George Tsang

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

Carl Kaliszewski believes that a comprehensive approach to financial solutions extends far beyond providing personalized investment and insurance advice. It also involves “life planning.”

Strategic Payment Systems, now operating as Payroc, is a registered Independent Sales Organization (ISO) affiliated with Wells Fargo Bank and Fifth Third Bank, providing a range of merchant services. The company specializes in payment processing solutions, partnering with various financial institutions and technology providers to enhance transaction efficiency for businesses. With a commitment to customer service, Strategic Payment Systems offers tailored solutions including free statement analysis and business valuation services. Their extensive portfolio includes partnerships with major payment processors such as WorldPay, Vantiv, and American Express, ensuring comprehensive support for their clients' payment needs. Generated from the website