KB&P Financial Partners

Our life's work revolves around helping you live yours, through creative financial solutions that meet your goals and address your priority areas. With a personalized approach that takes a holistic look at your finances, our tools and combined skillsets make living the life you want to live a reality. KB&P Financial Partners is an independent financial advisory firm, meaning our financial planners are objective and have no conflict of interest because of compensation arrangements with outside parties, which enables us to draw from an endless variety of products and services to customize portfolios with your financial independence top of mind. Registered Representative offering securities through Cadaret, Grant & Co., Inc., Member FINRA/SIPC. KB&P Financial Partners and Cadaret, Grant & Co., Inc. are separate entities. OSJ: 110 West Fayette Street, 5th Floor, Syracuse, New York 13202, 315-471-2191.

Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City.

Stock Plan Solutions/Green Zapato

Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP. SPS/GZ was formed as a collaborative joint venture from two existing consulting firms (Stock Plan Solutions and Green Zapato Consulting). Both firms have handled stock plan administration consulting projects. However, SPS was focused more on administrative matters while GZC concentrated its efforts primarily in accounting, taxation, financial reporting and regulatory-related issues for equity compensation plans. The formation of SPS/GZ resulted in a best-of-breed, fully comprehensive stock plan administration outsourcing firm. In 2010, the IRS adopted regulations pursuant to Section 6039 of the Internal Revenue Code, requiring companies to provide stock plan participants with Form 3921 for all Incentive Stock Option (ISO) exercises and Form 3922 upon first transfer of legal title of shares acquired in conjunction with a qualified Employee Stock Purchase Plan (ESPP). SPS/GZ's stock plan outsourcing clients began inquiring about services for these new tax forms. SPS/GZ wanted to provide a complete solution to their clients and other companies needing this service. SPS/GZ decided to invest in building a highly secure portal that easily allows exchange of confidential information and feeds into a software program capable of performing data audits and producing forms in an IRS acceptable format. Pairing this technology with an interactive client corrections portal and online data archiving resulted in the most robust platform in the industry. Additionally, SPS/GZ sought out subject matter experts to ensure compliant procedures and sound internal control policies. This successful venture resulted in many clients requesting additional tax form reporting services from SPS/GZ, including 1099 forms and eventually the forms required under the Affordable Care Act. SPS/GZ proudly provides tax form reporting services to hundreds of satisfied clients and entities throughout the United States.

Choice Funding, llc

The Choice Funding Difference In today's competitive market you need a trusted payment processing partner who can offer you a complete merchant solution. With Choice Funding we offer you the most innovative technology, streamline business funding and world-class customer service to achieve your businesses goals. We're pleased to say that we have helped thousands of businesses large and small. Regardless of the size and scope of your company, each of our clients receive the same first class customer service from one of our highly skilled, personalized account representatives. Our ability to provide a full merchant solution to businesses of any size is just one of the many reasons why Choice Funding is your complete merchant solution provider!

DSA Factors

D.S.A. Finance Corporation (aka D.S.A. Factors) was incorporated in Illinois in 1964. D.S.A. started in the consumer finance business and has been factoring commercial accounts since 1987. D.S.A. is a family owned and operated business now spanning three generations. The factoring industy has gone through numerous mergers and acquisitions leaving a lot of the smaller factoring companies to be gobbled up by the larger conglomerates. D.S.A.'s goal is to remain an independent factoring company that can handle any size business, small, medium, or large. D.S.A. takes pride in its financial strength and excellent Dun & Bradstreet credit rating. We have helped many companies grow, whether they were start-ups or well established, therefore we have also grown substantially and have added office space and employees to accommodate. D.S.A. gives you the personalized service that the larger factors can't possibly give. This allows our customers to deal directly with the principals of the company. Your requests will never have to be approved by committees, you will get your answers in most cases immediately. We have the ability to be creative with various options in order to give our clients the highest approval percentages. This will enable your company to achieve maximum sales and increase profits. D.S.A. works with companies all over the United States as well as Internationally.