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Forbes Custom Marketplace shines a spotlight on several companies that offer invaluable services to individuals, businesses and organizations. From medical centers to IT and manufacturing companies, schools to financial services companies, Forbes Custom Marketplace has businesses and institutions to meet every personal and business need – not to mention conveniently organized by region.

NorthStar Solutions Group, LLC

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Business Technology Solutions Provider
Focuses on Measurable Results

After purchasing a world-class call routing system, a Fortune 50 enterprise found implementation challenging. The company had a lot on the line: a major capital investment and a commitment to improving first-call resolution rates as one of the largest customer service organizations in existence. To end months of delay, the company turned to management consultants NorthStar Solutions Group, LLC.

Helping some of the largest enterprises replace aging legacy systems with robust, integrated …Read More

Sage Partners, Private Wealth Management at UBS

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Competence and Caring Define Dynamic Trio’s Practice

In 2008, veteran financial advisor Allison Smoot, CFP®, CIMA®, CDFA™ had a revelation. To serve clients at the highest possible level, she reasoned, she needed to partner with people she trusted—people with integrity, a strong work ethic, complementary specialties and industry credentials on a par with her own.

Allison turned to Terri E. Yeckley, a fellow financial advisor and personal friend of 20 years, whose Chartered Financial Analyst (CFA™) certification made her an industry rarity. …Read More

Family Staffing Solutions

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001A Joyful Approach to Caregiving

When Becci Bookner sought professional assistance to help care for her two aging aunts in 1993, she quickly discovered there was nowhere to turn for help.

“They needed help with their day-to-day needs, and there was no company to call,” the former kindergarten teacher explains.

When she realized she was not alone in her search, Bookner saw an opportunity to not just improve the lives of “growing older” Americans and their families, but also to create a thriving business …Read More

Walker, Tipps & Malone PLC

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Business Litigators Par Excellence

 

More than six years have passed since the brief merger between The Finish Line and Genesco came to its contentious end. But there are still lessons to be learned from the legal battle between the two footwear retailers.

In fact, the lawsuit and subsequent settlement were the focus of a seminar conducted by the trial judge and attorneys involved in the case, says attorney Bob Walker, whose firm, Walker, Tipps & Malone PLC, represented The Finish Line in the …Read More

Techwave Consulting, Inc.

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Building Client Success Through
Collaboration and Experience

If there’s a secret to success in the IT world, Damodar and Raj Gummadapu think they have figured it out.

As the executive management team at Techwave Consulting, Inc., an IT company headquartered in Exton, Pennsylvania, they have helped their company gain impressive gross revenue expansion throughout the past five years, advancing from $1.4 million in 2009 to a projected $24 million in 2014.

Established in 2004, Techwave began with a mission focused on client partnerships and strategic IT services. “From the onset, our services have really set us apart in this industry,” says Damodar Gummadapu, senior vice president. “From enterprise resource planning and performance management to business intelligence solutions, we are able to offer high-quality implementations and continuous business improvements in a timely and cost-effective manner.”

Senior Management Experience and Continued Expansion
With nearly 20 years’ experience in the IT industry, Damodar Gummadapu says his exposure to and knowledge of business functions come from real-world know-how. “I have served both in business and IT leadership capacities, using technology to turn around company performance and to help actualize goals.  At Techwave, we leverage that experience to deliver effective solutions, and this has contributed to a 100 percent client-retention rate.”

In addition to his own experience, Damodar Gummadapu is quick to credit those around him for Techwave’s success. As president, Gummadapu’s wife, Vanaja, manages the company’s financials and operations. Raj Gummadapu serves as vice president of technology and innovation and assists with marketing, sales and technology.

“This is a family-run business. Most of our employees have been with us from the start, and this allows us to offer our clients dependable resources time and time again,” Damodar Gummadapu says. This also gives Techwave a unique edge: personalized service rendered by highly experienced employees. “With this type of commitment and senior-level experience, Techwave’s small and highly skilled teams can successfully address client-specific business needs,” he says.

As the Gummadapus look ahead, they forecast continued development. With offices throughout the U.S. and India, Techwave plans to expand its global presence and grow its services into the financial and public sectors. “Regardless of our advancement, we’ll maintain our commitment to personalized service and collaboration,” Raj Gummadapu says. “Working side by side with our clients helps us bring the right solutions to the table. If there’s a reason for our success, it’s summed up in our commitment to our clients’ success.”

 

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Headquarters: 1 East Uwchlan Ave., Suite 101 | Exton, PA 19341
Global Development Center: Sanali Info Park, #No. 8-2-120/113,
Road No. 2 | Banjara Hills, Hyderabad – 500033
484-872-8707 | techwave.net | sales@techwave.net | info@techwave.net

 

1SEO.com

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Digital Marketing Made Effective
1SEO.com Is No. 1 in Search Engine Optimization

What use is a great website if people don’t know where to find it? How can you attract new customers to your business if no one knows it exists?

“Millions of people are searching every day for your product or service,” says Lance Bachmann, founder and president of 1SEO.com, a Pennsylvania-based company specializing in search engine optimization (SEO) and other forms of digital marketing. “If you want a piece of that pie, …Read More

Investment Management Consultants

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Giving Clients Peace of Mind Through Stable, Consistent Results During Market Volatility

David Russon, president of Investment Management Consultants (IMC), believes an important service his firm can provide is answering the question “Will I be okay” in relation to retirement planning, market volatility and other financial concerns.

“That’s a question investors ask themselves every day, and it can be complicated by the economy, market conditions and current events,” says Russon, who founded IMC with partner Rhett …Read More

The Cottonwood Group of Wells Fargo Advisors

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Tactical Asset Management Seeks Both Growth and Downside Protection

Naysayers can say what they will, but Thomas J. Pappas has never been more optimistic about the markets, the U.S. economy and the country in general. He even sees signs of improvement globally.

“It’s a great time to be invested in the market,” says Pappas, Managing Director-Investments at The Cottonwood Group of Wells Fargo Advisors and a 30+ year veteran of the financial services industry. “There really is a lot of opportunity out there.”

Still, Pappas knows firsthand that markets can change at any time. That’s why he believes strategies like buy-and-hold and “locking into a simple rebalancing program forever and not revisiting it until you hit retirement” are not appropriate in today’s marketplace.

Instead, Pappas and his team, which includes his son, Associate Vice President-Investment Officer Matthew D. Pappas, and mother-daughter financial advisors Lori Rogerson and Cydnie Callaway, follow a tactical approach to asset management, utilizing the firm’s own portfolios.
“We’re always looking for pockets of value and opportunity for our clients, both for growth and for downside protection, based on the latest research and analysis,” says Matthew Pappas. “This is an ongoing process that we believe better positions our clients to reach their financial goals; it’s a constantly evolving process. We don’t just put people on autopilot and move on to the next client.”

Forward-Looking. Entrepreneurial.
As an advisory practice of Wells Fargo Advisors, The Cottonwood Group has access to a wide range of financial products and services, with no proprietary products to sell and “greatly reducing potential conflicts of interest,” Matthew Pappas says. “We chose Wells Fargo Advisors because they’re forward-looking, entrepreneurial, technologically advanced, and are always bringing new financial products and services to the table,” Thomas Pappas adds.
More than an investment practice, The Cottonwood Group provides holistic wealth management services that encompass all aspects of clients’ financial lives, from retirement planning to life and estate investment planning to insurance and more. The firm becomes “a center of influence” for many clients, Matthew Pappas says, “a reliable point of contact,” developing many close, long-term client relationships along the way.  “Our clients call us with all sorts of questions and concerns, and we’re always happy to help.”

Pessimists are free to disagree, but The Cottonwood Group has great confidence in the future. “This is not just our opinion,” says Thomas Pappas. “We buy a lot of independent research, and the numbers bear us out.”

Cottonwood-Group-Logo-Final_OK
6550 S. Millrock Drive Suite LL-50
Salt Lake City, UT 84121 | 801-733-4443
866-570-4865 | cottonwoodgrp.com

This is a paid advertisement. Insurance products offered through affiliates.
Wells Fargo Advisors, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

 

Union Bank

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001At Union Bank, Relationships Matter Most

 

What do you treasure most in your life?  Many people would say it’s their relationships that matter most, particularly those that last decades and even span generations. At Union Bank, we value relationships that are built on a foundation of trust and respect, whether it’s among our longtime clients or our long-tenured employees.

Union Bank has been a trusted name in banking since 1864, starting in California, Oregon and Washington during the Gold Rush era. We financed California’s first irrigation systems in the Central Valley, along with the state’s wine industry, its railroads and San Francisco’s cable cars. We’ve evolved over the decades, entering new markets with commercial banking offices in Dallas, Chicago, Atlanta and New York, and we’ve expanded our commercial real estate and commercial banking services through acquisitions and organic growth. We’ve also grown alongside our parent company, Mitsubishi UFJ Financial Group, which is one of the world’s largest and most diversified financial organizations. On July 1, 2014, MUFG merged its banking operations in the Americas to form MUFG Union Bank, N.A., further enhancing its offerings for companies looking to grow their business.

Even though we’ve made changes to our name, our approach to business has remained constant for 150 years. Our Commercial Banking group, led by Mike Stedman, has relationships with family-owned businesses that span multiple generations and partnerships with companies representing a broad spectrum of industries that help grow our economy. The group provides financial solutions to middle-market companies throughout the marketplace in California and has highly specialized experts with deep historical knowledge in industries such as health care, energy services, aerospace and defense, technology, environmental services and entertainment.  These industries have long been important drivers of the state’s economy, and Union Bank is committed to investing in their continuing growth and prosperity.

“Our bank’s roots are in commercial banking,” says Stedman. “We’re proud to provide consistent and reliable delivery of banking products and services that strengthen our customers’ businesses and help them achieve their dreams. At the core of that proposition is a strong personal relationship between banker and customer, built on trust, dedication and an unwavering commitment to go the extra mile, even when times get tough.”

In addition, the bank has long been a financial leader in helping clients navigate the complex financial terrain of real estate investment, development and treasury management, partnering with them to manage risk, capitalize projects and
build equity.

Stedman is confident in the bank’s path forward: “Capital may be a commodity, but meaningful relationships are not. That’s especially true in the mid-market space, where we often engage with the founders of the business or with members of a closely knit management team and their families. I’ve been with Union Bank for 22 years, and I’ve never been more excited about our future than I am right now. We are beginning a transformative period in the bank’s history.”

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400 California Street | San Francisco, California 94104
(800) 238-4486 | www.unionbank.com

 

CaMu Financial & Insurance Services, Inc.

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001‘Real to Our Promises, So You Can Be Real to Yours’

 

From medical history to financial history. Medical X-ray to financial X-ray. Treatment plan to financial plan. Patient education to client education.

As unusual as it may seem, Dr. Rafeek Mikhail’s career transition, from physician to financial advisor, was not as much of a leap as you might think.
Dr. Mikhail, a medical doctor focusing on clinical trials and research, specialized in kidney disease for many years after he finished his fellowship at USC. He started CaMu Financial & Insurance Services, Inc. in 2006. Though he no longer sees patients, he still keeps up with the medical research on kidney disease. And he follows the same philosophy in his current role as he did as a physician.

“To be successful, both the physician-patient relationship and the advisor-client relationship require complete honesty from both parties,” Dr. Mikhail says. “Both require an open mind, effective two-way communication, and a great deal of empathy and compassion. At CaMu Financial & Insurance Services, we are committed to asking the right questions, listening closely to the answers and helping clients make wise decisions about their money.”

Protecting Assets in Volatile Markets
While the firm serves a wide-ranging clientele, the primary focus is helping people make the most of their retirement years. As Dr. Mikhail notes, generating a stable retirement income that will retain its purchasing power, be sufficient to cover health care costs and any other emergencies, and last a lifetime is increasingly difficult in today’s volatile markets.

In his experience, the best solution for most retirees is an insurance product that provides a guaranteed income while preserving principal. Clients may choose from a wide variety of no- and low-fee options from more than a dozen financial institutions.

The firm not only encourages clients to plan for their own financial futures, it educates them on how to protect their assets for future generations, says Mary Mikhail, the firm’s vice president and chief financial officer. Clients have access to the services of an attorney and a CPA who can help them create a living trust, avoid probate, minimize taxes and ensure assets are transferred according to their wishes. These professionals, along with a mortgage specialist and a real estate specialist, are part of the firm’s carefully selected network of outside advisors. “We would never refer our clients to someone we didn’t know and trust personally,” she says.

“Ultimately, it’s all about helping our clients protect the assets they have accumulated over the years and guaranteeing they’ll have an income regardless of what the markets are doing,” Dr. Mikhail says.

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27240 Turnberry Lane, #200 | Valencia, CA  91355
877-368-6464 or 661-977-3371
info@camu.biz | www.camu.biz