BrowneMusser Competitors

Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

Founded in 2002, Reference Point is a boutique strategy, management and technology consulting firm focused on delivering impactful solutions for the financial services industry. We understand complexity firsthand, having successfully navigated the challenges faced by global financial services firms. We combine proven expertise and practical experience in a unique consulting model to give clients superior quality, and superior value. Our engagements are led by former industry executives, supported by top-tier consultants. We partner with our clients to assess challenges and opportunities, create practical strategies, and implement new solutions to drive measurable value for them and their organizations.

Experts for your success. We assist you with running projects, improving processes and managing change in a way that will allow your company to draw the greatest possible benefit from it. Our experienced team of international experts is ready to support you – with industry-specific expertise in a plethora of diverse business sectors. We cooperate with our clients on the basis of mutual respect, openness and curiosity in order to drive sustainable improvements. Energy for your goals. next level is present at 10 locations world-wide. We offer our services in 12 languages. Our clientele ranges from small to medium-size enterprises all the way to international corporations. Client satisfaction is our true measuring stick for our success. next level partners with prominent project management associations such as IPMA®, is a Registered Education Provider for the PMI® as well as an APMG accredited training association for PRINCE2®. We cooperate with international enterprises and institutes rated as top achievers in their respective areas of expertise. Specialtisations These are the services we offer: certification for PMI®, IPMA®, PRINCE2®, Interim Management, training, coaching and consulting for project management, process management and change management, project audit, conceptualisation and organisation of events.