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Riverside Bank is a Poughkeepsie, NY-based company in the Financial Services sector.
Catskill Savings Bank is a Catskill, NY-based company in the Financial Services sector.
West Valley National Bank is a Avondale, AZ-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.
At Pan American Bank & Trust, everyone flourishes by having the breadth of resources to DREAM BIGGER. We provide personalized, grassroots banking to propel you to your highest aspirations, including Personalized banking, Customized financial resources, Financial outreach, Community engagement We reinvest and create meaningful IMPACT in your community which has earned us an OUTSTANDING rating under the Community Reinvestment Act (CRA). CRA evaluates our record of meeting the credit needs of our entire community, including low-and moderate-income neighborhoods consistent with safe and sound operations. Pan American Bank & Trust is certified by the U.S. Treasury as a Community Development Financial Institution (CDFI), a designation earned by approximately 100 banks nationwide.