, accounting and investment professionals.

• The Rainier Group

  http://www.rainiergroup.com/
  Works with business owners in business transition planning and related areas.

• Treasury Strategies, Inc.

  http://www.treasurystrat.com/
  An independent treasury management consulting firm.

• Trish Dehn & Associates

  http://www.tdacompliance.com/
  Assists investment advisors in registering with state regulators or the SEC.

• TrueNorth

  http://www.truenth.com/
  Offers consulting and analysis for banking, telecom, energy, and health care industries.

• Tunstall Consulting

  http://www.tunstallconsulting.com/
  Specializes in strategy development and capital formation for high growth companies.

• US Advisory Services

  http://www.usadvisoryservices.com/
  Consulting firm servicing check cashers, payday lenders, and banks that serve such entities.

• Vancouver Pacific Financial Group

  http://www.vpfg.net/
  Specializing in estate and retirement planning, and insurance strategies development.

• Vertic SpA

  http://www.vertic.biz/
  Offering finance management consulting to small and medium enterprises.

• Wealthco Financial Advisory Services Inc.

  http://www.wealthco.ca/
  Provide investment and estate planning advory services. Features newsletter, financial links and tools.

• Willow Creek Wealth Management

  http://www.willowcreekwealth.com/
  Provides personal and business financial advising on a fee-only basis.

• Wilmington Trust

  https://www.wilmingtontrust.com/
  Provides financial advice, and trust and asset protection services.

• WINX Capital House

  http://www.winx.be/
  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.

  https://www.wyeriver.com/
  Provides financial advisory and capital financing services to businesses, governments and non-profit organizations.

• Zimmerman Financial LLC

  http://www.financialdr.com/
  Tax, accounting, and financial advice to individuals and businesses.

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