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“ Thomson Tax & Accounting has partnered with InterceptEFT for many years, and we appreciate what they are able to offer to our customers. As an InterceptEFT partner, we enjoy integration into our products, outstanding support for our customers, and a consistent revenue stream. One of the perks of …
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Frontier Trust Company, an Ascensus company, has a long tradition of providing comprehensive trustee and custodial solutions for qualified and non-qualified employee benefit plans. With more than 20 years in the industry and state-of-the-art technology, we provide our clients with a custom trust pl…
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FSA • HSA • HRA • COBRA • Transportation Discovery Benefits is transforming the complexity of employee benefits administration with innovative solutions and extraordinary customer service delivered by empowered and knowledgeable employees. Simply put, we work hard to make it easy to do business wit…
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InvestAmerica is a nationally recognized private equity/venture capital investment management group with over 100 cumulative years of fund management experience. The Principals founded the InvestAmerica brand in 1985 with the establishment of InvestAmerica Venture Group, Inc. Since 1985, the Princi…
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In 1985 she earned the Chartered Life Underwriter designation and in 1988 earned the Chartered Financial Consultant designation, both from the American College in Bryn Mawr, PA. The golden rule is treating clients like you would want to be treated is stressed. She has hosted numerous educational se…