1031 Capital Solutions, 4800 Meadows Rd, Ste 300, Lake Oswego, OR 97035, US

SRG Tech LLC is a boutique succession consulting firm based in Lake Oswego, OR, serving clients nationwide. Founded in 2012 by David Grau Jr., MBA, SRG specializes in helping advisors, agents, and accountants manage the equity in their businesses through services such as valuation, succession planning, and deal support. With a team of industry experts and access to best-in-class resources, SRG is dedicated to helping clients navigate the complexities of business ownership transitions. Bloomfield Hills Financial (BHF) is an independently owned wealth management company that offers securities brokerage and investment advisory services. Founded in 1999 by Kevin VanDyke, BHF focuses on helping individuals, executives, and business owners preserve their purchasing power throughout their lifetime. With a commitment to providing personalized investment options and guidance, BHF works closely with clients to achieve their financial goals. BHF has experienced rapid expansion through mergers and acquisitions, with the assistance of SRG, and continues to seek opportunities for growth in the market.Generated from the website

Plumbtree Software

Legacy Built

SMSC

Hatch, Thomas R MD