XL America

At Abundant Wealth Management, we embrace a holistic approach to Financial Planning and Investment Management. We take the time to understand what is important to you, and only then create a plan that is aligned with your Values & Objectives. By continually stress testing your financial plan, we help create "clarity out of chaos", and instill confidence in knowing your financial future is secure.

O'Shaughnessy Asset Management is a leading investment firm based in Stamford, CT, specializing in custom indexing and separate account strategies. With over 17 years of experience managing client money and $9.4 billion in assets under management and advisement, they offer a range of strategies across different market segments and geographic regions, aiming to provide significant factor advantages and low active costs. Their team of seasoned professionals, including 5 CFA Charterholders, is dedicated to applying their disciplined investment approach for the long term. Committed to research and sharing their findings with investors, O'Shaughnessy Asset Management strives to manage money on behalf of committed, long-term investors, offering a comprehensive range of services tailored to individual and professional investors alike.Generated from the website

Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans - unrivaled access and speed to best of breed funding - Finance Suite for broad credit solutions and business credit and a clear path to bankability and more affordable capital - Business and professional services - discounted - Digital growth solutions with proof of performance. Business Success Platform impact Sales, Spend and Cash flow to drive performance. A unique differentiated value delivering real results. More businesses succeed with Lavan Financial Group