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Bull Associates is a Towson, MD-based company in the Financial Services sector.
Archer Bank is a Chicago, IL-based company in the Financial Services sector.
Oak Valley is located in the heart of California’s Central Valley and serves a growing footprint spanning five counties and reaching into the eastern Sierra Nevada. Small to medium-sized businesses, professionals and individuals are attracted to our unique style of service. Service that our employees take pride in delivering. Located in Oakdale, Oak Valley boasts the designation of being the only NASDAQ traded company headquartered in Stanislaus County. Embracing a team philosophy and promoting from within characterize how the employees of Oak Valley manage for success under a long term growth strategy. Team-wide commitment to a culture of service and community provide the foundation for a well thought out de novo branch approach, we refer to as our “Rolling 10 Year Plan.” In our 24 year history, execution of this plan has transformed the Bank from a single branch operation in Oakdale, to 15 locations (16th under construction) and just under $800 million in assets. Dynamic individuals with a spirit of teamwork and an aptitude for collaboration make Oak Valley a great place to bank and work, and will find themselves positioned well for advancement. High-quality employees attract high-quality clients: Our employees are the driving force behind the Bank’s growth and profitability. They pride themselves on offering a unique style of relationship service. Seamless team participation develops the individual and drives our commitment to continually improve. We seek self-motivated individuals who excel in a team environment and employ a ‘promote from within strategy.’ Our relationship building philosophy extends to clients and employees; it’s a long term vision. Our goal for employees is to create an atmosphere that challenges them to be their best while providing them with the tools to continue to develop professionally and enhance their role in the community.
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.
Northern Trust Bank of Florida is a North Palm Beach, FL-based company in the Financial Services sector.