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First State Bank-Burnet is a Burnet, TX-based company in the Financial Services sector.
Herald National Bank is a New York, NY-based company in the Financial Services sector.
Concentra Bank is a purpose-based organization, striving to enable the success of Canadians. Innovative and future-focused company, we form partnerships to deliver best-in-industry financial solutions to our customers. Concentra strives to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless customer experience.
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.
Central Bank and Trust Co. is a Hutchinson, KS-based company in the Financial Services sector.