| Name | Title | Contact Details |
|---|
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Roslyn Bancorp is the holding company for The Roslyn Savings Bank and its subsidiaries (collectively, the Bank).
Century National Bank is a Zanesville, OH-based company in the Financial Services sector.
Capitol Federal® has been True Blue® for more than 120 years. Throughout our history, we have remained steadfast in our commitment to the American dream of homeownership and dedicated to our corporate philosophy of Safety in Savings, Sound Lending Policies, Quality Customer Service and Commitment to Community. Capitol Federal is a leader in residential lending in Kansas and Missouri and boasts more than $9 billion in assets. In addition to single-family residential lending, construction loans and other consumer loans, Capitol Federal offers a variety of retail deposit accounts, including checking, savings, money market, IRA and certificates of deposit. With 37 traditional branches and 10 in-store locations, the Bank has a network that extends across the state of Kansas and into Missouri. Member FDIC and Equal Housing Lender, CapFed® was founded in 1893 and is headquartered in Topeka, Kansas.
Leesburg, VA-based SGK Wealth Advisors is an SEC registered, independent, fee-only wealth management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. Our comprehensive services includes investment management, tax planning, risk management, estate planning, retirement analysis and asset protection solutions that work together to support your unique needs and objectives. Each of our clients receives personal attention from a dedicated expert Wealth Manager and our unique fee-only style prevents potential conflicts of interest. Above all else, we provide advice that is in the best interest of our clients.