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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.
Abby Bank is a Abbotsford, WI-based company in the Financial Services sector.
Grandview Bank is a Grandview, TX-based company in the Financial Services sector.
BCT - Bank of Charles Town, also known as The Community`s Bank, is a historic community bank established in 1871. The bank serves its communities by providing Commercial and Retail Banking services, Residential Mortgages, and Trust and Wealth Management services. American Banker named BCT a “Best Bank To Work For” in 2019. Forbes recognized BCT as a 2018 Best In State Bank. With it`s main office located in Charles Town, West Virginia, BCT serves the Eastern Panhandle of West Virginia, Western Maryland, and Northern Virginia through 10 convenient banking offices and one Loan Production Office in the following locations: - West Virginia: Charles Town (main office), Harpers Ferry, Kearneysville, Martinsburg, and Hedgesville - Maryland: Hagerstown - Virginia: Leesburg, Middleburg and Purcellville
Little River Bank is a Lepanto, AR-based company in the Financial Services sector.