About This Project

Whether you’re looking for high-net worth individuals, investment bankers, retirees, day traders, stockbrokers, financial advisors or Fortune 500 CFOs or CPAs, we know how to find them and engage their participation. We’ve tested all kinds of financial services including trading platforms, financial instruments, insurance companies, credit-cards, credit unions, banks, accounting firms and more.  Our director who helps leads these studies is himself a CPA and virtual CFO and professional trader with a long history in the financial services arena.