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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.
Bank of India is a New York, NY-based company in the Financial Services sector.
Bankers' Bank of the West was formed in 1980 to offer correspondent services to community banks, eliminating the disadvantage of having to rely on a correspondent that is also a competitor. In our 27 years of service, BBW has developed a reputation as a
ATM, ATM Locations, Account Access, Account Transfer, Automobile Loans, AutoVantage, Bank, Bank Account, Banking, Bill Payment, Bill Presentment, Brokerage, Cash, CDs, Certificates of Deposit, Checks, Checking Accounts, Consumer Loans, Convenience
Strongpoint Partners is an independent Third-Party Administrator (TPA) and financial services platform located in Riverwoods, Illinois. Founded in 2021, the company integrates multiple TPAs to provide comprehensive retirement, payroll, and HR solutions. Strongpoint Partners focuses on serving small to medium-sized businesses across the United States, offering services such as 401(k) plan administration, recordkeeping, fiduciary services, payroll solutions, and human capital management. With a client base of over 13,000 unique businesses nationwide, Strongpoint Partners has established partnerships with several prominent retirement plan administrators. The company has experienced significant growth, adding new partners and employees, and managing assets exceeding $10 billion. Strongpoint Partners is recognized for its commitment to enhancing operational efficiency and compliance for its clients.