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The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

E.J. Callahan Associates LLC, based in Wakefield, MA, is a distinguished business advisor that offers comprehensive accounting, consulting, and advisory services to a diverse range of clients throughout New England. Their expertise spans from construction and manufacturing to real estate development and non-profits, positioning the firm as a trusted partner in helping businesses achieve and sustain success. With a strong reputation as certified public accountants, E.J. Callahan Associates specializes in tailored tax planning, strategic business planning, and operational advisory, working closely with clients to navigate financial challenges and improve their overall business processes. Their commitment to client service is reflected in their passion, teamwork, and focus, ensuring that they address the unique needs of each client effectively. Generated from the website

Brook Venture, now known as 424 Capital, is an investment firm based in Wakefield, MA, dedicated to providing capital to expansion stage businesses. The firm positions itself as a hands-on partner, supporting companies in their growth through strategic investments and corporate development services. With a focus on building market leaders, Brook Venture has facilitated significant acquisitions in the healthcare and education sectors, including Instructure's acquisition of Certica Solutions and RLDatix's acquisition of Verge Health. The company's rebranding reflects its commitment to aligning with its strategic goals and enhancing its role in fostering business success. Generated from the website