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Hirsch Financial Services is a Cockeysville, MD-based company in the Financial Services sector.
Shore Bancshares, Inc. is a $1.2 billion-asset financial holding company headquartered in Easton, Maryland. It is the largest independent financial services company that offers banking, insurance and wealth management services to families and businesses on the Delmarva Peninsula, which includes south-central Delaware, and the Eastern Shore of both Maryland and Virginia. Shore Bancshares is comprised of a community of companies with a rich history. Three of its companies, The Talbot Bank, CNB, and the Avon-Dixon Agency, LLC, were established over 100 years ago. The company`s two full-service community banks, The Talbot Bank of Easton, MD and CNB, headquartered in Centreville, MD, serve a broad geographic area with a combined total of 18 branches. Wye Financial & Trust, a division of CNB, offers trust and wealth management solutions. Within our community of companies, we also offer a range of personal and business insurance solutions through Avon-Dixon Agency, LLC, Elliott Wilson Insurance, LLC, Jack Martin & Associates, Inc., and Freestate & Son. The Shore Bancshares community of companies share the same core brand belief, that ""Good things are happening here."" This belief represents Shore Bancshares` commitment to the communities and clients it serves. They maximize every opportunity to deliver quality service to their entire community through interactions with customers, suppliers, business partners, community leaders, and key stakeholders.
Citizens National Bank of Meridian is a Meridian, MS-based company in the Financial Services sector.
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.
Winona National Bank is a Winona, MN-based company in the Financial Services sector.