Member Directory

Global Diversified Investments, Inc.

Global Diversified Investments, Inc. (GDI) offers to select clients the opportunity to invest in a globally diversified investment portfolio which utilizes a time tested asset allocation and risk management framework.

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Loren Stephens - Equipment Financing

I focus on providing creative and flexible financing options for corporate clients and vendor/dealers of commercial equipment nationwide. .

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Larry

I’m interested in financial analysis and am always open to improving my skill. I’m looking for a mentor.

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Marcia Riner - Financial Advisor

Edward Jones works exclusively with the long-term individual investor and small business owner to develop & execute an investment strategy that is uniquely designed. I create traditional plans & more sophisticated plans, as well as legacy plans.

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Jonathan Resnick, CPA

We specialize in providing tax preparation and planning services to small businesses with a focus on engineering firms and engineer owned businesses.

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Joshua Hernandez

I protect and safely grow retirement accounts using a service called “Active Tactical Money Management”
Stop letting your current advisor take a “Passive Approach” to your financial future.

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John Sexton - Equipment Leasing

A speciality shop providing a high level of personal service to our customers since 1988 w/ Equipment Lease Financing Solutions for Hardware, Software, and most other Equipment
Credit application only to as high as $150,000. 100% Software Financing.

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Alex A. Accetta CPA & Associates

Alex A. Accetta CPA & Associates have 31 years of experience and expertise under their belt and since inception have established a reputable name in Orange County. We assist our clients with Tax, Business Consulting, Accounting, Bookkeeping and much more.

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Infinite Wealth

Alex Agahi is a Financial Adviser* and the owner of “Infinite Wealth Financial & Ins. Services”. He has been consulting the public in the area of Financial Management since 1996 & is an approved Instructor to teach The Complete Financial Management Workshop®

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MA CAPITAL RESOURCES AGENT

Save you as little as 1/2-1/3 the time to pay off your debt, and save hundreds of thousands of interest.

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