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Bank of Montreal is a Chicago, IL-based company in the Financial Services sector.
Round Top State Bank is a Round Top, TX-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.
Peoples Group has been providing tailored financial services to the Canadian marketplace for more than 35 years.
Lexicon Bank provides a relationship-based approach to its commercial banking services with a commitment to responsiveness and action. At Lexicon Bank, our clients gain access to an entire team of executives and directors with local business experience and market expertise. Our solutions and decisions are made locally in the interest of our mutual success. Our team is passionate about our clients` progress and strive to empower them by providing clarity for the complex. Not only will we show you the way, we will help you create your own way – and turn our knowledge into your prosperity. We are banking on you and the success of our partnership.