Lee Bloom Enterprises

Corrado Financial Group is a financial services firm based in Ramsey, NJ, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on personalized financial planning and strategic investment solutions, the firm aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

DiMatteo Group serves as trusted advisors offering insurance, tax preparation, and financial services for businesses and families throughout Connecticut while providing exceptional service and unmatched value. We establish and cultivate strong relationships with all clients and employees as extensions of our family.

PortfolioShop is a leading Portfolio Management software provider with over 25 years of experience, offering solutions for shadow accounting, performance measurement, client reporting, and risk management. Trusted by financial institutions, investment managers, family offices, and service providers, PortfolioShop's platform streamlines back-office operations and provides valuable insights for managing complex fund structures. With a focus on end-to-end automation, accuracy, and concierge service, PortfolioShop's platform integrates data from custodians, ensures daily reconciliation, and offers customizable reporting packages. Clients praise the platform's ease of use, wide selection of reports, and reliable performance, making it a go-to solution for fund managers, administrators, and OMS providers seeking efficient and actionable investment data.Generated from the website