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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
MECE Credit Union is a Jefferson City, MO-based company in the Financial Services sector.
Bank Card Consultants is a Irvine, CA-based company in the Financial Services sector.
Simplifying the closing process for consumers, lenders, and closing agents.
Strategic Financial Solutions, a proudly employee-owned company, is a leading financial services company that provides comprehensive debt relief solutions for people in difficult financial situations. Through its personalized, tailored approach that includes debt consolidation loans and debt resolution programs, Strategic Financial Solutions has successfully resolved more than a billion dollars in consumer debt for over 100,000 clients across the country. We have worked diligently for the past 11 years to build a world-class organization worthy of the recognition and respect of leading bench-marking organizations and some of the most highly respected media outlets. For the last three years Strategic Financial Solutions has been ranked as one of the Best Companies to Work for in New York State. Prior to that, in 2015 and 2016, Strategic Financial Solutions was named by Crain`s New York Business to its Fast 50 Companies list. The company has also been recognized by the INC. 500 company as one of the fastest growing private companies in the United States.