Um Holding

Gross Financial Services, established in 1981 and located in Feasterville Trevose, PA, specializes in providing comprehensive insurance and investment plans to help clients navigate their financial futures. With a focus on education, the firm aims to empower individuals by offering resources that clarify financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. Committed to client satisfaction, Gross Financial Services emphasizes the value of partnering with experienced professionals to achieve financial goals. The firm provides a variety of tools, including calculators, articles, and videos, to assist clients in understanding and managing their personal finances effectively. Generated from the website

Wind River Holdings is a privately owned investment company based in King of Prussia, Pa. It serves a variety of industries, including real estate, preschool education, high-performance cordage and precision gears. The company s proprietary strategic architecture process provides management support and access to capital to its operating companies. Its services include transfer of best practices between companies and a variety of administrative, tax and financial resources. The company s portfolio includes AMC Delancey Group, Goddard Systems, Haven Homes, Mixing Solutions, Philadelphia Gear Corporation, Philadelphia Mixing Solutions Samson Rope Technologies and Wellington Systems.

Simon Deitz LLC, led by Kenneth R. Deitz, CPA, offers a comprehensive range of financial services backed by over 25 years of experience and various degrees in business and management. The firm specializes in personalized financial planning, accounting, taxation, and estate planning to meet the unique needs of each client. As a certified public accountant and registered investment advisor, Kenneth R. Deitz is committed to delivering thorough and knowledgeable service. The firm is also a member of the New Jersey Society of CPAs and provides support in areas such as IRS representation, payroll, and business succession planning. Generated from the website