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Fidelity Investments is a leading financial services company based in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, it has grown to become one of the largest retail investment firms globally. Fidelity is recognized for its innovative financial management solutions, catering to individual investors, employers, and institutional clients. The company offers a wide range of services, including financial planning, commission-free trades, and educational resources for individual investors. For employers, Fidelity develops comprehensive benefit programs that encompass retirement savings, health and welfare services, and student loan repayment options. Institutional clients benefit from Fidelity Institutional Asset Management, which provides extensive research and tailored investment solutions. With over 21 million individual and corporate customers, Fidelity is a major player in the mutual fund and discount brokerage markets. The company also partners with more than 29,500 businesses and over 15,900 wealth management firms, emphasizing its commitment to innovation and customer satisfaction in the financial services industry.
American National Bank and Trust Inc is a Chicago, IL-based company in the Financial Services sector.
Essex Mortgage is a privately-owned mortgage company based in Orange, California, founded in 1986. With around 220 employees, the company generates annual revenues of approximately $103 million. Essex Mortgage offers a diverse range of mortgage loan products, including conventional loans, FHA loans, USDA loans, jumbo loans, reverse mortgages, and down payment assistance programs. Their services cater to first-time homebuyers, refinancing clients, and real estate investors. The company employs experienced loan officers who provide personalized guidance throughout the mortgage process. Essex Mortgage also offers specialized mortgage subservicing solutions, focusing on leadership, transparency, and customer satisfaction. The company is committed to educating clients to make informed financial decisions and actively participates in community support initiatives, such as funding pediatric brain cancer research through the McKenna Claire Foundation. Essex Mortgage prioritizes building long-term relationships with clients through exceptional service and ethical practices.
Stenson Tamaddon is a compliance-first, technology-enabled financial solutions firm, headquartered in Phoenix, Arizona, that provides customers with accurate, compliant, and hassle-free solutions for maximizing tax credits and government incentives - allowing business owners to unlock the full potential of economic relief programs and specialized tax incentives.
American Independence Mortgage Company is a Chadds Ford, PA-based company in the Financial Services sector.