Corporate Partner Listing
Centric Bank blends the latest online and digital financial service technologies with personalized, relationship-focused customer care. You are only a conversation or click away from receiving the banking services you need from people who truly want your family and business to thrive.
Contact: Leslie Meck
Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC is a Registered Investment Advisor located in Bethlehem, Pennsylvania. We provide investment advisory services to retirement plans sponsored by successful businesses, municipalities, health systems, institutes of higher education, notprofit foundations/endowments and planned giving programs. In addition, we provide services to wealthy and entrepreneurial families and individuals.
As of December 31, 2017, Cornerstone manages over $5.7 billion in investable assets for clients utilizing a fiduciary process that is consistent with our seven core principles: alignment of interests, transparency, true open architecture, innovative technology, culture of achievement, thought leadership and commitment to client service.
Contact: Malcolm Cowen, II, President
email@example.com | 610-694-0900
Contact : Tyler Papaz, Principal and Senior Consultant
firstname.lastname@example.org | 610-694-0900
As an independent, Registered Investment Advisory Firm, EHD Advisory Services provides a high level of personalized service and individual attention. EHD Advisory is more than just investment services. Everything they do – from portfolio management and estate planning, to tax strategy and asset protection, to corporate retirement-planning services – they do with your best interests at heart and with an unwavering commitment to service.
S.R. Snodgrass, P.C.
At S.R. Snodgrass, we’ve spent more than 70 years building and refining a highly integrated and consultative approach to client service that exceeds expectations. Our philosophy and approach is to become an integral part of our clients’ organizations, while maintaining our independence, to develop a relationship that ensures our clients’ long-term success. We provide a wide variety of services for nonprofit organizations, including financial statement audits, reviews, and compilations; tax preparation and planning; employee benefit plan audit and Form 5500 preparation; strategic planning; and IT services, among others.
Stambaugh Ness combines traditional accounting, auditing, and tax services with complementary human resources, outsourced business and technology advisory services that support your company as it grows. If you are looking for ways to strengthen your organization with professionals who have a comprehensive understanding of the operational issues, resources, and fiduciary responsibility unique to not-for-profits, let’s start a conversation.