Adriatic Wealth Management LLC is a full-service financial firm committed to helping people pursue their financial goals. The senior Managing Partner, Mergim Elezi, has nearly 30 years of experience working for some of the major Investment Management and Banking institutions. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a sound financial program utilizing the following products and services: Investment management, Retirement strategies, and Insurance and annuity products.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Z2 Investment Management, LP (Z2) is a new alternative investment manager focused on debt and equity investments in non-sponsored, lower middle market businesses in North America. Z2 makes direct investments in mostly private companies with a targeted investment size between $10 million and $100 million per company. Financing options for these companies is often limited, forcing owners to choose between not pursuing the next phase of growth or turning over control of their companies to institutional equity capital. This is exacerbated in the current high interest rate environment where it is increasingly more challenging to secure credit from commercial banks or other traditional financing sources. Z2 originates privately negotiated direct loans and opportunistic equity investments using its large, proprietary sourcing channels.
Established in 1979, The Mayer Benefits Advisory, LLC, in Stamford, Connecticut, provides quality financial consulting and planning to corporations, private businesses, and self-employed professionals. We offer a variety of services, including: * Employee Benefit Plans * Valuations & Compliance Mgmt. * 401(k) Plans & New Comparability * Cash Balance Plans * Plan Terminations * Merger/Acquisition Consulting * VCP & DFVC Program Submissions * Pension & Profit Sharing Plans * Employer Consulting Services * Retirement Planning * Audit Representation * PBGC Filings * QDRO * Plan Documents & Amendments The MBA Difference With our uncompromising promotion, you can count on our professional staff to provide high-quality services for all your pension and profit sharing plan issues. Additionally, we work directly with sponsors, accountants, attorneys, investment advisors, and insurance brokers on behalf of their clients. Your financial stability is our priority, and it is our goal to make sure you feel comfortable with your company sponsored retirement plans. Experience You Can Trust At The Mayer Benefits Advisory, LLC, we have more than 33 years of experience in the financial services field. Turn to us when you are looking for 100% committed and professional consultants. It is our mission to offer reliable and affordable services for all your financial needs. Member Firms The Mayer Benefits Advisory, LLC The MBA Group, LLC Retirement Plan Review (DBA)
Point Rider Group provides consulting and advisory services to senior executives and boards of directors at public and private financial services companies, as well as private equity firms and other institutional investors that make direct and control investments in the industry. We also advise public companies across all industries regarding issues pertaining to corporate governance, an area in which we have recognized expertise.
