Davidson James M & Company Investment Counselors

CUBIC Advisors, LLC is an independent fee-based investment advisor founded to provide investors with a cost-efficient alternative to traditional Wall Street portfolios. With over 30 years of experience, their team focuses on achieving client success through a deep understanding of risk and return dynamics in the market. Committed to offering personalized solutions, CUBIC Advisors emphasizes the importance of knowledge and experience in navigating volatile market conditions. Through online assessments and tailored consultations, they aim to empower investors with strategies that align with their financial goals.Generated from the website

Surgent, John M CPA is a leading provider of online CPE courses for CPAs, offering a wide range of highly-practical content in packages that cater to different needs and budgets. With over 10,000 credit hours of up-to-date courses, including tax updates and timely updates on the Tax Cut and Jobs Act, Surgent ensures that CPAs stay informed and meet their CPE requirements. Their faculty consists of all-star experts with extensive experience and numerous CPE Speaker of the Year Awards, providing CPAs with pro insights and knowledge. Surgent offers flexible CPE webinars that fit busy CPAs' schedules, with events held daily for all time zones. They also provide on-demand CPE options, including PDFs and streaming webcasts, allowing CPAs to access courses at their convenience. Surgent's commitment to professional education goes beyond just earning credits, as they aim to help CPAs enhance their skills and knowledge through top-rated courses and a best-in-industry video experience.Generated from the website

Located in Devon PA Trent Fant is a financial advisor with Raymond James dedicated to helping clients navigate their financial journeys. With a focus on personalized service and tailored financial strategies Trent aims to empower individuals and families in achieving their financial goals. His expertise encompasses investment management retirement planning and wealth preservation making him a trusted partner for those seeking financial clarity and success. Generated from this place's information