Top Roofing Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Roofing industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

1,001 Companies

Top Roofing Financial Advisory & Consulting Companies

Milan CM
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Milan CM (Milan Collateralized Markets) is a professional investment firm located at 620 Newport Center Dr, Newport Beach, CA 92660, USA. The company focuses on investment opportunities in surplus equity and assets acquired after foreclosures, catering to clients across California. As a reputable fi
Highlights
50-249
Employees
Newport Beach, California, Us
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Milan CM is a Newport Beach investment firm specializing in surplus equity and post-foreclosure assets, offering secure collateralized solutions for individual and institutional clients in California.”
Crews
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Established in 1979 by seven partners, Crews & Associates, Inc. has expanded into a team of over 200 professionals. Our commitment to growth and dedication has garnered the loyalty of our clients and the admiration of our colleagues, and we continue to aim for improvement in serving our customers da
Highlights
250-999
Employees
Little Rock, Arkansas, Us
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Founded in 1979, Crews & Associates, Inc. is a seasoned, professional team specializing in fixed income and public finance underwriting, offering comprehensive investment banking and market execution services.”
1040 abroad
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1040 Abroad assists Americans living abroad in filing their U.S. tax returns and catching up on overdue taxes by utilizing IRS amnesty programs and financial strategies to minimize tax expenses!
Highlights
$1,000+
Min Project Size
2-9
Employees
New York, New York, Us
Services Provided
70% Tax Preparation Services
30% Financial Advisory & Consulting
AI Summary
“1040 Abroad helps Americans overseas file U.S. tax returns and resolve back taxes using IRS amnesty programs and financial strategies to minimize tax liabilities efficiently.”
Sage Financial Group
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Established in 1989, Sage Financial Group is a private, independent firm specializing in Investment and Wealth Management. The firm oversees assets exceeding $3 billion and offers investment management and financial planning services to over 650 clients. Sage has been acknowledged as one of the lead
Highlights
10-49
Employees
Conshohocken, Pennsylvania, Us
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Sage Financial Group, founded in 1989, is a private wealth management firm overseeing $3 billion in assets, offering investment and financial planning services to over 650 clients.”
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Justin Harnick with New York Life
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My name is Justin Harnick, and I work as a Financial Professional with New York Life and NYLIFE Securities LLC. I assist families and business owners in Franklin, Brentwood, and the larger Nashville region. By utilizing my Two-Bucket Strategy, I help clients achieve a balance between their immediate
Highlights
2-9
Employees
Franklin, Tennessee, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Justin Harnick, a Financial Professional with New York Life, provides personalized financial planning in Nashville, balancing clients' current needs and long-term growth using his Two-Bucket Strategy.”
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MMAS CPA
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At MMAS CPA, we are committed to providing top-notch services that enable our clients to succeed. Our accountants invest time in developing enduring professional relationships with each client, bolstered by our specialized knowledge and tailored services. We focus on the unique requirements of medic
Highlights
2-9
Employees
Pulaski, Tennessee, Us
Services Provided
70% Accounting Services
30% Financial Advisory & Consulting
AI Summary
“MMAS CPA delivers personalized accounting services with specialized expertise, fostering strong client relationships and tailored solutions, primarily supporting medical professionals' unique financial needs.”
Scott Carrico
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**About Scott A. Carrico** Scott A. Carrico is an entrepreneur and finance professional with more than 20 years of experience, based in Omaha, Nebraska. He specializes in helping businesses from diverse sectors, including SAAS, manufacturing, construction, and health and fitness, enhance financial
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
40% Financial Advisory & Consulting
25% Business Strategy & Planning
20% Business Development
15% Operational Excellence
AI Summary
“Scott A. Carrico, an experienced finance professional and entrepreneur, offers comprehensive financial management, strategic planning, and operational improvements to drive business growth across diverse industries.”
United Oak Consulting
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United Oak is a consulting and fundraising firm committed to assisting nonprofits in enhancing their operations, broadening their impact, and achieving lasting benefits for their communities. We provide support in areas such as fundraising strategies, engaging with donors, branding, and organization
Highlights
$5,000+
Min Project Size
10-49
Employees
Services Provided
40% Financial Advisory & Consulting
25% Business Consulting Services
20% Branding Services
15% Organizational Development Consulting
AI Summary
“United Oak Consulting partners with nonprofits to enhance operations, fundraising, branding, and development, fostering sustainable growth and impactful community change through transparent, integrity-driven support.”
Plus Advisors
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We assist businesses like yours in achieving their maximum profit potential. You need a genuine partner who understands your business, and that's exactly what we offer. With our expertise in Profit First, top-notch bookkeeping services, and effective pricing tools, we're the perfect fit for you. *
Highlights
2-9
Employees
Ottawa, Ontario, Ca
Services Provided
45% Accounting Services
35% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“Plus Advisors partners with businesses to maximize profits through expert Profit First implementation, premium bookkeeping, and precise pricing strategies, fostering sustainable growth and financial clarity.”
CEO Finance Academy
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We focus on financial forecasting and strategic advising for businesses generating 7 and 8 figures. Our primary goal is to educate the business owner and their financial team on their financial metrics and systems. Unlike bookkeepers or accountants offering CFO services as an add-on, we are experien
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Services Provided
70% CFO Services
30% Financial Advisory & Consulting
AI Summary
“CEO Finance Academy specializes in financial forecasting and strategic advisory for seven- and eight-figure businesses, educating owners and teams to master financial metrics and systems for informed decision-making.”

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Top Roofing Financial Advisory & Consulting Companies

Top Roofing Financial Advisory & Consulting Companies

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One Platform. One Promise. One Trust.