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Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester, New York with offices on Monroe Avenue in Brighton, Main Street in Batavia, and Market St. in Lockport. Established in 1969, Brighton Securities uses a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios powered by Brighton Securities Capital Management. Our financial professionals serve individuals, couples, families, trusts, estates, as well as small- to medium-sized businesses with the 500+ years of combined experience in financial services that our team brings to the table. WEALTH MANAGEMENT YOU CAN TRUST We understand that your finances are your life’s work, and that every aspiration whether it’s a new home, paying for higher education, retiring, or starting your own business all depend on managing your income with a trusted financial expert. Trust is everything, especially in a relationship with your financial professional. It is our goal at Brighton Securities, to become a crucial member of your inner circle of close advisors who will help you achieve your life’s goals, and who will be there advocating for your success every step of the way. Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.
CrossCountry Mortgage, LLC offers a variety of home purchase loans and refinance options for your unique needs. WHO WE ARE CrossCountry Mortgage, LLC is a growing nationwide mortgage lending and refinancing company with numerous branch locations and licensed professionals dedicated to serving you. Our goal is to be recognized as the leading and most reputable mortgage company in the nation. WHAT WE DO We begin the process by earning our customers' trust. We listen to you. We assess your financial situation and review your loan options to find the best solution. Then we guide you through the process. At CrossCountry Mortgage, LLC, expect more than a mortgage. HOW WE'RE DIFFERENT We distinguish ourselves from other mortgage brokers and lenders through superior customer service, a full range of mortgage products, and advanced technology. Mortgages are our only business. HOW WE CAN HELP YOU Our team is ready to help you identify and obtain the right home loan or refinancing solution for your needs. Whatever your situation, we'll be by your side from start to finish, keeping you informed and getting your loan closed quickly. TALK TO A LICENSED PROFESSIONAL At CrossCountry Mortgage, LLC, you can meet with a licensed loan officer face-to-face in one of our branches or complete the entire process online or by phone. Call now. We will get you pre-qualified or pre-approved and on your way to the home of your dreams
What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process A fiduciary-minded, client-centric, servant leadership-based & collaborative culture. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
We believe in connecting every company, every organization, every trader, and every investor to every advantage they need to succeed in today’s global markets ecosystem. That’s what we stand for. And that’s what we strive to deliver. We are StoneX.
Axe Payments is a recognized leader in the payment processing industry. Nearly 20,000 businesses nationwide look to us to help facilitate merchant processing strategies that save money without causing business disruption. Our executive team has over 40 years of combined experience in payment processing technologies and services. How do we do this? We ensure our merchants receive 100% of their purchase price, regardless of payment type, by automatically adding a convenience fee to any customer transaction being paid by credit card. 100% of the purchase price is transferred into the merchant’s business account generally within 24 hours, effectively ensuring payment equality, regardless of payment type. Our merchants save an average of $15,000 or more, annually, as part of our Cash Discount program.
Citizens First Bank is a Bauer 5-star rated bank, founded in 1991 specifically to fill the needs of The Villages® community and to conscientiously and joyously serve our residents in every way possible. Since that time, we have stayed committed to our Villages residents and have expanded to serve Leesburg, Fruitland Park, Ocala, and other surrounding communities. Our commitment to core values drives us to provide extraordinary customer service, convenient and welcoming branches, beneficial technology, and most importantly, lifelong relationships.
With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. And that's just the beginning. www.junxure.com
Alacriti stands at the forefront of payments innovation, delivering comprehensive payment and money movement solutions to financial institutions. Our commitment is to empower our clients and their users with seamless, easy-to-use, and secure real-time payment experiences across all preferred channels, rails, types, and devices. Alacriti’s innovative solutions provide cutting-edge payment technologies that integrate effortlessly with existing infrastructures
underwrite.io applies biologically inspired machine learning approaches to credit modeling. Working with data from conventional bureau or subprime bureaus like Clarity, FactorTrust, MicroBilt we can score applications using our proprietary MetaScore which correlates to loan default at a much higher rate than currently available algorithms. Unlike traditional models of underwriting which focus on only a handful of credit attributes from a major credit bureau; we combine the results of a consumer inquiry with hundreds of other attributes that allow you to accurately model risk for traditional borrowers and the unbanked at all levels of risk from deep subprime to A+. We accurately return a probability of default for your potential borrowers using only a small set of inputs, primarily name, address, SSN and email. Because we are using biologically based machine learning techniques applied to your own portfolio; we model the expertise of your underwriters and the past performance of your loans to return an automated decision typically in less than 5 seconds. If you have no portfolio data, we have models based upon large quantities of publicly available datasets covering everything from home mortgage and automobile to peer to peer lending and cash advance. Your organization can leverage the latest advanced in credit analytics without capital investment or build time.
Smith, Graham & Co. Investment Advisors, L.P. ("Smith Graham") is an SEC-registered investment advisory firm. Since 1990, we have proudly provided institutional clients with asset management services. Smith Graham specializes in managing fixed income and equity assets. We define success by delivering consistent value-added performance to our clients. Smith Graham manages approximately $6 billion in assets for a broadly diversified, institutional client base including public funds, corporations, endowments, and Taft-Hartley plans.
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Gerber, LLC. is a professional service firm exclusively advising first generation entrepreneurs. Focused on catering to the specific needs of business owners, our team works to help entrepreneurs reach their life, business, and wealth goals. gerberclarity.com | 580 N Fourth Street, Suite 400, Columbus, OH. | 614.431.4343 Facebook.com/GerberLLC Twitter.com/gerberclarity Youtube.com/gerberclarity
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As an industry-leading ATM services provider, ATM Together is fully committed to using our expertise to guide new ATM business owners in setting up their ideal ATM locations. Whether you need bank location assistance or location finder help or processing network services or even new high-quality ATM machines, we have you covered. ATM Together helps you make the best passive income from your ATM business the stress-free way. Don’t stress about starting your ATM business as we will build your business for you or with you! Learn more about ATM investments and starting an ATM business on our website.
Autotech Ventures aims to generate financial returns by helping passionate entrepreneurs to deploy revolutionary transportation technologies and business models. We provide startups with capital, ground transportation market intelligence, and access to our transportation sector network which includes our corporate investors representing a global market capitalization of over $500B. As a lead or follower investor, we leverage our deep industry network to help our portfolio companies recruit transportation-specific talent and engage corporations as their scale-up partners.
CU*Answers was founded 50 years ago and is a 100% credit union-owned CUSO located in Grand Rapids, Michigan. We build core solutions, not just core software. CU*Answers offers a wide variety of services for credit unions including its flagship CU*BASE processing system in both an online (SaaS) and in-house environment; self-service options featuring the It’s Me 247 Online Banking product, member check processing and direct deposit processing services. CU*Answers provides combined services to over 270 credit unions nationally representing over 2 million members and $23 billion in credit union assets. For more information about how “We Make Credit Unions Go” please visit CU*Answers at www.cuanswers.com.
GATX Corporation (NYSE: GATX) empowers our customers to propel the world forward. Through our global railcar and tank container leasing businesses as well as our joint partnership in aircraft spare engine leasing, we provide innovative, unparalleled service that enables our customers to transport what matters safely and sustainably, while championing the well-being of our employees and communities. GATX has been headquartered in Chicago since our founding in 1898. For more information, visit www.gatx.com.
Sage Intacct is a cloud financial management software firm aimed at providing cloud accounting products for businesses.
Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2023) that was formerly known as Honkamp Krueger & Co., P.C. Founded in 1947 and serving client organizations from coast to coast, Honkamp’s clients range from privately held organizations to individuals and nonprofits. We specialize in industries including construction and real estate, dental practices, home health care, restaurants, manufacturing and distribution. Honkamp is headquartered in Dubuque, Iowa, with additional locations in Cedar Falls, Davenport, Hiawatha and Waukee in Iowa, and Madison, Platteville and Oshkosh in Wisconsin. Honkamp adds value for our clients by providing forward-thinking, effective and timely services and solutions. Our commitment to client service is demonstrated through continuous customer initiatives such as our renowned Customer Service and Client Patronage Programs.
Hannon Armstrong (NYSE: HASI) is the first U.S. public company solely dedicated to investments in climate solutions, providing capital to assets developed by leading companies in energy efficiency, renewable energy, and other sustainable infrastructure markets. With more than $9 billion in managed assets, our core purpose is to make climate positive investments with superior risk-adjusted returns. Securities are offered by Hannon Armstrong Securities, LLC, a registered broker dealer, Member of FINRA and SIPC and subsidiary of Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Headquartered in downtown Baton Rouge, LA, b1BANK began as a community bank to support entrepreneurs and small community businesses in 2006. The bank has thrived over the years with its relationship-based banking approach and innovative technology. Business First Bancshares, Inc. (Nasdaq: BFST), through its banking subsidiary b1BANK, and operates Banking Centers and Loan Production Offices in markets across Louisiana and Texas, providing robust commercial and personal banking products and services. b1BANK is a member of the FDIC
MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. Since our founding in 2008, we have been working with management teams and private equity sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity. As of December 2020, MidCap Financial manages or services over $29.8 billion of commitment, of which $5.0 billion is managed by our registered investment advisor MidCap Financial Services Capital Management LLC. MidCap Financial refers to MidCap FinCo Designated Activity Company, a designated activity company limited by shares incorporated under the laws of Ireland, and its subsidiaries, including MidCap Financial Trust. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, Inc. MidCap Financial Services, LLC provides sourcing, due diligence and portfolio management services to MidCap Financial. Loans made or arranged pursuant to a California Finance Lenders Law license.
