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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.
United Bank of Kansas is a Lenexa, KS-based company in the Financial Services sector.
Sterling Bank & Trust was originally chartered in 1984 as Sterling Savings and Loan Association with a focus on residential mortgage lending in the neighborhoods we serve. In 1990, our growth led to the development of the commercial real estate lending division. In 1992, we became Sterling Bank and Trust, FSB, with the addition of the Trust division. A key part of Bay Area neighborhoods and now Los Angeles, Sterling has 18 neighborhood branches in the San Francisco Bay Area, and one branch in Alhambra, California. We continue to expand, and anticipate branches opening in Cupertino and Irvine, California in the near future. Our mission is to create exceptional value for customers, employees, investors and the community through innovative and creative products, services and activities; and to profitably grow as an independent, national company by providing superior financial solutions that exceed customer expectations.
ICICI Bank Canada is a North York, ON-based company in the Financial Services sector.
Town and Country is a refreshingly different kind of community bank, one that takes a focused approach on establishing and building connections with our community and the people we serve. The employees at Town and Country believe the conversation starts with this question: What do you want in life? We`ll answer that question by learning about you and your family. We know your needs are ever-changing. That`s why we`re looking forward to walking side by side with you, partners in the success story that`s your financial life. So, what do you want in life? Start that new business you`ve sketched out? Make university-life more than a brochure on your desk? Open the door to your family`s new home? Maybe you just want to log into online banking and feel good about what you find there. We are here for you!