Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

SAN FRANCISCO--(BUSINESS WIRE)--Polly, the leading provider of innovative mortgage capital markets technology, today introduced American Financial Resources, LLC (AFR) as the latest adopter of its ...

Kansas City fee-only early adopter focused on providing comprehensive financial planning on an hourly, as-needed basis, and flat-fee / commission-free investment management Financial Avenues LLC ...

The merger strengthens Courier Capital, LLC, an affiliate of Five Star Bank, into one of the largest wealth management firms in Western New York “HNP Capital has earned a reputation as a true partner ...

NORTHRIDGE, Calif.--(BUSINESS WIRE)--Extensia Financial LLC has a new majority shareholder: AVANA Capital (part of the AVANA Companies family). Since 2002, AVANA Capital, under CEO Sundip Patel, has ...

Inspire Confidence Group, a private wealth advisory practice with Ameriprise Financial in Albany, NY was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list ...