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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Chicago Deferred Exchange Company is a Chicago, IL-based company in the Financial Services sector.
Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today`s most sought after life insurance, annuity, and retirement products. At Sammons Financial Group, we hire people who think like owners because we are a privately held company owned by an Employee Stock Ownership Plan. We own our unique values-based culture, we own our spirit of excellence, and we own our responsibility to the communities in which we live and work. Our work environment is deeply rooted in respect, openness, integrity, and accountability, and we enjoy a benefits program that truly enhances our quality of life.
Peoples Mortgage employs over 220 loan officers and lends in 38 states. Their established in-house processing and dedicated underwriting and closing teams help to maintain an unprecedented level of service for their clients. Peoples Mortgage opened its doors in Arizona in 1998 with the mission of offering competitive real estate financing with unmatched service. This straightforward approach has given Peoples a solid reputation in the industry and paved the way for National expansion. With competitive financing in mind, Peoples Mortgage has established unique lending relationships with several investors in the secondary market to maximize program versatility, while maintaining the benefits of direct lending pricing. Recognizing the unique needs of each of our clients, each Loan Officer has access to competitive pricing for an expansive list of loan programs.
LiveOnNY is a non-profit organization committed to helping New York live on through organ and tissue donation. They serve a highly diverse population in the greater New York metropolitan area and partner with 9 transplant centers, 100 hospitals, as wel...