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The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
NEO Federal Credit Union is a Miami, OK-based company in the Financial Services sector.
Westamerica Bancorporation is a bank holding company that provides a range of banking services to individual and corporate customers in Northern and Central California, through its subsidiary, Westamerica Bank (the Bank).
Monroe County Community Credit Union is a Monroe, MI-based company in the Financial Services sector.
Founded in 1935, First Atlantic Federal Credit Union is now one of the state's largest Credit Unions. It is a financially sound and secure not-for-profit financial institution, owned by the people that use its services. These people are not called