Elm Advisors

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

Ticonderoga Capital, based in Menlo Park, CA, specializes in providing capital to healthcare software and tech-enabled business services firms. The company supports the growth and development of these industries through its investment strategies and financial backing. Generated from their available business information

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website