Havener Capital Partners

Capital Good Fund is a nonprofit organization based in Providence, RI, that provides loans and financial coaching to individuals in Rhode Island, Florida, Massachusetts, Delaware, Illinois, Texas, Colorado, New Jersey, Connecticut, Georgia, and Pennsylvania. They offer impact loans, weatherization services, immigration coaching, and credit builder programs, with a focus on assisting low-income households and immigrants. The organization also aims to increase accessibility to solar power through their solar leasing programs, which have been launched in various states, including Georgia. With a vision to break the cycle of debt and promote financial security, Capital Good Fund is dedicated to helping individuals and families improve their financial well-being. Their team of professionals provides personalized financial coaching and assistance, while their loan programs offer affordable options for those who may not have access to traditional banking services. Through their initiatives, Capital Good Fund aims to make a positive impact on communities and empower individuals to achieve their financial goals.Generated from the website

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. Generated from the website

The Virtus Group is a comprehensive financial planning firm based in Providence, RI, dedicated to serving families with the highest level of personal service. With a mission to become their clients' most trusted advisors, they prioritize integrity, hard work, and a commitment to providing tailored solutions. Offering a range of services including personal financial planning and business owner support, The Virtus Group aims to help clients achieve their financial goals through careful planning and strategic guidance. With a team of experienced professionals, they strive to build long-term relationships based on trust and deliver exceptional results.Generated from the website