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Prestige Financial Services is a Salt Lake City, UT-based company in the Financial Services sector.
Home Bank and Trust Company is a Eureka, KS-based company in the Financial Services sector.
BAM Mutual, or Build America Mutual, is a mutual bond insurance company that focuses on serving the municipal market. Established in 2012, it is the first mutual bond insurer dedicated exclusively to this sector. Sponsored by the National League of Cities, BAM Mutual provides insurance on municipal bonds, which helps communities finance significant capital projects, including transportation and energy infrastructure. The company specializes in financial guaranty insurance services for municipal bonds. This insurance enhances the creditworthiness of bonds, allowing municipalities to secure better interest rates and making their offerings more appealing to investors. BAM Mutual is based in New York and operates under a mutual structure, meaning it is owned by its policyholders. It has received an AA rating from Standard & Poors, indicating a strong financial position and reliability in providing insurance coverage for municipal bonds.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Traditions Bank is a Cornelia, GA-based company in the Financial Services sector.