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Parsonex is a network of affiliates that offer families retirement planning, insurance, and investments. Through our network of advisors our goal is to develop lifetime client relationships that help you confidently get to retirement, and perhaps more importantly, through retirement. Parsonex Securities, Inc. is an independent broker/dealer that specializes in retirement planning and offers a wide variety of products and services including mutual funds, variable annuities and 529 plans. Parsonex Advisory Services, Inc is an SEC Registered Investment Adviser that specializes in wealth management and planning services. Parsonex Insurance Agency, Inc. is an independent insurance agency that offers term life insurance and long-term care through a variety of carriers and partnerships.
Earnest is a technology enabled lender that evaluates a persons full education, employment, and financial profile. By looking beyond a simple credit score we can reward financially responsible people with better rates than traditional lenders, on personal loans and student loan refinancing. In addition, we have created an online dashboard that gives clients the tools to easily customize their loan payments. Earnest does not charge origination or prepayment fees.
In 2014, BSI Financial Services formed Entra Escrow Services, Title Services and Asset Management. Entra Escrow was formed in 2014 to facilitate real estate transactions in Southern California. In addition to supporting BSI Financial Services clients, it provides high-touch escrow services for agents along Orange County`s Golden Coast. Entra Title Services was also created in 2016 to provide title underwriting nationwide, relying on an agency network of title professionals to search and underwrite title for transfers and new financing. Entra Real Estsate provides asset management and collateral valuation services primarily to lenders that hold REO property. Entra provides comprehensive care, from cash-for-keys to asset sale and disposition.
Paulson Capital Corp. is a Portland, OR-based company in the Financial Services sector.
The Tampa Bay Trust Company is a division of the Sanibel Captiva Trust Company. We are a state-chartered independent trust company regulated by the Florida Office of Financial Institutions. We provide wealth management services including investment management, trust administration, and financial counseling to individuals, families, businesses, non-profit organizations and endowment funds. The Tampa Bay Trust Company wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients` portfolios are separately managed and individually tailored to each client`s total return and cash flow requirements. Our investment management services comply with Florida`s Prudent Investor Rule (Florida Statues, chapter 518.11). We are audited by the Florida Office of Financial Institutions. In addition, we are audited by two independent accounting firms each year. We also have a Board Audit Committee, consisting of outside Directors, responsible for reviewing our internal control policies. We maintain a financial insurance bond and trust errors and omissions liability insurance policy.