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Windes launches Ovisto with Integrated Partners

Windes launches Ovisto with Integrated Partners
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Windes launches Ovisto with Integrated Partners

Windes launches Ovisto with Integrated Partners
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.

United States , Fort Lauderdale , Paul Saganey , Whitney Massey , James Cordova , Rupa Pereira , Mark Mitamura , David Choi , Jack Oujo , Brian Lauzon , Allison Rozell , Herbers Company , California Based Windes , Massachusetts Based Integrated Partners , Wealth Management , Integrated Wealth , Windes Managing Partner , Integrated President , North Carolina Based ,

Powerhouses team up to launch holistic wealth management firm

Powerhouses team up to launch holistic wealth management firm
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United States , Paul Saganey , Mark Mitamura , Jamesa Cordova , Integrated Partners , Ovisto Wealth Management ,

Windes launches wealth management firm with Integrated Partners

Windes launches wealth management firm with Integrated Partners
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Long Beach , United States , Mark Mitamura , James Cordova , Paul Saganey , Integrated Partners , Wealth Management , Integrated Partner , Reserve Investments ,

CPA Firm Windes Partners With Integrated to Launch Wealth Firm

California-based accounting firm Windes will leverage Integrated Partners’ platform to launch a new wealth practice. ....

United States , Newport Beach , James Cordova , Peter Kaplan , Mark Mitamura , John Caltado , Paul Saganey , Matt Jarvis , Integrated Partners , Ovisto Wealth Management , Reserve Investments , Windes Managing Partner James Cordova , Chief Compliance Officer John ,