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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
First Citizens State Bank is a Whitewater, WI-based company in the Financial Services sector.
The mission of National Bank of New York City will be to provide premium quality service with enhanced relationships to business owners and business professionals. The bank will provide product lines and services that meet financial and personal needs of
Cincinnati Ohio Police FCU is a Cincinnati, OH-based company in the Financial Services sector.
Blake International Inc is a Green Cove Springs, FL-based company in the Financial Services sector.