| Name | Title | Contact Details |
|---|---|---|
Alexander Kuhn |
Business Intelligence Developer - VP | Profile |
John Livingston |
Senior Vice President, Chief Technology Officer/Chief Information Security Officer | Profile |
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.
Finance of America Reverse LLC, based in Plano, Texas, is a prominent provider of reverse mortgage solutions. As part of Finance of America Companies Inc., the company specializes in home equity-based financing, allowing homeowners to access their home equity without incurring monthly payments. It has earned an "A+" rating from the Better Business Bureau and is recognized as a top-rated reverse lender on ConsumerAffairs.com. The company offers a variety of services focused on reverse mortgages, providing comprehensive support to help customers make informed financial decisions. One of its key products is the HomeSafe reverse mortgage, a proprietary option designed to meet the unique needs of homeowners. Finance of America Reverse targets older homeowners, aiming to provide accessible and transparent financial solutions that support their retirement goals. With a recent emphasis on digital innovation, the company is enhancing customer experiences and operational efficiency through technology-driven strategies.
Mortgage Lending Reimagined. Cardinal Financial is modernizing the way home loans are obtained with unrivaled transparency, simplicity, and value. Cardinal Financial is a nationwide direct mortgage lender that provides modernized home financing solutions. Since 1987, we’ve been routinely generating billions of dollars in loans and connecting borrowers to their homes every day. Using a unique combination of proprietary technology and human expertise, we’re making the complicated process of obtaining a home loan simpler and easier. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it.
Plaza Park Bank is a Waite Park, MN-based company in the Financial Services sector.