Trek Capital Management is owned and operated by Stuart Walton. It provides financial advisory services to clients. Please call for more information.
American Blue Chip Investment Management is a fee-based investment counseling firm. It serves individual investors and families, specializing in 401(k)s, IRAs and pension plans. The firm invests in individual stocks and bonds, as well as mutual funds. It is operated by founder Justin Mazzon and independent associate Kevin Scherschligt.
Meritas Wealth Management is a financial consulting company that specializes in retirement planning for individual clients. This includes investment consulting, tax planning, asset management, real estate consulting, estate planning, stock option analysis and elder care matters. Additionally, Meritas Wealth Management offers financial consulting to small businesses. The company is led by founder and lead financial planner Gregg Clarke, as well as chief financial compliance officer Tiffani Clarke and financial planner Phyllis Garratt.
Abunda Financial is a private financial services company owned and operated by certified financial accountant and financial planner Janet L. Campbell. It specializes in investment management and personal financial advisory services. Abunda Financial serves individuals, retirement plans, profit-sharing accounts and nonprofit organizations valued at $500,000 or more.
Ridgecrest Capital is an investment banking company. It specializes in seller representation, buyer representation, private equity, debt placements, restructuring, recapitalization, valuations, takeovers and general corporate finance. It also offers strategic planning and Initial Public Offering preparation services. The company's clients include General Electric, K2 Optronics, Visuale, RPA Wireless, Chaoticom and Voxware.
