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Guaranty Bank and Trust Company is a Denver, CO-based company in the Financial Services sector.
Headquartered in Boston, BNY Mellon Asset Management North America (BNY Mellon AMNA) is a specialist multi-asset investment management firm dedicated to serving sophisticated investors globally. We provide clients with high-quality single and multi-asset investment solutions using both active and passive strategies. BNY Mellon AMNA was formed in 2018 when three of BNY Mellon`s largest U.S. investment managers—Mellon Capital, Standish, and The Boston Company—combined. This strategic shift created an asset manager with the combined scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions.
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.
RSI Bank is a Rahway, NJ-based company in the Financial Services sector.
Bank of Astoria is a Astoria, OR-based company in the Financial Services sector.