Grady Levkov & Co. Competitors

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. We are a business planning and consulting firm with a focus on providing high-quality tax and legal services and resources to small business owners, real estate investors, professionals, stock traders, entrepreneurs, freelancers, and contractors. Our consultants consist of attorneys, CPAs, and business advisors who have been working with individuals and businesses to protect their assets and minimize their taxes. They travel nationwide to speak at conferences and seminars on asset protection, tax reduction, and business planning. We have taught tens of thousands of people how to make better business decisions and properly prepare to meet their goals. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world. Let us shore up your investments and business! We specialize in entity structuring, business strategies, business compliance, tax planning, tax preparation, bookkeeping, asset protection, and estate planning. Together, we can protect & grow your wealth.

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.

Davis Partners is a commercial real estate services company that implements strategies to drive values for our partners and clients. We are problem solvers who enjoy being responsible for getting results. Founded in 1976, Davis Partners has formed joint ventures and syndications to develop new projects and acquire existing properties and has grown a property management business that now services over 135 properties totaling 22 million square feet throughout Southern California. We have been recognized as the best accounting and back office operation by our largest institutional client and as one of the Best Places to Work by the Orange County Business Journal. Our expertise ranges from development and acquisitions, to debt and equity structuring, to management, leasing and reporting, and to sales and dispositions. Over the years, Davis has developed a business philosophy built on three pillars: Strategy, Accountability and Results. Our experience enables us to see the Big Picture and devise and implement the best strategy to achieve our goals. We take pride in doing a good job for our properties, our clients and our employees, and we expect to be held accountable for fulfilling our responsibilities. We understand that our efforts are only worthwhile if they achieve the best possible results. Please visit our website at www.davispartners.com for more information.