| Name | Title | Contact Details |
|---|
Sterling Bancorp is a regional bank holding company whose principal subsidiary, Sterling National Bank, provides a full range of banking and financial services to business owners, their families, and consumers, primarily in the greater New York metropo...
We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.
AmeriNat is an industry leader in servicing loan portfolios owned or originated by governmental, quasi-governmental, financial institutions and non-profit entities nationwide. Founded in 1975, AmeriNat now manages approximately $8 billion in loans and related deposits for nearly 300 city, county, state and NGO clients (including more than 115 Habitat for Humanity agencies). With over 100 employees, AmeriNat has customized its technology platforms to meet the specific needs of its customers and their borrowers, ensuring that its technology is responsive to the loan types serviced. AmeriNat is a nationwide, licensed loan servicer and is approved by HUD, FHA/VA and Fannie Mae. AmeriNat is an independent subsidiary of O`Brien-Staley Partners, a Minnesota-based, world-class investing firm which specializes in economic development loans and other story credits.
California Financial Advisors is a trusted and valuable resource for our clients: We are independent of any specific proprietary brand, which affords us an unbiased point of view with regard to investment products, Our innovative approach to investing
Barker Financial Group is a Burlington, MA-based company in the Financial Services sector.