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We are creating a stimulating and challenging work environment for our employees. We are serving our local communities with integrity and pride. We are a responsible corporate citizen in the communities we serve. KeySavings Bank will continue to grow and attain even greater market share in our existing markets. We`ll meet this challenge by insuring that our employees are well trained to deliver state-of-the-art products and superior service to you. KeySavings Bank has two offices from which to serve you. The Wisconsin Rapids Office is located at 811 E. Grand Avenue, Wisconsin Rapids, WI and the Lakes Office is located at 292 Matterhorn Trail, Nekoosa, WI in the Town of Rome. We intend to remain independent. We will focus on serving our account holders. And we will continue to provide personal services while emphasizing the importance of personal involvement of our employees in local communities. KeySavings Bank will continue to meet your needs and the needs of our community.
Founded in 1940, Generations has a rich history of serving the City of San Antonio, San Antonio Fire Department, and San Antonio Police Department employees and their families. Generations Federal Credit Union is now the fifth largest credit union in San Antonio with more than 46,000 members and $403 million in assets. Anyone who lives, works, worships, volunteers or attends school in Bexar County, as well as family of current members, are eligible for membership. Additionally, companies of all sizes can join Generations for their business banking needs; and can offer Generations membership as a benefit to their staff. Many banks and credit unions merely provide banking services. We treat each transaction in the context of the financial life cycle of the member and his or her goals. We see members as relationships that last a lifetime, not as transactions that come and go. That’s a big reason why we’ve been recognized for innovative, award-winning services that reach out to the underserved and unbanked within our community, while actively engaging in numerous community initiatives to help all members reach their financial goals.
Meridian is a locally-based community bank providing a comprehensive array of financial services to businesses, professionals and retail customers in PA, NJ and DE. In addition to a broad-based commercial lending portfolio, specialties include commercial and consumer real estate financing, residential mortgages, investment and wealth management services, retail banking and electronic payments processing. Meridian focuses on tailored financial solutions designed by experienced bankers and delivered through efficient, technological channels.
FirstBank of Independence is a Independence, KS-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.