What’s New on South Lake Avenue

Ebix, Inc.

Ebix is a leading international supplier of software and e-commerce solutions to the insurance industry.  Ebix provides a series of application software products for the insurance industry ranging from carrier systems, agency systems and exchanges to custom software development for all entities involved in the insurance and financial industries.

Murphy Investment Advisors, Inc.

In 1995, Murphy Investment Advisors was founded by E. David Murphy as a firm that specializes in managing portfolios for individuals and organizations interested in conservative growth as the primary objective. David Murphy Jr. joined the firm as President in March 2016. Prior to joining Murphy Investment Advisors, David Murphy Jr. was Senior Vice President […]

Merrill Lynch

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.  Working with their clients as strategic partners, they create and execute winning solutions, which address their clients’ most pressing strategic, financial and investment needs—anywhere in the world.

Floe Financial Partners

Floe Financial Partners was founded with the goal of assisting their clients in every aspect of their financial lives. They have provided the most personal service available, aiming to earn a reputation for excellence in their industry. For each of their clients they strive to help create financial stability and security to provide financial independence. […]

DH Advisors

Vernon D. Baptiste, CPA

A full service tax preparation firm and offer a wide range of accounting services within a culture of integrity and professionalism.

Phillips & Company

During Phillips & Company’s 72 years of existence, they have provided various services to their Individual, Corporate, Partnership and Fiduciary Clients.  Services include preparation of income tax returns, tax planning, business financial planning, real estate analysis, preparation of financial statements, book keeping services and more.

Michael Di Pietro, CPA

Services encompass nearly every aspect of financial life.  They are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.