| Name | Title | Contact Details |
|---|
Optimal Services is a Fairfield, CT-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Since 1941, Banc of California has provided full-service banking to businesses, entrepreneurs and homeowners throughout California. Today, with over $10 billion in assets and over 35 banking and lending locations, we are large enough to meet your banking needs yet small enough to serve you well. Banc of California`s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success. Banc of California is committed to building the top full-service bank serving California`s diverse businesses, entrepreneurs, and homeowners with innovative banking products and exceptional service that simplifies financial lives and benefits the communities where our clients live and work. Our simple and fair approach to full-service banking is designed to eliminate the complexity of everyday banking and save you time so that you can focus on what`s important to you–growing your business, looking after family and employees, and planning for the future. That`s the Banc of California advantage, and our commitment to you.
Consumers Professional Cu is a Lansing, MI-based company in the Financial Services sector.
Wind River Development Fund is a Native-led Community Development Financial Institution (CDFI) that provides financial opportunities to stimulate economic development on and near the Wind River Indian Reservation in Wyoming. Our Mission is to promote self-sufficiency, self-determination, and an enhanced quality of life for the reservation community.