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.

SA Financial Planners

Our company is grounded in an unwavering commitment to serve the important purpose of enriching the lives of our clients. SA Financial Planners is an independent financial services provider, unified by shared beliefs and values dedicated to delivering the highest level of service to our clients. We serve as a trusted partner to create value, understanding, confidence, and peace of mind by helping simplify the complex. We offer a value proposition focusing on life stage financial planning to ensure that individuals and businesses are on the path to financial independence.

FTA Finance

FTA Finance provides solutions to all healthcare funding needs. Whether you're an existing business owner or first time buyer looking to secure funding for a loan, mortgage or new equipment purchase, FTA Finance will secure the best, most flexible and competitive terms so that your finance fits your needs.

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.

Comprehensive Wealth

Comprehensive Wealth is an independent Financial Planning and Investment Advisory practice providing tailored advice to individuals, families, and businesses. Our mission is to partner with our clients to help them develop their goals and create a plan to achieve them.