Point76 Asset Management

Gerrity & Co Private Wealth Management is an independently owned boutique firm located in Jacksonville, FL, offering tailored and objective guidance in investment management services. With a diverse client base that includes high-net-worth individuals and individual trusts, Gerrity & Co takes pride in building long-term relationships with clients, providing ongoing financial advice and helping them make sound financial decisions. The firm's team of professionals possess financial credentials such as Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), ensuring clients receive expert advice and personalized service. Gerrity & Co distinguishes itself from larger financial organizations by offering proactive strategies to address the various financial challenges clients may face throughout their lives. Committed to the financial planning process, professional ethics, and continuing education, Gerrity & Co aims to become the go-to firm for all of clients' financial needs, working closely with other professional advisors or referring clients to their professional affiliates to implement comprehensive financial plans.Generated from the website

Zachary Cohen LLC is a financial services firm based in Jacksonville, FL, dedicated to providing tailored solutions to meet the diverse needs of its clients. With a focus on transparency and client education, the firm aims to foster long-term relationships built on trust and integrity. The team at Zachary Cohen LLC is committed to safeguarding client data and privacy while offering a range of financial advisory services through its partnership with J.W. Cole Financial. They emphasize a collaborative approach, ensuring that clients receive guidance suited to their individual financial situations. Generated from the website

The Inman Company is an independent boutique investment banking and consulting firm based in Jacksonville, FL, specializing in maximizing shareholder value for private companies and family businesses across the United States. With a focus on lower middle market companies, the firm offers a wide range of transaction and advisory services, including sell-side transactions, exit strategy planning, and equity and debt financing. Leveraging over fifty years of experience, The Inman Company serves a diverse array of industries such as manufacturing, healthcare, and information technology, ensuring unbiased and conflict-free advice. Their extensive expertise enables the firm to assist clients in navigating critical corporate finance issues while creating effective strategies for maximizing value. Generated from the website