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Financial Cfa Resources

 
 

Allegheny Investments - alleghenyinvestments.com

Comprehensive financial planning and investment management solutions

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Gerstein, Fisher & Associates, Inc. - gersteinfisher.com

Fee based investment management firm located in New York. Wealth management strategies and a full line of financial planning services

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Accountkeeper - home.intekom.com

Provides book-keeping, tax and year-end services to individuals and corporations

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Jexp, Inc - jexp.com

Vendor of E-Finance applications for credit unions and banks. Offerings include E-Statements, Online Personal Finance Management and CRM solutions

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Investment Performance Measurement Software - fairmonttech.com

Investment performance measurement software made simple to use. Windows-based software to calculate time & dollar weighted returns. Free trial

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Equitymodel.com - equitymodel.com

Excel spreadsheet models for US stocks

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Financial Prep - financialprep.com

Provides an exam prep for those taking the Level I, II, or III CFA exams

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