Ted Coombs Competitors

We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Since 1996, Eclipse Business Solutions, Inc. has established a reputation as a leader in business services with a track record of assisting our clients to significantly improve their business results. Our proprietary PinPoint Operator Intelligence services give you the ability to understand the underlying trends in your business by region, product, distribution, channel, operator, affiliation, etc. Only after identifying drivers of growth and decline can you move to accelerate the former and defend the latter. We specialize in providing you with actionable insights. While there can feel like infinite ways that the data can lead you, we set aside the noise, focus in on the "nuggets," and tailor our analysis to what makes the most sense for your sales & marketing team so you can proceed with your initiatives in the most effective way possible. Our analytics platform shines a spotlight on white spaces, double-dips, and growth opportunities so you can be precise in your planning and be given more attention from your trading partners. We contribute to the profitable growth of our clients by providing focused, high quality consulting and implementation services in: - Foodservice and C-Store Analytics - Go-to-Market Effectiveness - Supply Chain Optimization - Business Intelligence

Argosy Partners was founded by Jim Ambrose and Rich Reid. Jim developed a method of completing low risk shotgun transactions within several days. He also developed ways of finding shotgun transactions from lawyers within days of execution. The Shotgun Fund combined Jim and Richard’s capital with that of some entrepreneurs and one institutional investor to invest in Shotgun, Succession and Bridge transactions through three specialized funds. Jim retired in 2013 and the Funds have since wound up. Argosy has been raising funds since then. It expects to close a new fund this year.