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Colorado Community Bank-Akron is a Akron, CO-based company in the Financial Services sector.
Bankeast is a Knoxville, TN-based company in the Financial Services sector.
Bank of America Merrill Lynch provides global perspectives, comprehensive solutions and strategic guidance. “Bank of America Merrill Lynch” (“BofAML”) is the marketing name for the global banking, global markets and institutional retirement businesses of Bank of America Corporation. Securities, strategic advisory and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation, including, in the United States, Merrill Lynch, Pierces, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. Any opinions, views, statements, estimates or projections (“posts”) posted on this web page are solely those of the individual author(s). As such, posts by an employee of BofAML or any of its affiliates are solely those of such employee or agent and do not necessarily reflect the views of BofAML. Such posts by a BofAML employee are intended to be used solely for informational purposes and are not meant to be an official statement, confirmation, offer or agreement of any kind, nor a solicitation or recommendation to buy, sell or hold securities. BofAML does not adopt or endorse, and shall not be responsible for third-party posts. BofAML reserves the right to intercept, monitor, review and retain all posts to this web site by any third party, as permitted by applicable law. The inclusion of a link to an external web site by BofAML should not be understood to be an endorsement of that website or the site’s owners (or their products/services). BofAML is not responsible for the content, or output of external websites.
Guaranty Bank and Trust Company is a Belzoni, MS-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.