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Edward Jones is the largest Brokerage company in the US by number of Advisors. We are in the US and Canada. We work with serious long term investors in all aspects of Financial Planning
Andrew Atalla is the founder of Feryale Financial and has over 10 years of experience helping medical professionals and business owners build lasting financial stability. With deep roots in the medical community—his wife is a dentist and many close friends and family are in healthcare—Andrew brings a unique understanding of the financial pressures doctors and dentists face. Originally on the path to becoming a doctor himself, Andrew
realized his true calling was helping others through financial guidance rather than medicine. Whether it’s managing student debt, navigating complex tax situations, or planning for long-term wealth, he tailors every strategy to meet the unique needs of medical professionals.
Drawing on over three decades of financial industry experience, Hany has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Having been through numerous market corrections and volatility, Hany serves as the close family advisor his clients rely on for an experienced perspective, thoughtful solutions and responsive service. His sincere approach to building long-term relationships and his genuine empathy has earned his clients’ confidence throughout all market conditions.
Kapcharge is an online payments infrastructure and money service business that provides software for accepting payments, sending payouts, and managing financial transactions. Kapcharge connects businesses with the banking and payment ecosystem using a single API, offering secure and reliable services in Canada and the United States.
Kapcharge’s solutions include ACH Processing, EFT Payments, Interac e-Transfer, Visa Direct, Push-to-Card, and Credit Card Processing. They serve various industries, such as Consumer Finance, Mortgage Servicing, Automotive Finance, Property Management, Buy Now Pay Later, Payroll Management, Gig Platforms, Insurance, Healthcare, and E-Commerce.
Kapcharge is a subsidiary of Kapital Solutions.
I understand the complexities of today’s lending environment and will help you navigate through the mortgage process from preapproval all the way to the closing table and beyond. I look forward to helping you with all your mortgage needs. Whether you are first time home buyer, purchasing your dream home or investment property, refinancing an outstanding loan, or consolidating debt, the team of highly experienced team which I am a member, are here to help you take that first step toward a financial solution.
Our mission is to provide an experience where clients feel they have a financial proponent on their side to help them achieve their financial objectives. Our firm's founder, Boulos Michael, has been stewarding clients in their financial journey since September 2001. This experience provides him with a unique process for managing clients' nest eggs in some of the most turbulent times in recent history. The relationships he has built with valued clients provide him with a sense of purpose and drive.
Nermine Bolos is an Investment Advisor Representative with Unified Wealth Management (UWM), and has experience in banking, accounting, and franchising. She is the recipient of the 2021 Women-n-Charge Grant, and graduate of the 2020 Southern Diocese Lead Program. Nermine is passionate about educating women and small business owners on how to achieve their financial independence. Nermine is a financial planner that strategizes how best to achieve her clients’ goals while specializing in investing and tax saving solutions. Working alongside in-house CPAs at UWM, her goal is to help her client’s money work harder, smarter and more tax efficiently. In her spare time, she loves cuddling with her three girls, volunteering at her church and watching The Tampa Bay Lightning bring home the Stanley Cup!!