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Deutsche Bank is a prominent global financial institution based in Germany, established in 1870. It serves as a universal bank, combining regional expertise with a worldwide network to support clients across various sectors. The bank focuses on cross-border transactions and long-term financial security, positioning itself as a primary financial partner. Deutsche Bank organizes its services into four main divisions. The Corporate Bank offers transaction banking, cash management, and trade finance for corporations and small businesses. The Investment Bank provides trading, risk management, and M&A advisory services to institutional investors and large corporations. The Private Bank specializes in wealth management and tailored investment strategies for high-net-worth individuals. Lastly, the Asset Management division offers a range of investment products, including ESG-focused portfolios, catering to both institutional and retail investors. With a rich history and a commitment to innovation, Deutsche Bank plays a vital role in connecting German and European businesses with global opportunities.
E-surety is a Lake Mary, FL-based company in the Financial Services sector.
New Windsor State Bank is a New Windsor, MD-based company in the Financial Services sector.
Accurate Group is a technology-driven company based in Independence, Ohio, specializing in the real estate finance sector. Founded in 2004, it offers a range of services including appraisal management, title services, and compliance solutions. The company is recognized as a leader in appraisal management and compliance, providing high-quality, technology-driven property appraisal services that meet regulatory standards. The company also facilitates digital closing processes and enhances loan processing efficiency through thorough due diligence. Accurate Groups product portfolio includes the ValueNet line, which offers various desktop appraisal solutions designed for accuracy and efficiency. Serving a diverse clientele, including banks, credit unions, non-bank lenders, loan servicers, and capital markets firms, Accurate Group aims to improve accuracy, lower costs, and enhance compliance in real estate transactions.
We Partner alongside our clients in a variety of different ways. Best of all, our clients decide the level of service they need. We provide holistic Wealth Management which includes and start with Financial Planning. Topics inlcude: Investment Management Education Planning Risk Management Debt Repayment Insurance needs Income Tax Planning & Preparation Estate Planning