| Name | Title | Contact Details |
|---|
A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted as of Monday, January 22, 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our clients unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families in the U.S. and around the globe. Visit our website Axcelus.com to learn more about our business.
The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professionals partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.
The Boston Company Asset Management is a Boston, MA-based company in the Financial Services sector.
American Gateway Fincl Corp is a Port Allen, LA-based company in the Financial Services sector.
Eaton Federal Savings Bank is, first and foremost, a true community bank. As a mutual association owned by our customers, we value our small size, independence and closeness to our customers and are committed to improving our communities. Eaton Federal