Custom Financial Mortgage

LLM Capital Partners LLC, based in Boston, MA, specializes in equity investments in middle-market companies, focusing on providing expansion capital to support the growth strategies of entrepreneurial management teams. Since its inception in 1991, the firm has built a strong track record of delivering robust returns for its investors while enabling companies and their owners to enhance shareholder value through its capital and expertise. The firm is dedicated to partnering with significant owners of businesses, leveraging their entrepreneurial spirit to drive growth and success. With a commitment to fostering long-term relationships, LLM Capital Partners aims to empower companies to reach their full potential in the marketplace. Generated from the website

Oppenheimer & Co is a financial services firm based in Boston, MA, specializing in investment banking, asset management, and wealth management services for individuals, corporations, and institutions. The company offers a range of financial products and advisory services to help clients achieve their investment goals and navigate the complexities of the financial markets with expertise and professionalism. Generated from their business information

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.Our services include accounting and auditing, business consulting, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology services.Long-term relationships and a personalized approach are the hallmarks of our business. Our professionals get to know clients' needs and their businesses from the inside out. From individuals to closely-held family businesses and non-profit organizations to large multi-national companies, our clients know they can trust our firm to deliver innovative solutions, integrity, professionalism and service.We provide a variety of services including:Income Tax Preparation for all types of businesses, and individualsIRS and State Audit RepresentationPayroll ReportingQuickBooks setup, support and trainingBusiness startup servicesMonthly bookkeepingFinancial statements - making sure your financial records are timely and accurateOur continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.