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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
At MassMutual Perimeter, we help you identify and prioritize your financial goals and objectives. Once we gather the facts and feelings related to those goals, we provide you with recommendations that are appropriate for your situation. We encourage you to meet with us on a regular basis so we can help you remain on track to reach your most important financial goals and dreams. Our financial professionals hold a strong belief that doing business the right way leads to long-lasting relationships. _____ We are licensed and registered to offer products and services in [GA, TN] Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc. Member SIPC
Ann Wolfson Assoc is a Fayetteville, NY-based company in the Financial Services sector.
Headquartered in Folsom, CA, Sierra Pacific Mortgage provides quality mortgage lending services throughout the US. Incorporated in 1986, we are a privately held company and have originated and purchased billions in residential loans. Our high company production levels and sophisticated capital markets access allows us to deliver competitively priced products to brokers, retail originators and consumers. Steering the company`s vision and success since 1986, President, Jim Coffrini, has led the company and our growing team of dedicated mortgage professionals into one of the most profitable mortgage banking firms in the industry. Goal-oriented and committed to the future of Sierra Pacific, Mr. Coffrini has built the Company upon the foundation of quality lending practices, unparalleled service, integrity and industry knowledge.
Newbold Advisors is a Clearwater, FL-based company in the Financial Services sector.